CSR- In office Sales Representative

Fred Loya Insurance Agency; San Diego (CA); On-site; USD 38,000 - 54,000; Full time

Job summary

Fred Loya Insurance Agency in San Diego, CA is seeking a full-time Customer Service and Sales Associate to support daily policy transactions and service. You will greet customers, answer questions about policies, assist with quotes, renewals and cancellations, and help identify coverage needs.

Bilingual English/Spanish is helpful; a High School diploma and reliable transportation are preferred. This role requires a professional, courteous demeanor, good communication skills, and willingness to

Qualifications

• Computer literacy from basic to intermediate skills.
• Bilingual English/Spanish is helpful.
• Excellent communication skills; be assertive and provide a first-rate customer experience.
• Must pass state licensing requirements.
• Flexible schedule.
• Reliable transportation.

Responsibilities

• Sell insurance and provide courteous service to customers.
• Answer questions regarding customer’s policy.
• Accept payments and process transactions.
• Identify customer needs regarding policies.
• Follow up on quotes, renewals, and cancellations.
• Support marketing initiatives for new business development as needed.
• Maintain a neat and clean work area and office.
• Handle FNOL vehicle inspections.
• Take vehicle pictures as required.
• Make bank deposits.
• Other duties as assigned.

Skills

Computer literacy

Bilingual

Communication

Education

High School Diploma

Previous customer service experience helpful

Job 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

Summary

• 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