In-Office Insurance Sales & Service Pro

Fred Loya Insurance Agency; Pomona (CA); On-site; USD 38,000 - 50,000; Full time

Job summary

Fred Loya Insurance Agency in Pomona, CA seeks a full-time Customer Service Representative to provide friendly service to clients, answer questions about policies, process payments, and identify policy needs.

The role includes following up on quotes, renewals and cancellations, supporting marketing for new business, and maintaining a clean workspace; bilingual English/Spanish is helpful, and state licensing is required.

Qualifications

• Excellent communication skills with internal and external customers
• Bilingual English/Spanish is helpful
• Computer literacy from basic to intermediate
• Must pass state licensing requirements

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
• Other duties as assigned

Skills

Communication skills

Bilingual English/Spanish

Computer literacy

Reliable transportation

Education

High School Diploma

Job description

Fred Loya Insurance Agency in Pomona, CA seeks a full-time Customer Service Representative to provide friendly service to clients, answer questions about policies, process payments, and identify policy needs.

The role includes following up on quotes, renewals and cancellations, supporting marketing for new business, and maintaining a clean workspace; bilingual English/Spanish is helpful, and state licensing is required.