CSR- In office Sales Representative

Fred Loya Insurance Agency; Katy (TX); On-site; USD 30,000 - 42,000; Full time

Job summary

Fred Loya Insurance Agency is seeking a full-time Customer Service/Sales position in Texas. The role focuses on providing professional, courteous service to customers and supporting policy-related questions.

Responsibilities include handling payments, quotes, renewals, and assisting with marketing efforts for new business development. The ideal candidate has a High School Diploma, strong communication skills, and the ability to pass state licensing requirements.

Qualifications

• Must be computer literate with basic to intermediate skills.
• Bilingual English/Spanish is helpful for customer interactions.
• Must have excellent communication skills and be able to provide a first-rate customer experience.
• Must pass state licensing requirements for insurance
• Flexible schedule to accommodate customers and office needs.
• Reliable transportation to commute and cover shifts as needed.

Responsibilities

• Sales and customer service to internal and external 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.
• Participate in marketing initiatives for new business development as needed.
• Maintain a neat and clean work area and office.
• Perform FNOL vehicle inspections and related duties.
• Take vehicle pictures as required.
• Bank deposits and routine office tasks.
• Other duties as assigned by supervisor.

Skills

Computer literacy

Bilingual English/Spanish

Excellent communication

Assertive

Licensing requirement

Flexible schedule

Reliable transportation

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