CSR- In office Sales Representative

Fred Loya Insurance Agency; Irving (TX); On-site; USD 30,000 - 45,000; Full time

Job summary

Fred Loya Insurance Agency in Irving, TX seeks a full-time customer service representative to provide professional service to customers and answer questions about policies.

You will handle payments, identify customer needs, and follow up on quotes, renewals, and cancellations. A flexible schedule and reliable transportation help support a busy insurance office in a team-driven environment.

Qualifications

• Must have excellent communication skills, be assertive, and provide a first-rate customer experience.
• Computer literacy from basic to intermediate.
• Bilingual EN/ES is helpful.
• Must pass state licensing requirements.

Responsibilities

• Provides professional, courteous service to internal and external customers.
• Answers questions regarding customer policy.
• Accepts payments and processes transactions.
• Identifies 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 as needed.
• Maintains a neat and clean work area and office.
• FNOLs (vehicle inspections).
• Position is full time.
• Other duties as assigned.

Skills

Communication skills

Customer service

Bilingual (EN/ES)

Education

High School Diploma

Previous customer service experience

Job 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

• 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

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

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

Essential Duties and Responsibilities

• 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