Fred Loya Insurance Agency
CSR- In office Sales Representative
Fred Loya Insurance Agency, San Marcos, California, us, 92079
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CSR- In office Sales Representative
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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 possible new business. Requirements Computer literate desired from basic to intermediate skills Bilingual (English/Spanish) is helpful Must have excellent communication skills, be assertive, and have the ability to provide a first-rate experience for our customers 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 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 Seniority level:
Entry level Employment type:
Full-time Job function:
Other, Insurance
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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 possible new business. Requirements Computer literate desired from basic to intermediate skills Bilingual (English/Spanish) is helpful Must have excellent communication skills, be assertive, and have the ability to provide a first-rate experience for our customers 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 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 Seniority level:
Entry level Employment type:
Full-time Job function:
Other, Insurance
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