CSR- In office Sales Representative

Fred Loya Insurance Agency; Downey (CA); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading insurance agency is looking for a Customer Service Representative to join their dynamic team in Downey, California. In this full-time role, you will be responsible for selling new auto insurance policies and servicing existing ones. The ideal candidate will have a High School Diploma, strong communication skills, and a customer-centric approach. Previous customer service experience is advantageous but not mandatory.

Qualifications

• Previous customer service experience is helpful.
• Must pass state licensing requirements.
• Flexible schedule and reliable transportation required.

Responsibilities

• Provide professional, courteous service to customers.
• Answer questions about policies and process transactions.
• Assist with marketing initiatives for new business.

Skills

Excellent communication skills

Customer-focused

Computer literate

Bilingual (English/Spanish)

Education

High School Diploma

Job description

Join to apply for the CSR - In Office Sales Representative role at Fred Loya Insurance Agency.

Customer Service Representative is responsible for selling new auto insurance policies, renewing policies, servicing existing policies, and marketing for potential new business.

Requirements

• Computer literate with basic to intermediate skills
• Bilingual (English/Spanish) is helpful
• Excellent communication skills, assertive, and customer-focused
• Must pass state licensing requirements
• Flexible schedule
• Reliable transportation

Education/Training/Experience

• High School Diploma
• Previous customer service experience is helpful

Essential Duties and Responsibilities

• Provide professional, courteous service to customers
• Answer questions about policies
• Accept payments and process transactions
• Identify customer needs regarding their policies
• Follow up on quotes, renewals, and cancellations
• Assist with marketing initiatives for new business
• Maintain a clean and organized workspace
• Conduct vehicle inspections (FNOLs) and take vehicle pictures (bending, squatting required)
• Handle bank deposits
• This is a full-time position
• Other duties as assigned

Additional Information

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Other
• Industry: Insurance