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CSR- In office Sales Representative
CSR- In office Sales RepresentativeFred Loya Insurance Agency • Placentia, NL, CA
CSR- In office Sales Representative

CSR- In office Sales Representative

Fred Loya Insurance Agency • Placentia, NL, CA
19 days ago
Job type
  • Full-time
Job description

Join to apply for the CSR - In Office Sales Representative role at Fred Loya Insurance Agency .

Brief Description : Customer Service Representative is responsible for selling new auto insurance policies, renewing policies, servicing existing policies, and marketing for potential new business.

Requirements :

  • Computer literate (basic to intermediate skills).
  • Bilingual (English / Spanish) is helpful.
  • Excellent communication skills, assertiveness, and ability to provide a first-rate customer experience.
  • Must pass state licensing requirements.
  • Flexible schedule.
  • Reliable transportation.

Education / Training / Experience :

  • High School Diploma.
  • Previous customer service experience is helpful.
  • Essential Duties and Responsibilities :

  • Provide professional, courteous service to internal and external customers.
  • Answer questions regarding customer policies.
  • Accept payments and process transactions.
  • Identify potential customer needs regarding their policies.
  • Follow up on quotes, renewals, and cancellations.
  • Participate in marketing initiatives for new business development as needed.
  • Maintain a neat and clean work area and office.
  • Conduct FNOL vehicle inspections and take vehicle pictures (squatting, bending, flexing required).
  • Handle bank deposits.
  • This is a full-time position.
  • Other duties as assigned.
  • Seniority level

    Entry level

    Employment type

    Full-time

    Job function

    Other

    Industries

    Insurance

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    Sales Representative • Placentia, NL, CA

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