CSR- In office Sales Representative

Fred Loya Insurance Agency

Palmdale (CA)

On-site

USD 35,000 - 45,000

Full time

14 days+
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Job summary

Fred Loya Insurance Agency is seeking a Customer Service Representative in Palmdale, CA. The role involves selling and renewing auto insurance policies, providing excellent service to customers, and identifying their needs.

The ideal candidate should possess strong communication skills, be computer literate, and ideally be bilingual in English and Spanish. A high school diploma and previous customer service experience are preferred. This is a full-time position with flexible scheduling.

Qualifications

  • Must have excellent communication skills and provide a first-rate customer experience.
  • Bilingual (English/Spanish) is helpful.
  • Must pass state licensing requirements.

Responsibilities

  • Sell new auto insurance policies and renew existing ones.
  • Provide professional service to customers and answer policy questions.
  • Participate in marketing initiatives for new business development.

Skills

Excellent communication skills
Computer literate
Bilingual (English/Spanish)
Assertiveness

Education

High School Diploma

Job description

Overview

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

Responsibilities
  • Sales
  • Provides professional, courteous service to internal and external customers
  • Answers any questions regarding customer’s policy
  • Accepts payments and processes transactions
  • Identifies any potential needs the customer may have regarding their policy
  • Follows up with customers on quotes, renewals, and cancellations
  • Participates in marketing initiatives for new business development as needed
  • Maintains a neat and clean work area and office
  • Performs FNOL vehicle inspections
  • Takes vehicle pictures (squatting, bending, flexing required)
  • Runs bank deposits
  • Full-time position
  • Other duties as assigned
Qualifications and Requirements
  • Computer literate, from basic to intermediate skills
  • Bilingual (English/Spanish) is helpful
  • Must have excellent communication skills, be assertive, and have the ability to provide a first-rate experience for our customers
  • Must pass state licensing requirements
  • Flexible schedule
  • Reliable transportation
Education and Experience
  • High School Diploma
  • Previous customer service experience is helpful
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