Insurance CSR & Sales Specialist

Fred Loya Insurance Agency; Evans (CO); On-site; USD 38,000 - 54,000; Full time

Job summary

Fred Loya Insurance Agency in Evans, CO is seeking a full-time Insurance Customer Service Representative to support policyholders with sales, service, and payments. You will answer questions, process transactions, identify client needs, and assist with quotes, renewals, and cancellations.

Ideally you bring high school diploma and customer service experience; bilingual English/Spanish is a plus; you must pass state licensing requirements and maintain reliable transportation.

Qualifications

• Typical customer service expectations for front-line roles.
• Must pass state licensing requirements to perform duties.
• Flexible schedule and reliable transportation are expected.

Responsibilities

• Sales and provide courteous service to customers.
• Answer questions regarding customer’s policy.
• Accept payments and process transactions.
• Identify potential needs and offer suitable policies.
• Follow up on quotes, renewals, and cancellations.
• Assist with marketing initiatives for new business when needed.
• Maintain a neat and clean work area and office.
• Process FNOLs and vehicle inspections as required.
• Take vehicle pictures; squatting, bending, and flexing may be required.
• Make bank deposits as part of daily duties.
• Position is full time and other duties as assigned.

Skills

Communication skills

Bilingual (English/Spanish)

Customer service

Computer literacy

Education

High School Diploma

Job description

Fred Loya Insurance Agency in Evans, CO is seeking a full-time Insurance Customer Service Representative to support policyholders with sales, service, and payments. You will answer questions, process transactions, identify client needs, and assist with quotes, renewals, and cancellations.

Ideally you bring high school diploma and customer service experience; bilingual English/Spanish is a plus; you must pass state licensing requirements and maintain reliable transportation.