CSR- In office Sales Representative

Fred Loya Insurance Agency; West Covina (CA); On-site; USD 45,000 - 55,000; Full time

Job summary

Fred Loya Insurance Agency is looking for a Customer Service Representative to join their team in West Covina, CA. The role involves selling new auto insurance policies, renewing existing ones, and ensuring a high standard of service for customers. Candidates should have at least a high school diploma and strong communication skills, with bilingual abilities being a plus. This full-time position promises a dynamic work environment focused on customer satisfaction.

Qualifications

• Bilingual (English/Spanish) preferred.
• Customer service experience is helpful.
• Computer literate with basic to intermediate skills.

Responsibilities

• Selling new auto insurance policies and servicing existing ones.
• Providing professional service to customers and answering policy questions.
• Completing vehicle inspections and processing payments.

Skills

Communication

Assertiveness

Customer Service

Education

High School Diploma

Job description

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

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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.

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

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

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Insurance

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