CSR- In office Sales Representative

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

Job summary

A reputable insurance agency in Hanford, California is looking for a Customer Service Representative. The role involves selling new auto insurance policies, servicing existing ones, and providing professional customer support. Ideal candidates should have a High School Diploma, strong communication skills, and be computer literate. Bilingual applicants are preferred. This position is full-time and requires reliable transportation.

Qualifications

• Must pass state licensing requirements.
• Flexible schedule required.
• Reliable transportation needed.

Responsibilities

• Provides professional, courteous service to customers.
• Answers questions regarding customer policies.
• Processes transactions and takes payments.
• Identifies customer needs regarding policies.
• Follows up on quotes, renewals, and cancellations.
• Involved in marketing for new business.
• Maintains clean work area.

Skills

Computer literate

Bilingual (English/Spanish)

Excellent communication skills

Assertive

Customer service experience

Education

High School Diploma

Job description

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

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

Responsibilities

• 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
• Involved with marketing initiatives for new business development on an as-needed basis
• Maintains a neat and clean work area and office
• FNOLs (vehicle inspections)
• Takes vehicle pictures (squatting, bending, flexing required)
• Bank deposits
• Position is full time
• Other duties as assigned

Qualifications/Requirements

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

Education/Training/Experience

• High School Diploma
• Previous customer service experience is helpful

Education

• High School Diploma

Summary

Essential Duties and Responsibilities

• Sales
• Provides professional, courteous service to internal and external customers
• Answers questions regarding customer’s policy
• Accepts payments and processes transactions
• Identifies potential needs of the customer regarding their policy
• Follow up with customers on quotes, renewals, and cancellations
• Marketing initiatives for new business development on an as-needed basis
• Maintain a neat and clean work area and office
• FNOLs (vehicle inspections) and related duties
• Position is full time
• Other duties as assigned

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Other

Industries

• Insurance