CSR- In office Sales Representative

Fred Loya Insurance Agency; Mesquite (TX); In loco; USD 34.000 - 48.000; Tempo pieno

Descrizione del lavoro

Fred Loya Insurance Agency in Mesquite, TX seeks a full-time customer service associate to handle policy questions, payments, and customer needs with a courteous, professional approach.

The role involves following up on quotes, renewals, and cancellations, supporting marketing initiatives, and maintaining a clean work area. A High School Diploma is required; bilingual English/Spanish is a plus, and state licensing must be obtained.

Competenze

• Experience in customer service and clear communication is essential.
• Bilingual English/Spanish is helpful for interactions with customers.
• Must be able to pass state licensing requirements.

Mansioni

• Provide professional, courteous service to customers and answer questions about policies.
• Accept payments and process transactions; identify customer needs.
• Follow up on quotes, renewals, and cancellations; support marketing efforts as needed.

Conoscenze

Customer service

Communication skills

Bilingual English/Spanish

Formazione

High School Diploma

Descrizione del lavoro

Brief 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

• Sales
• Provides professional, courteous service to internal and external customers
• Answers any questions regarding customer’s policy
• Accept payments and process transactionsIdentify 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

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, renewaments, 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