CSR- In office Sales Representative

Fred Loya Insurance Agency; Fairfield (CA); On-site; USD 35,000 - 45,000; Full time

Job summary

A local insurance agency seeks a Customer Service Representative (CSR) to provide excellent service and support for selling and managing auto insurance policies. The ideal candidate should possess strong communication skills and be computer literate. Previous experience in customer service is beneficial. This full-time role requires flexibility, reliability, and the ability to obtain state licensing.

Qualifications

• Must pass state licensing requirements.
• Previous customer service experience is helpful.

Responsibilities

• Provides professional, courteous service to internal and external customers.
• Answers questions regarding customer’s policy.
• Processes transactions and accepts payments.
• Identifies potential customer needs regarding their policy.
• Follows up with customers on quotes, renewals, and cancellations.
• Involvement in marketing initiatives for new business development.
• Maintains a neat and clean work area.

Skills

Computer literate

Bilingual (English/Spanish)

Excellent communication skills

Flexibility

Reliable transportation

Education

High School Diploma

Job description

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

Overview

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

Qualifications

• Computer literate 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

Responsibilities

• 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
• FNOLs (vehicle inspections)
• Taking vehicle pictures (squatting, bending, flexing required)
• Bank run deposits
• Position is full time
• Other duties as assigned

Details

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