CSR- In office Sales Representative

Fred Loya Insurance Agency; Savannah (GA); On-site; USD 32,000 - 52,000; Full time

Job summary

Fred Loya Insurance Agency in Savannah, GA is seeking a full-time insurance customer service/sales associate. The role involves selling, delivering courteous service to customers, answering policy questions, accepting payments, and processing transactions.

Responsibilities include identifying customer needs, following up on quotes, renewals, and cancellations, supporting marketing for new business, maintaining a tidy office, and performing FNOL vehicle inspections and photos as needed.

Qualifications

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

Responsibilities

• Sales and professional customer service to internal and external clients.
• Answer questions regarding customers’ policies.
• Accept payments and process transactions.
• Identify customer needs related to policies.
• Follow up on quotes, renewals, and cancellations.
• Support marketing initiatives for new business as needed.
• Maintain a neat, organized workspace.
• FNOLs (vehicle inspections) and photos when required.
• Bank deposits.

Skills

Computer literacy

Bilingual English/Spanish

Excellent communication skills

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