Insurance Sales & Policy Services Specialist

Fred Loya Insurance Agency; Wasco (CA); On-site; USD 32,000 - 42,000; Full time

Job summary

Fred Loya Insurance Agency is seeking a full-time Customer Service Associate in Wasco, CA. You will provide professional, courteous service, answer policy questions, and process payments while identifying client needs and offering suitable solutions.

Responsibilities include following up on quotes, renewals, and cancellations, assisting with marketing for new business, maintaining the workspace, and handling vehicle inspections when required. A positive, proactive attitude is essential.

Qualifications

• Bilingual English/Spanish helpful to assist a diverse client base.
• Must have excellent communication skills to provide a first-rate customer experience.
• Computer literacy from basic to intermediate required.
• Reliable transportation to and from work and client sites.

Responsibilities

• Provide professional, courteous service to customers.
• Answer questions regarding customer policies.
• Accept payments and process transactions.
• Identify customer needs related to their policy and offer solutions.
• Follow up on quotes, renewals, and cancellations.
• Assist with marketing initiatives for new business on an as-needed basis.
• Maintain a neat, clean work area and office.
• Process FNOL vehicle inspections as required.
• Take vehicle pictures as part of documentation.
• Currently a full-time position.
• Other duties as assigned.

Skills

Bilingual English/Spanish

Communication skills

Computer literacy

Reliable transportation

Education

High School Diploma

Job description

Fred Loya Insurance Agency is seeking a full-time Customer Service Associate in Wasco, CA. You will provide professional, courteous service, answer policy questions, and process payments while identifying client needs and offering suitable solutions.

Responsibilities include following up on quotes, renewals, and cancellations, assisting with marketing for new business, maintaining the workspace, and handling vehicle inspections when required. A positive, proactive attitude is essential.