CSR- In office Sales Representative

Fred Loya Insurance Agency; San Marcos (CA); On-site; USD 35,000 - 45,000; Full time

Job summary

A leading insurance provider in San Marcos is seeking an enthusiastic Customer Service Representative to join their team. You will be responsible for selling and servicing auto insurance policies while providing excellent customer care. Ideal candidates should possess strong communication skills and a high school diploma. This full-time role offers a flexible schedule in a supportive environment.

Qualifications

• Must have basic to intermediate computer skills.
• Bilingual in English and Spanish is helpful.
• Must pass state licensing requirements.
• Reliable transportation is essential.

Responsibilities

• Provide courteous service to internal and external customers.
• Answer questions regarding customer’s policies.
• Accept payments and process transactions.
• Follow up with customers on quotes and renewals.

Skills

Computer literate

Bilingual (English/Spanish)

Excellent communication skills

Assertiveness

Customer service oriented

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 have the ability to 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

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: Entry level

Employment type: Full-time

Job function: Other, Insurance