Insurance Sales & Service Specialist - In-Office

Fred Loya Insurance Agency; Castle Rock (CO); On-site; USD 40,000 - 56,000; Full time

Job summary

Fred Loya Insurance Agency is seeking a full-time Insurance Customer Service Specialist to support internal and external clients. You will answer questions about policies, accept payments, and identify client needs while promoting available products.

Responsibilities include following up on quotes, renewals, and cancellations, handling FNOL vehicle inspections, and maintaining accurate records. Bilingual English/Spanish abilities and state licensing are preferred.

Qualifications

• Computer literacy from basic to intermediate skills.
• Bilingual (English/Spanish) is helpful.
• Must have excellent communication skills, be assertive, and provide a first-rate customer experience.
• Must pass state licensing requirements.
• Flexible schedule.
• Reliable transportation.

Responsibilities

• Sales
• Provides professional, courteous service to internal and external customers.
• Answers questions regarding customer’s policy.
• Accept payments and process transactions.
• Identify potential customer needs 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.
• FNOLs (vehicle inspections).
• Taking vehicle pictures (squatting, bending, flexing required).
• Bank deposits.

Skills

Customer service

Communication

Assertive

Flexible schedule

Reliable transportation

Education

High School Diploma

Tools

Computer literacy

Job description

Fred Loya Insurance Agency is seeking a full-time Insurance Customer Service Specialist to support internal and external clients. You will answer questions about policies, accept payments, and identify client needs while promoting available products.

Responsibilities include following up on quotes, renewals, and cancellations, handling FNOL vehicle inspections, and maintaining accurate records. Bilingual English/Spanish abilities and state licensing are preferred.