CSR- In office Sales Representative

Fred Loya Insurance Agency; Redlands (CA); On-site; USD 35,000 - 50,000; Full time

Job summary

Fred Loya Insurance Agency in Redlands, CA, is seeking a full-time Customer Service Representative. In this role, you will sell new auto insurance policies and provide courteous service to our customers. You will need to maintain a flexible schedule and pass state licensing requirements.

We're looking for candidates who are computer literate, ideally bilingual in English and Spanish, and have excellent communication skills. Join us in providing a first-rate experience for our customers.

Qualifications

• Computer literate, from basic to intermediate skills.
• Must have excellent communication skills and the ability to provide a first-rate experience for our customers.
• Must pass state licensing requirements.

Responsibilities

• Responsible for selling new auto insurance policies, renewing policies, and servicing existing policies.
• Provides professional, courteous service to internal and external customers.
• Participates in marketing initiatives for new business development as needed.

Skills

Communication skills

Bilingual (English/Spanish)

Customer service

Education

High School Diploma

Tools

Computer literacy

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