In-Office Insurance Sales Associate

Fred Loya Insurance Agency; Chicago (IL); On-site; USD 36,000 - 52,000; Full time

Job summary

Fred Loya Insurance Agency in Chicago, IL is seeking a customer-focused professional to join our team as a sales and service specialist. You will handle policy inquiries, process payments, answer questions, and identify client needs to support cross-sell opportunities.

Responsibilities include following up on quotes, renewals, and cancellations, maintaining orderly workspaces, and assisting with marketing initiatives for new business development as needed.

Qualifications

• High School Diploma.
• Previous customer service experience is helpful.
• Must pass state licensing requirements.
• Bilingual English/Spanish is helpful.

Responsibilities

• Sales
• Provide professional, courteous service to internal and external customers.
• Answer questions regarding customer’s policy.
• Accept payments and process transactions.
• Identify 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 as needed.
• 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.

Skills

Customer service excellence

Communication skills

Bilingual English/Spanish

Education

High School Diploma

Tools

Basic computer skills

Job description

Fred Loya Insurance Agency in Chicago, IL is seeking a customer-focused professional to join our team as a sales and service specialist. You will handle policy inquiries, process payments, answer questions, and identify client needs to support cross-sell opportunities.

Responsibilities include following up on quotes, renewals, and cancellations, maintaining orderly workspaces, and assisting with marketing initiatives for new business development as needed.