CSR- In office Sales Representative

Fred Loya Insurance Agency; Orange (CA); On-site; USD 40,000 - 55,000; Full time

Job summary

A regional insurance agency is seeking a Customer Service Representative to sell and service auto insurance policies. The ideal candidate will have strong communication skills, be computer literate, and be bilingual in English and Spanish. This full-time position requires a flexible schedule and a focus on providing excellent customer service. Experience in customer service is helpful, and you will need to pass state licensing requirements.

Qualifications

• Must have excellent communication skills and a customer-first attitude.
• Previous customer service experience is helpful but not required.
• Must pass state licensing requirements.

Responsibilities

• Selling new auto insurance policies and renewing existing ones.
• Customer assistance with policy questions and payment processing.
• Participating in marketing initiatives for new business development.

Skills

Computer literacy

Bilingual (English/Spanish)

Excellent communication skills

Education

High School Diploma

Job description

Join to apply for the CSR- In office Sales Representative role at Fred Loya Insurance Agency

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

• Entry level

Employment type

• Full-time

Job function

• Other
• Industries: Insurance