CSR- In office Sales Representative

Fred Loya Insurance Agency; Millbrook (AL); On-site; USD 30,000 - 45,000; Full time

Job summary

A local insurance agency is seeking a Customer Service Representative for in-office work in Millbrook, Alabama. The role involves selling new auto insurance policies, renewing existing ones, and providing excellent customer service. Candidates must have a High School Diploma and strong communication skills, and being bilingual is a plus. This full-time position requires reliable transportation and the ability to pass state licensing requirements.

Qualifications

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

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.
• Be involved with marketing initiatives for new business development.
• Maintain a neat and clean work area and office.

Skills

Excellent communication skills

Bilingual (English/Spanish)

Computer literate (basic to intermediate)

Education

High School Diploma

Job description

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Brief Description

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

Brief Description

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

Requirements

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

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

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

• 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