Fred Loya Insurance Agency
CSR- In office Sales Representative
Fred Loya Insurance Agency, Calexico, California, United States, 92231
Essential Duties and Responsibilities
Sales
Provides professional, courteous service to internal and external customers
Answers any questions regarding customer’s policy
Accepts payments and processes transactions
Identifies any potential needs the customer may have regarding their policy
Follows 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
FNOL’s (vehicle inspections)
Taking vehicle pictures (squatting, bending, flexing required)
Bank run deposits
Position is full time
Other duties as assigned
Qualifications/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
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Sales
Provides professional, courteous service to internal and external customers
Answers any questions regarding customer’s policy
Accepts payments and processes transactions
Identifies any potential needs the customer may have regarding their policy
Follows 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
FNOL’s (vehicle inspections)
Taking vehicle pictures (squatting, bending, flexing required)
Bank run deposits
Position is full time
Other duties as assigned
Qualifications/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
#J-18808-Ljbffr