CSR- In office Sales Representative

Fred Loya Insurance Agency; El Paso (TX); On-site; USD 32,000 - 46,000; Full time

Job summary

Fred Loya Insurance Agency is seeking a full-time customer service representative in El Paso, TX. You will provide professional, courteous service to customers, answer policy questions, process payments, and follow up on quotes, renewals, and cancellations.

Role includes assisting with marketing initiatives for new business development and maintaining a neat work area. Must be bilingual, pass state licensing, and have reliable transportation. High school diploma required.

Qualifications

• Computer literate from basic to intermediate skills.
• Bilingual (English/Spanish) is helpful.
• Must have excellent communication skills, be assertive, and provide a first-rate experience for our customers.
• Must pass state licensing requirements.
• Flexible schedule.
• Reliable transportation.

Responsibilities

• Provide professional, courteous service to internal and external customers.
• Answer questions regarding customer’s policy.
• Accept payments and process transactions.
• Identify potential needs customers may have regarding their policy.
• Follow up with customers on quotes, renewals, and cancellations.
• Assist with marketing initiatives for new business development as needed.
• Maintain a neat and clean work area and office.
• FNOL’s (vehicle inspections)
• Take vehicle pictures as required.
• Bank deposits.
• Other duties as assigned.

Skills

Computer literacy

Bilingual English/Spanish

Communication skills

Flexible schedule

Education

High School Diploma

Job description

• Provides professional, courteous service to internal and external customers
• Answers any questions regarding customer’s policy
• Accept payments and process transactions
• Identify any potential needs the customer may have regarding their policy
• Follow up with customers on quotes, renewals, and cancellations
• Involved with marketing initiatives for new business development on an as-needed basis
• Maintain a neat and clean work area and office
• FNOL’s (vehicle inspections)
• Position is full time
• Other duties as assigned

Brief Description

Essential Duties and Responsibilities

• Sales
• Provides professional, courteous service to internal and external customers
• Answers any questions regarding customer’s policy
• Accept payments and process transactions
• Identify any potential needs the customer may have regarding their policy
• Follow up with customers on quotes, renewals, and cancellations
• Involved with marketing initiatives for new business development on an as-needed basis
• Maintain a neat and clean work area and office
• FNOL’s (vehicle inspections)
• Taking vehicle pictures (squatting, bending, flexing required)
• Bank run deposits
• Position is full time
• Other duties as assigned

Qualifications/Requirements

• Computer literate desired from basic to intermediate skills
• Bilingual (English/Spanish) is helpful
• Must have excellent communication skills, be assertive, and have the ability provide a first-rate experience for our customers
• Must pass state licensing requirements
• Flexible schedule
• Reliable transportation

Education/Training/Experience

• High School Diploma
• Previous customer service experience is helpful

Requirements

Qualifications/Requirements

• Computer literate desired from basic to intermediate skills
• Bilingual (English/Spanish) is helpful
• Must have excellent communication skills, be assertive, and have the ability provide a first-rate experience for our customers
• Must pass state licensing requirements
• Flexible schedule
• Reliable transportation

Education/Training/Experience

• High School Diploma
• Previous customer service experience is helpful

Summary

Essential Duties and Responsibilities

• Sales
• Provides professional, courteous service to internal and external customers
• Answers any questions regarding customer’s policy
• Accept payments and process transactions
• Identify any potential needs the customer may have regarding their policy
• Follow up with customers on quotes, renewals, and cancellations
• Involved with marketing initiatives for new business development on an as-needed basis
• Maintain a neat and clean work area and office
• FNOL’s (vehicle inspections)
• Taking vehicle pictures (squatting, bending, flexing required)
• Bank run deposits
• Position is full time
• Other duties as assigned