CSR- In office Sales Representative

Fred Loya Insurance Agency; Garland (TX); In loco; USD 32.000 - 42.000; Tempo pieno

Descrizione del lavoro

Fred Loya Insurance Agency in Garland, TX seeks an enthusiastic Customer Service Representative to assist policyholders and potential customers. You will respond to inquiries, process payments, gather information, and follow up on quotes, renewals and cancellations.

The role emphasizes accurate communication and a friendly, first‑rate experience for clients. Ideal candidates are bilingual (English/Spanish) with a high school diploma, basic computer skills, and reliable transportation.

Competenze

• Basic to intermediate computer skills required.
• Bilingual (English/Spanish) is helpful.
• Excellent communication skills; provide a first-rate customer experience.
• Must pass state licensing requirements.
• Flexible schedule.
• Reliable transportation.

Mansioni

• Sales and professional, courteous service to internal and external customers.
• Answer questions regarding customer’s policy.
• Accept payments and process transactions; identify customer needs.
• Follow up on quotes, renewals, and cancellations.
• Support marketing initiatives for new business development as needed.
• Maintain a neat and clean work area and office.
• FNOL’s (vehicle inspections).
• Take vehicle pictures (squatting, bending, flexing required).
• Bank deposits.
• Position is full time.
• Other duties as assigned.

Conoscenze

Customer service

Communication skills

Bilingual English/Spanish

Formazione

High School Diploma

Descrizione del lavoro

Brief 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

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 transactionsIdentify 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

• 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

• 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, renewaments, 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