CSR- In office Sales Representative

Fred Loya Insurance Agency; Wasco (CA); On-site; USD 32,000 - 42,000; Full time

Job summary

Fred Loya Insurance Agency is seeking a full-time Customer Service Associate in Wasco, CA. You will provide professional, courteous service, answer policy questions, and process payments while identifying client needs and offering suitable solutions.

Responsibilities include following up on quotes, renewals, and cancellations, assisting with marketing for new business, maintaining the workspace, and handling vehicle inspections when required. A positive, proactive attitude is essential.

Qualifications

• Bilingual English/Spanish helpful to assist a diverse client base.
• Must have excellent communication skills to provide a first-rate customer experience.
• Computer literacy from basic to intermediate required.
• Reliable transportation to and from work and client sites.

Responsibilities

• Provide professional, courteous service to customers.
• Answer questions regarding customer policies.
• Accept payments and process transactions.
• Identify customer needs related to their policy and offer solutions.
• Follow up on quotes, renewals, and cancellations.
• Assist with marketing initiatives for new business on an as-needed basis.
• Maintain a neat, clean work area and office.
• Process FNOL vehicle inspections as required.
• Take vehicle pictures as part of documentation.
• Currently a full-time position.
• Other duties as assigned.

Skills

Bilingual English/Spanish

Communication skills

Computer literacy

Reliable transportation

Education

High School Diploma

Job description

• 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)
• Position is full time
• Other duties as assigned

Brief 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

Requirements

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

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