Jobs · OTHR · California

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.

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