In-Office Insurance Sales & Service Specialist

Fred Loya Insurance Agency; El Monte (CA); On-site; USD 36,000 - 48,000; Full time

Job summary

Fred Loya Insurance Agency in El Monte, CA is seeking a full-time customer service representative to provide professional, courteous service to internal and external customers, answer questions about policies, accept payments, and identify client needs.

The role includes following up on quotes, renewals, and cancellations, supporting marketing initiatives for new business, maintaining a neat work area, FNOL vehicle inspections, and taking vehicle pictures.

Qualifications

• Must pass state licensing requirements
• Bilingual (English/Spanish) is helpful
• Excellent communication skills and customer experience mindset

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

Skills

Bilingual (English/Spanish)

Communication skills

Reliable transportation

Flexible schedule

Computer literate

Education

High School Diploma

Job description

Fred Loya Insurance Agency in El Monte, CA is seeking a full-time customer service representative to provide professional, courteous service to internal and external customers, answer questions about policies, accept payments, and identify client needs.

The role includes following up on quotes, renewals, and cancellations, supporting marketing initiatives for new business, maintaining a neat work area, FNOL vehicle inspections, and taking vehicle pictures.