CSR- In office Sales Representative

Fred Loya Insurance Agency

Gilroy (CA)

On-site

USD 35,000 - 50,000

Full time

14 days+

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Job summary

A leading insurance agency is seeking a Customer Service Representative for in-office sales. This role involves selling new auto insurance policies, renewing existing policies, and providing exceptional customer service. Ideal candidates should be bilingual, possess strong communication skills, and have a desire to ensure a first-rate customer experience.

Qualifications

Previous customer service experience is helpful.
Must pass state licensing requirements.
Computer literate with basic to intermediate skills.

Responsibilities

Sell new auto insurance policies and renew existing ones.
Provide professional and courteous service to customers.
Follow up with customers on quotes and renewals.

Skills

Communication

Bilingual (English/Spanish)

Customer Service

Education

High School Diploma

Job description

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Brief Description

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

Brief Description

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

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