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Fred Loya Insurance Agency

CSR- In office Sales Representative

Fred Loya Insurance Agency, Calexico, California, United States, 92231

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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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