CSR- In office Sales Representative

Fred Loya Insurance Agency; San Bernardino (CA); On-site; USD 25,000 - 30,000; Full time

Job summary

Fred Loya Insurance Agency in California is seeking a full-time Customer Service Associate to provide professional service to internal and external customers, explain policy details, and process payments. You will identify client needs and support quotes, renewals, and cancellations.

Responsibilities include assisting with marketing activities for new business, maintaining a clean work area, and handling vehicle inspections and bank deposits as required.

Qualifications

• Strong communication skills and customer service experience.
• Must pass state licensing requirements.
• Bilingual English/Spanish is helpful.
• Flexible schedule and reliable transportation.

Responsibilities

• Sales: provide professional, courteous service to customers.
• Answer questions about policies and process payments and transactions.
• Identify customer needs regarding their policy and follow up on quotes/renewals/cancellations.
• Assist with marketing initiatives for new business development as needed.
• Maintain a neat, clean work area and office; handle FNOLs and vehicle inspections.
• Capture vehicle photos as required and assist with bank deposits.
• Full-time position with other duties as assigned.

Skills

Excellent communication

Assertive

Customer service mindset

Computer literate

Bilingual English/Spanish

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