CSR- In office Sales Representative

Fred Loya Insurance Agency; Wilmington (NC); In loco; USD 32.000 - 42.000; Tempo pieno

Descrizione del lavoro

Fred Loya Insurance Agency in Wilmington, NC is seeking a full-time Customer Service/Policy Support associate. You will deliver professional service to internal and external customers, answer policy questions, process payments, and identify customer needs while handling quotes, renewals, and cancellations.

You’ll contribute to marketing efforts when needed and keep the workspace organized. FNOLs and vehicle inspections may be required, including vehicle photo captures.

Competenze

• Must be able to communicate clearly with customers and provide first-rate service.
• Bilingual ability is helpful.
• Flexibility in schedule and reliable transportation are required.
• Must pass state licensing requirements.

Mansioni

• Provide professional, courteous service to 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.
• - Other duties as assigned.

Conoscenze

Computer literacy

Bilingual (English/Spanish)

Excellent communication

State licensing

Flexible schedule

Reliable transportation

Formazione

High School Diploma

Previous customer service experience

Descrizione del lavoro

• 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

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