CSR- In office Sales Representative
Fred Loya Insurance Agency · San Bernardino, CA · 1 mo ago
OTHRFull-time
Essential Duties and Responsibilities
- Provide professional, courteous service to internal and external customers.
- Answer questions regarding customers’ policies.
- Accept payments and process transactions.
- Identify potential needs customers may have regarding their policies.
- Follow up with customers on quotes, renewals, and cancellations.
- Participate in marketing initiatives for new business development on an as‑needed basis.
- Maintain a neat and clean work area and office.
- Perform FNOL vehicle inspections.
- Take vehicle pictures (requiring squatting, bending, flexing).
- Run bank deposits.
- Other duties as assigned.
Qualifications
- Computer literate – basic to intermediate skills.
- Bilingual (English/Spanish) is helpful.
- Excellent communication skills and assertiveness.
- Ability to provide a first‑rate customer experience.
- Must pass state licensing requirements.
- Reliable transportation.
Education/Training/Experience
- High School Diploma.
- Previous customer service experience is helpful.
Schedule
Full‑time position with a flexible schedule.