CSR- In office Sales Representative

Fred Loya Insurance Agency; San Francisco (CA); On-site; USD 40,000 - 60,000; Full time

Job summary

A leading insurance agency in San Francisco is seeking a full-time Customer Service Representative. This role involves selling and servicing auto insurance policies while delivering excellent customer experiences. Candidates should possess strong communication skills, bilingual abilities in English and Spanish, and a high school diploma. Flexibility and reliable transportation are essential for success in this role.

Qualifications

• Computer literate with basic to intermediate skills.
• Bilingual in English and Spanish is helpful.
• Previous customer service experience preferred.

Responsibilities

• Responsible for selling new auto insurance policies and servicing existing ones.
• Answers questions regarding customers’ policies and processes transactions.
• Involved with marketing initiatives for new business development.

Skills

Communication

Computer literacy

Bilingual (English/Spanish)

Education

High School Diploma

Job description

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Brief Description

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

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

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Insurance

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