CSR- In office Sales Representative

Fred Loya Insurance Agency; San Angelo (TX); On-site; USD 30,000 - 40,000; Full time

Job summary

A prominent insurance provider in San Angelo, TX, is seeking a Customer Service Representative to handle new policy sales, service existing policies, and assist with marketing initiatives. Candidates should have a high school diploma, excellent communication skills, and be bilingual in English and Spanish. Full-time position with a flexible schedule and reliable transportation required.

Qualifications

• Must have excellent communication skills and be assertive.
• Bilingual (English/Spanish) is helpful for customer interactions.
• Reliable transportation and flexible schedule are required.

Responsibilities

• Provide professional service to internal and external customers.
• Answer questions regarding customer’s policy and process transactions.
• Follow up with customers on quotes, renewals, and cancellations.

Skills

Excellent communication skills

Bilingual (English/Spanish)

Computer literate

Customer service orientation

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

• 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

Job Details

• Employment type: Full-time
• Seniority level: Entry level
• Location: San Angelo, TX