In-Office Sales & Customer Experience Specialist

Fred Loya Insurance Agency; San Diego (CA); On-site; USD 38,000 - 52,000; Full time

Job summary

Fred Loya Insurance Agency in San Diego, CA seeks a full‑time Customer Service Associate to support policyholders. You will assist clients, answer policy questions, process payments, and identify opportunities for additional coverage.

The role involves follow‑ups on quotes, renewals and cancellations, and supports marketing initiatives for new business development. Qualified candidates typically have a High School Diploma and good communication skills.

Qualifications

• High School Diploma required or equivalent.
• Customer service experience helpful.
• Must pass state licensing requirements.
• Bilingual English/Spanish helpful.
• Flexible schedule and reliable transportation desired.

Responsibilities

• Provides professional, courteous service to internal and external customers.
• Answers any 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 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

Customer service

Bilingual English/Spanish

Communication skills

Flexible schedule

Reliable transportation

Education

High School Diploma

Job description

Fred Loya Insurance Agency in San Diego, CA seeks a full‑time Customer Service Associate to support policyholders. You will assist clients, answer policy questions, process payments, and identify opportunities for additional coverage.

The role involves follow‑ups on quotes, renewals and cancellations, and supports marketing initiatives for new business development. Qualified candidates typically have a High School Diploma and good communication skills.