CSR- In office Sales Representative

Fred Loya Insurance Agency; Los Banos (CA); On-site; USD 35,000 - 50,000; Full time

Job summary

Fred Loya Insurance Agency in Los Banos seeks a Customer Service Representative responsible for selling new auto insurance policies and servicing existing customers. The role involves providing courteous service, answering policy questions, and processing payments.

A high school diploma, prior customer service experience, and excellent communication skills are essential. Bilingual candidates are favored. This full-time position offers an engaging work environment with opportunities for new business development.

Qualifications

• Must have excellent communication skills and assertiveness.
• Ability to provide a first-rate experience for customers.
• Previous customer service experience is an advantage.

Responsibilities

• Sell new auto insurance policies and renew existing ones.
• Provide courteous service to customers and answer their queries.
• Accept payments and process transactions.

Skills

Customer service experience

Communication skills

Bilingual (English/Spanish)

Basic to intermediate computer skills

Education

High School Diploma

Job description

Overview

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

Responsibilities

• Sales
• Provides professional, courteous service to internal and external customers
• Answers any questions regarding customer’s policy
• Accepts payments and processes transactions
• Identifies any potential needs the customer may have regarding their policy
• Follows up with customers on quotes, renewals, and cancellations
• Participates in marketing initiatives for new business development as needed
• Maintains a neat and clean work area and office
• Performs FNOL vehicle inspections
• Takes vehicle pictures (squatting, bending, flexing required)
• Runs bank deposits
• Full-time position
• Other duties as assigned

Qualifications and Requirements

• Computer literate, from basic to intermediate skills
• Bilingual (English/Spanish) is helpful
• Must have excellent communication skills, be assertive, and have the ability to provide a first-rate experience for our customers
• Must pass state licensing requirements
• Flexible schedule
• Reliable transportation

Education and Experience

• High School Diploma
• Previous customer service experience is helpful