CSR- In office Sales Representative

Fred Loya Insurance Agency; Modesto (CA); In loco; USD 38.000 - 46.000; Tempo pieno

Descrizione del lavoro

Fred Loya Insurance Agency in Modesto, CA is seeking a full-time Customer Service Representative to assist clients and agents with policy questions, payments, and daily inquiries. The role includes following up on quotes, renewals, and cancellations, and supporting occasional new business marketing efforts.

The ideal candidate is bilingual (English/Spanish), has a High School Diploma, and can pass required state licensing. A tidy workspace and reliable transportation are expected.

Competenze

• Computer literate with basic to intermediate skills.
• Bilingual English/Spanish is helpful for customer interactions.
• Excellent communication skills and a customer-first mindset.
• Must pass state licensing requirements.

Mansioni

• Provide professional, courteous service to customers and colleagues.
• Answer questions about customer policies and process payments.
• Identify potential policy needs and follow up on quotes, renewals, and cancellations.
• Support marketing initiatives for new business development as needed.
• Maintain a neat, organized work area and assist with FNOL-related tasks.

Conoscenze

Customer service

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 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/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

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, 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

Other duties as assigned