CSR- In office Sales Representative

Fred Loya Insurance Agency; Rialto (CA); On-site; USD 30,000 - 40,000; Full time

Job summary

A leading insurance provider in California seeks a full-time Customer Service Representative to sell new auto insurance policies and renew existing ones. Applicants should possess excellent communication skills, a high school diploma, and must be able to work in a fast-paced environment. Bilingual candidates are preferred. This is an entry-level role offering opportunities for growth in the insurance industry.

Qualifications

• Must have computer skills from basic to intermediate.
• Excellent communication and customer service skills required.
• Must pass state licensing requirements.

Responsibilities

• Sell new auto insurance policies and renew existing policies.
• Provide professional service to internal and external customers.
• Manage customer inquiries regarding their policies.
• Process payments and handle transactions.
• Engage in marketing initiatives for new business development.

Skills

Computer literate

Bilingual (English/Spanish)

Excellent communication skills

Customer service experience

Education

High School Diploma

Job description

Overview

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

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

Qualifications

• 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

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