CSR- In office Sales Representative

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

Job summary

Fred Loya Insurance Agency is looking for a Customer Service Representative in Ventura, California. This role involves selling and renewing auto insurance policies, serving existing clients, and assisting in marketing efforts. The ideal candidate will have a High School Diploma and excellent communication skills, with bilingual abilities considered a plus.

Responsibilities include answering customer inquiries, processing transactions, and maintaining a professional service environment. A flexible schedule and reliable transportation are essential for this full-time position.

Qualifications

• Must pass state licensing requirements.
• Flexible schedule required.
• Reliable transportation necessary.

Responsibilities

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

Skills

Communication skills

Bilingual (English/Spanish)

Customer service skills

Computer literacy

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