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Fred Loya Insurance Agency

CSR- In office Sales Representative

Fred Loya Insurance Agency, Fullerton, California, United States, 92632

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CSR- In office Sales Representative

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CSR- In office Sales Representative

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Fred Loya Insurance Agency Get AI-powered advice on this job and more exclusive features. 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) Position is full time Other duties as assigned

Brief Description

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

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 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

Requirements

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 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

Summary

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

Seniority level Entry level Employment type

Employment type Full-time Job function

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