Policy Services & Sales Specialist

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

Job summary

Fred Loya Insurance Agency in Porter, TX is seeking a full-time Customer Service Specialist to provide professional service to customers, answer policy questions, and process payments. You will identify customer needs, follow up on quotes and renewals, and assist with marketing initiatives for new business when needed.

The role requires reliable transportation, a flexible schedule, and state licensing as applicable. Bilingual English/Spanish is helpful to serve diverse clients in the community.

Qualifications

• Computer literate 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

• 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
• Follow up with customers on quotes, renewals, and cancellations
• Involved with marketing initiatives for new business development on an as-needed basis
• Maintains a neat and clean work area and office
• FNOLs (vehicle inspections)
• Position is full time
• Other duties as assigned

Skills

Computer literacy

Bilingual

Excellent communication

Customer service mindset

Education

High School Diploma

Job description

Fred Loya Insurance Agency in Porter, TX is seeking a full-time Customer Service Specialist to provide professional service to customers, answer policy questions, and process payments. You will identify customer needs, follow up on quotes and renewals, and assist with marketing initiatives for new business when needed.

The role requires reliable transportation, a flexible schedule, and state licensing as applicable. Bilingual English/Spanish is helpful to serve diverse clients in the community.