CSR- In office Sales Representative

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

Job summary

Fred Loya Insurance Agency is seeking a full-time Customer Service Representative in Escondido, California. The role involves selling new auto insurance policies, renewing existing policies, and providing exceptional service to customers.

Ideal candidates should possess a high school diploma, computer literacy, and excellent communication skills. Bilingual capabilities in English and Spanish are advantageous. Responsibilities include answering customer inquiries, processing transactions, and participating in marketing initiatives.

Qualifications

• Must have excellent communication skills and be assertive.
• Computer literate with basic to intermediate skills.
• Bilingual in English and Spanish is helpful.

Responsibilities

• Provide professional, courteous service to customers.
• Sales of new auto insurance policies.
• Identify potential customer needs regarding their policy.

Skills

Communication skills

Computer literacy

Bilingual (English/Spanish)

Education

High School Diploma

Job description

Overview

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

Responsibilities

• Sales
• Provides professional, courteous service to internal and external customers
• Answers any questions regarding customer’s policy
• Accepts payments and processes transactions
• Identifies any potential needs the customer may have regarding their policy
• Follows up with customers on quotes, renewals, and cancellations
• Participates in marketing initiatives for new business development as needed
• Maintains a neat and clean work area and office
• Performs FNOL vehicle inspections
• Takes vehicle pictures (squatting, bending, flexing required)
• Runs bank deposits
• Full-time position
• Other duties as assigned

Qualifications and Requirements

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

Education and Experience

• High School Diploma
• Previous customer service experience is helpful