CSR- In office Sales Representative

Fred Loya Insurance Agency; Pueblo (CO); On-site; USD 36,000 - 48,000; Full time

Job summary

Fred Loya Insurance Agency in Pueblo, CO is seeking a full-time Insurance Customer Service Associate to provide professional, courteous service to clients and agents. You will answer questions about policies and process payments, while identifying additional coverage needs.

You will support renewals, quotes, and cancellations, assist with marketing for new business, and maintain a tidy office. Bilingual English/Spanish is helpful, and state licensing requirements must be met.

Qualifications

• Must pass state licensing requirements
• Bilingual English/Spanish helpful
• Excellent communication skills
• Flexible schedule
• Reliable transportation

Responsibilities

• Provide professional, courteous service to customers
• Answer questions about policies
• Accept payments and process transactions
• Identify customer policy needs
• Follow up on quotes, renewals, and cancellations
• Support marketing initiatives for new business
• Maintain a neat and clean work area
• FNOLs and vehicle inspections
• Take vehicle photos as required
• Bank deposits
• Other duties as assigned

Skills

Computer literacy

Bilingual English/Spanish

Communication skills

Licensing requirements

Flexible schedule

Reliable transportation

Education

High School Diploma

Job 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

Brief Description

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

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