CSR- In office Sales Representative at Fred Loya… · San…

Summary: Fred Loya Insurance Agency is seeking a CSR- In office Sales Representative. The role focuses on providing exceptional service to customers, handling sales, and processing transactions while maintaining a clean work environment.

Responsibilities:
- Sales
- Provides professional, courteous service to internal and external customers
- Answers any questions regarding customer’s policy
- Accept payments and process transactions
- Identify any 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
- Maintain a neat and clean work area and office
- FNOL’s (vehicle inspections)
- Taking vehicle pictures (squatting, bending, flexing required)
- Bank run deposits
- Position is full time
- Other duties as assigned

Required Qualifications:
- Computer literate desired from basic to intermediate skills
- 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

Preferred Qualifications:
- Bilingual (English/Spanish) is helpful
- Previous customer service experience is helpful

Required Skills: State licensing, Bilingual English/Spanish