Insurance Policy Service & Renewal Specialist

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

Job summary

Fred Loya Insurance Agency in Whittier, CA is seeking a full-time Insurance Customer Service Specialist to provide professional service to policyholders and answer questions about policies. You will process payments, identify client needs, follow up on quotes, renewals, and cancellations, and support marketing efforts for new business development as needed.

The ideal candidate has strong communication, basic computer skills, and the ability to work a flexible schedule; bilingual English/Spanish

Qualifications

• Computer literate with basic to intermediate skills.
• Bilingual (English/Spanish) is helpful.
• Excellent communication skills and ability to provide a first-rate customer experience.
• Must pass state licensing requirements.
• Flexible schedule.
• Reliable transportation.

Responsibilities

• Provides professional, courteous service to internal and external customers.
• Answers 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 as needed.
• Maintain a neat and clean work area and office.
• FNOL's (vehicle inspections).
• Position is full time.
• Other duties as assigned.

Skills

Excellent communication

Bilingual English/Spanish

Flexible schedule

Reliable transportation

Education

High School Diploma

Previous customer service experience

Tools

Computer literacy

Job description

Fred Loya Insurance Agency in Whittier, CA is seeking a full-time Insurance Customer Service Specialist to provide professional service to policyholders and answer questions about policies. You will process payments, identify client needs, follow up on quotes, renewals, and cancellations, and support marketing efforts for new business development as needed.

The ideal candidate has strong communication, basic computer skills, and the ability to work a flexible schedule; bilingual English/Spanish