Policy Sales & Renewal Specialist

Fred Loya Insurance Agency; Tulsa (OK); On-site; USD 28,000 - 38,000; Full time

Job summary

Fred Loya Insurance Agency in Tulsa, OK is hiring a full-time Customer Service Specialist to deliver professional service to policyholders and prospects. You will answer policy questions, take payments, process transactions, identify customer needs, and follow up on quotes, renewals, and cancellations.

The role may assist with new business development as needed. Ideal candidates have a High School Diploma, basic computer skills, and clear English communication; Spanish helps.

Qualifications

• High School Diploma.
• Previous customer service experience is helpful.
• Must pass state licensing requirements.
• Flexible schedule and reliable transportation.

Responsibilities

• Sales and provide professional, courteous service to customers.
• Answer questions regarding customer policies and process payments.
• Identify customer needs and follow up on quotes, renewals, and cancellations.
• Support marketing initiatives for new business development as needed.
• Maintain a neat office and complete FNOL vehicle inspections when required.
• Take vehicle pictures and perform bank deposits as part of duties.

Skills

Communication skills

Bilingual English/Spanish

Computer literacy

Education

High School Diploma

Job description

Fred Loya Insurance Agency in Tulsa, OK is hiring a full-time Customer Service Specialist to deliver professional service to policyholders and prospects. You will answer policy questions, take payments, process transactions, identify customer needs, and follow up on quotes, renewals, and cancellations.

The role may assist with new business development as needed. Ideal candidates have a High School Diploma, basic computer skills, and clear English communication; Spanish helps.