CSR- In office Sales Representative

Fred Loya Insurance Agency

Eastlake (OH)

On-site

USD 30,000 - 40,000

Full time

14 days+

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Job summary

A leading insurance agency in Eastlake, Ohio, is seeking a Customer Service Representative to join their team. The role requires a high school diploma, effective communication skills, and the ability to provide exceptional customer service while handling insurance policies and transactions. Ideal candidates are bilingual in English and Spanish and have previous customer service experience. This full-time position offers a flexible schedule and requires reliable transportation.

Qualifications

  • Entry level position requiring a high school diploma.
  • Previous customer service experience is beneficial.
  • Bilingual (English/Spanish) preferred.

Responsibilities

  • Sell new auto insurance policies and renew existing ones.
  • Provide excellent service and handle customer inquiries.
  • Participate in marketing initiatives for new business development.

Skills

Communication
Customer Service
Bilingual (English/Spanish)
Computer Literacy

Education

High School Diploma

Job description

Brief Description

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

Requirements

  • Computer literate with basic to intermediate skills
  • Bilingual (English/Spanish) is helpful
  • Excellent communication skills, assertive, and able to provide a first-rate customer experience
  • 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 internal and external customers
  • Answer questions regarding customer policies
  • Accept payments and process transactions
  • Identify potential customer needs regarding their policies
  • Follow up on quotes, renewals, and cancellations
  • Participate in marketing initiatives for new business development as needed
  • Maintain a neat and clean work area and office
  • Conduct vehicle inspections (FNOLs), including taking vehicle pictures (squatting, bending, flexing 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

Note: This job posting appears active; no indication of expiration.

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