CSR- In office Sales Representative

Fred Loya Insurance Agency; San Jacinto (CA); On-site; USD 35,000 - 50,000; Full time

Job summary

Fred Loya Insurance Agency is seeking a Customer Service Representative in San Jacinto, California. The role involves selling new auto insurance policies, renewing existing policies, and providing excellent service to customers.

Ideal candidates will have a High School Diploma and prior customer service experience. Bilingual skills (English/Spanish) are preferred. This is a full-time position that requires flexible scheduling and reliable transportation.

Qualifications

• Must have excellent communication skills and provide a first-rate experience.
• Computer literate, from basic to intermediate skills.
• Bilingual (English/Spanish) is helpful.

Responsibilities

• Sell new auto insurance policies and renew existing policies.
• Provide professional service to customers and answer policy questions.
• Participate in marketing initiatives for new business development.

Skills

Computer literacy

Bilingual (English/Spanish)

Excellent communication skills

Customer service skills

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

• Sales
• Provides professional, courteous service to internal and external customers
• Answers any questions regarding customer’s policy
• Accepts payments and processes transactions
• Identifies any potential needs the customer may have regarding their policy
• Follows up with customers on quotes, renewals, and cancellations
• Participates in marketing initiatives for new business development as needed
• Maintains a neat and clean work area and office
• Performs FNOL vehicle inspections
• Takes vehicle pictures (squatting, bending, flexing required)
• Runs bank deposits
• Full-time position
• Other duties as assigned

Qualifications and Requirements

• Computer literate, from basic to intermediate skills
• Bilingual (English/Spanish) is helpful
• Must have excellent communication skills, be assertive, and have the ability to provide a first-rate experience for our customers
• Must pass state licensing requirements
• Flexible schedule
• Reliable transportation

Education and Experience

• High School Diploma
• Previous customer service experience is helpful