Policy Sales & Service Specialist

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

Job summary

Fred Loya Insurance Agency in Texas seeks a full-time Customer Service Representative to assist clients with policy questions, payments, renewals, and new business inquiries. Strong communication and bilingual abilities are a plus.

You will support sales efforts, maintain accurate records, and help ensure a positive customer experience in a fast-paced office environment located in Bellmead. A high school diploma and reliable transportation are required.

Qualifications

• Computer literacy with basic to intermediate skills.
• Bilingual English/Spanish is helpful.
• Excellent communication skills and ability to provide a first-rate customer experience.

Responsibilities

• Sales
• Provides professional, courteous service to internal and external customers
• Answers questions regarding customer’s policy
• Accepts payments and processes transactions
• Identifies potential needs the customer may have regarding their policy
• Follows up with customers on quotes, renewals, and cancellations
• Involved with marketing initiatives for new business development as needed
• Maintains a neat and clean work area and office
• FNOLs (vehicle inspections)
• Takes vehicle pictures (squatting, bending, flexing required)
• Bank deposits
• Position is full time
• Other duties as assigned
• Summary: Sales and customer service duties as described above

Skills

Computer literacy

Bilingual

Communication skills

Licensing requirements

Flexible schedule

Reliable transportation

Education

High School Diploma

Job description

Fred Loya Insurance Agency in Texas seeks a full-time Customer Service Representative to assist clients with policy questions, payments, renewals, and new business inquiries. Strong communication and bilingual abilities are a plus.

You will support sales efforts, maintain accurate records, and help ensure a positive customer experience in a fast-paced office environment located in Bellmead. A high school diploma and reliable transportation are required.