Policy Sales & Service Advisor

Fred Loya Insurance Agency; Riverside (CA); On-site; USD 32,000 - 52,000; Full time

Job summary

Fred Loya Insurance Agency in Riverside, CA is seeking a full-time Customer Service Representative to drive sales and deliver a first-rate customer experience. You will answer questions about policies, take payments, and assist with quotes, renewals, and cancellations.

The role includes identifying policy needs, supporting marketing efforts, and maintaining an organized office. Bilingual English/Spanish and strong communication are preferred; licensing will be required.

Qualifications

• High School Diploma is required.
• Previous customer service experience is helpful.

Responsibilities

• Sell insurance products and provide professional service to customers.
• Answer questions about customers' policies.
• Accept payments and process transactions.
• Identify potential policy needs and follow up on quotes, renewals, and cancellations.
• Support marketing initiatives for new business development as needed.
• Maintain a neat and clean work area and office.
• Perform FNOL vehicle inspections and take vehicle photos.
• Handle bank deposits.
• Position is full time.
• Other duties as assigned.

Skills

Computer literacy

Bilingual (English/Spanish)

Communication skills

Customer service

Licensing

Flexible schedule

Reliable transportation

Education

High School Diploma

Customer service experience preferred

Job description

Fred Loya Insurance Agency in Riverside, CA is seeking a full-time Customer Service Representative to drive sales and deliver a first-rate customer experience. You will answer questions about policies, take payments, and assist with quotes, renewals, and cancellations.

The role includes identifying policy needs, supporting marketing efforts, and maintaining an organized office. Bilingual English/Spanish and strong communication are preferred; licensing will be required.