CSR- In office Sales Representative

Fred Loya Insurance Agency; Oakland (CA); On-site; USD 40,000 - 60,000; Full time

Job summary

A leading insurance agency seeks a Customer Service Representative to sell and service auto insurance policies while ensuring a top-notch experience for customers. Candidates should have strong communication skills and must possess a high school diploma, with bilingual abilities being a plus. This full-time role includes a variety of responsibilities, from assisting customers with policy queries to participating in marketing initiatives.

Qualifications

• Must have excellent communication skills, be assertive, and provide first-rate customer experience.
• Bilingual (English/Spanish) is helpful.
• Previous customer service experience is preferred.

Responsibilities

• Responsible for selling new auto insurance policies and renewing existing ones.
• Provide professional and courteous service to customers.
• Follow up with customers on quotes, renewals, and cancellations.

Skills

Communication

Customer Service

Sales

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

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Insurance

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