Policy Sales & Customer Experience Specialist

Fred Loya Insurance Agency; Wasco (CA); On-site; USD 35,000 - 52,000; Full time

Job summary

Fred Loya Insurance Agency in Wasco, CA is seeking a full-time customer service representative to support our policyholders. You will deliver professional, courteous service, answer policy questions, accept payments, and process transactions while identifying client needs and following up on quotes, renewals, and cancellations.

You’ll engage in marketing initiatives for new business on an as-needed basis, maintain a clean workspace, perform FNOL vehicle inspections, and assist with taking

Qualifications

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

Responsibilities

• Provide professional, courteous service to internal and external customers.
• Answer 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).
• Taking vehicle pictures (squatting, bending, flexing required).
• Bank run deposits.
• Position is full time.
• Other duties as assigned.

Skills

Communication skills

Assertive

Customer service

Bilingual English/Spanish

State licensing

Education

High School Diploma

Job description

Fred Loya Insurance Agency in Wasco, CA is seeking a full-time customer service representative to support our policyholders. You will deliver professional, courteous service, answer policy questions, accept payments, and process transactions while identifying client needs and following up on quotes, renewals, and cancellations.

You’ll engage in marketing initiatives for new business on an as-needed basis, maintain a clean workspace, perform FNOL vehicle inspections, and assist with taking