CSR- In office Sales Representative

Fred Loya Insurance Agency; La Habra (CA); On-site; USD 30,000 - 42,000; Full time

Job summary

A leading insurance company is seeking a Customer Service Representative to join their team. This full-time role involves selling and servicing auto insurance policies, providing excellent customer service, and supporting marketing efforts for new business. Candidates should be computer literate, ideally bilingual in English and Spanish, and possess a flexible schedule.

Qualifications

• Previous customer service experience is helpful.
• Must pass state licensing requirements.
• Reliable transportation required.

Responsibilities

• Sell new auto insurance policies and renew existing ones.
• Provide professional service to customers and answer their questions.
• Assist in marketing initiatives for new business development.

Skills

Communication

Customer Service

Bilingual (English/Spanish)

Computer Literacy

Education

High School Diploma

Job description

7 months ago Be among the first 25 applicants

Brief Description

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

Requirements

• Computer literate with basic to intermediate skills
• Bilingual (English/Spanish) is helpful
• Excellent communication skills, assertive, and able to provide a first-rate customer experience
• 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

• Provide professional, courteous service to internal and external customers
• Answer questions regarding customer policies
• Accept payments and process transactions
• Identify potential customer needs regarding their policies
• Follow up on quotes, renewals, and cancellations
• Assist with marketing initiatives for new business development as needed
• Maintain a neat and clean work area and office
• Conduct vehicle inspections (FNOLs)
• Take vehicle pictures (physical effort required)
• Handle bank deposits
• This is a full-time position
• Other duties as assigned

Seniority level

Entry level

Employment type

Full-time

Job function

Other

Industries

Insurance

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