CSR- In office Sales Representative

Fred Loya Insurance Agency; Lancaster (TX); On-site; USD 32,000 - 52,000; Full time

Job summary

Fred Loya Insurance Agency in Texas is seeking a full-time customer service representative to assist clients with policy questions, process payments, and identify opportunities to improve coverage.

You will follow up on quotes, renewals, and cancellations, and assist with marketing for new business as needed. A High School Diploma and bilingual English/Spanish are helpful; state licensing is required.

Qualifications

• Computer literate with basic to intermediate skills.
• Bilingual English/Spanish is helpful.
• Excellent communication skills and ability provide a first-rate customer experience.
• Must pass state licensing requirements.
• Flexible schedule and reliable transportation.

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

Skills

Computer literate

Bilingual English/Spanish

Excellent communication

State licensing

Flexible schedule

Reliable transportation

Education

High School Diploma

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