CSR- In office Sales Representative

Fred Loya Insurance Agency; Garland (TX); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading insurance agency is seeking a CSR- In office Sales Representative to ensure excellent customer service and support sales efforts. This full-time role involves engaging with customers to assist with their inquiries and provide timely follow-ups on their insurance policies. Candidates should have a high school diploma, strong communication skills, and a customer-focused approach to succeed in this position.

Qualifications

• Computer literate from basic to intermediate skills.
• Must have excellent communication skills.
• Flexible schedule and reliable transportation.

Responsibilities

• Provide professional, courteous service to customers.
• Answer policy inquiries and process transactions.
• Identify customer needs and follow-up on quotes.

Skills

Communication

Bilingual (English/Spanish)

Customer Service

Education

High School Diploma

Job description

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• 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

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Insurance

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