What are the responsibilities and job description for the CSR- In office Sales Representative position at Fred Loya Insurance?
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
Education / Training / Experience
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
