CSR- In office Sales Representative

Fred Loya Insurance Agency; Homewood (AL); On-site; USD 28,000 - 42,000; Full time

Job summary

Fred Loya Insurance Agency in Homewood, AL seeks a full-time customer service oriented associate to assist clients with policies, payments, and inquiries. The role includes handling quotes, renewals, cancellations, and occasional marketing support for new business development.

The ideal candidate will be bilingual (English/Spanish) or willing to learn, possess strong communication skills, and maintain dependable transportation. A High School Diploma is required.

Qualifications

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

Responsibilities

• Provide professional, courteous service to customers.
• Answer questions regarding customer’s policy.
• Accept payments and process transactions.
• Identify 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.

Skills

Bilingual English/Spanish

Excellent communication skills

Assertive

First-rate customer experience

Computer literate

Education

High School Diploma

Job 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

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, 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