CSR- In office Sales Representative

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

Job summary

A leading insurance agency seeks a Customer Service Representative in San Leandro, CA. In this full-time role, you will sell new auto insurance policies, service existing clients, and assist with marketing initiatives. Ideal candidates will possess strong communication skills and a flexible schedule, enabling them to provide exceptional customer service in a busy environment.

Qualifications

• High School Diploma is required.
• Previous customer service experience is helpful.
• Bilingual in English and Spanish is desirable.

Responsibilities

• Sell new auto insurance policies and service existing policies.
• Provide professional customer service and address inquiries.
• Follow up on quotes, renewals, and cancellations.

Skills

Communication

Bilingual (English/Spanish)

Customer Service

Assertiveness

Education

High School Diploma

Job description

Join to apply for the CSR - In Office Sales Representative role at Fred Loya Insurance Agency.

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:

• Computer literate desired from basic to intermediate skills
• Bilingual (English/Spanish) is helpful
• Must have excellent communication skills, be assertive, and provide a first-rate customer experience
• 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
• Provide professional, courteous service to internal and external customers
• Answer questions regarding customer policies
• Accept payments and process transactions
• Identify potential customer needs regarding their policies
• Follow up on quotes, renewals, and cancellations
• Assist with marketing initiatives for new business development as needed
• Maintain a neat work area and office
• FNOLs (vehicle inspections)
• Take vehicle pictures (squatting, bending, flexing required)
• Bank deposits
• This is a full-time position
• Other duties as assigned

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Other

Industries

• Insurance

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