CSR- In office Sales Representative - Fred Loya Insurance

1. Sales
2. Provides professional, courteous service to internal and external customers
3. Answers any questions regarding customer's policy
4. Accept payments and process transactions
5. Identify any potential needs the customer may have regarding their policy
6. Follow up with customers on quotes, renewals, and cancellations
7. Involved with marketing initiatives for new business development on an as-needed basis
8. Maintain a neat and clean work area and office
9. FNOL's (vehicle inspections)
10. Taking vehicle pictures (squatting, bending, flexing required)
11. Bank run deposits
12. Position is full time
13. Other duties as assigned

• Computer literate desired from basic to intermediate skills
• Bilingual (English/Spanish) is helpful
• Must have excellent communication skills, be assertive, and have the ability provide a first-rate experience for our customers
• Must pass state licensing requirements
• Flexible schedule
• Reliable transportation

• High School Diploma
• Previous customer service experience is helpful

Computer literate desired from basic to intermediate skills

Bilingual (English/Spanish) is helpful

Must have excellent communication skills, be assertive, and have the ability provide a first-rate experience for our customers

Must pass state licensing requirements

Flexible schedule

Reliable transportation

High School Diploma

Previous customer service experience is helpful