In-Office Insurance Sales & Service Specialist

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

Job summary

Fred Loya Insurance Agency is seeking a full-time customer service representative to assist internal and external customers with policy questions, accept payments, and process transactions while maintaining a courteous, professional demeanor.

You will identify customer needs, follow up on quotes, renewals and cancellations, participate in marketing initiatives as needed, and support FNOL activities such as vehicle inspections and photo documentation.

Qualifications

• Basic to intermediate computer skills.
• Bilingual English/Spanish is helpful.
• Excellent communication skills and a customer-first mindset.

Responsibilities

• Provide professional, courteous service to customers.
• Answer questions about policies.
• Accept payments and process transactions.
• Identify customer needs related to policies.
• Follow up on quotes, renewals and cancellations.
• Assist with marketing for new business development as needed.
• Keep a neat and tidy workspace.
• FNOL tasks including vehicle inspections.

Skills

Computer literacy

Bilingual English/Spanish

Communication skills

Education

High School Diploma

Job description

Fred Loya Insurance Agency is seeking a full-time customer service representative to assist internal and external customers with policy questions, accept payments, and process transactions while maintaining a courteous, professional demeanor.

You will identify customer needs, follow up on quotes, renewals and cancellations, participate in marketing initiatives as needed, and support FNOL activities such as vehicle inspections and photo documentation.