CSR- In office Sales Representative
Fred Loya Insurance Agency · Covina, CA · 22 mo ago
SalesFull-time
About the role
As a CSR-In Office Sales Representative, you will be responsible for managing customer relationships, processing insurance claims, and providing support to clients. This position requires excellent communication skills and a proactive approach to problem-solving.Responsibilities
- Manage customer interactions through phone calls and emails
- Process insurance claims efficiently and accurately
- Provide timely and accurate information to customers regarding their policies
- Handle escalated issues and complaints professionally
- Support team members in achieving sales targets
Requirements
- Bachelor's degree in Business Administration or related field (or equivalent work experience)
- At least 2 years of experience in a customer service or sales role
- Strong communication and interpersonal skills
- Proficient in Microsoft Office Suite
- Ability to work independently and manage multiple tasks simultaneously
Qualifications
- Excellent verbal and written communication skills
- Ability to handle stressful situations calmly and effectively
- Knowledge of insurance products and industry regulations
- Basic computer skills including proficiency in using CRM software
Skills
- Customer service orientation
- Problem-solving abilities
- Time management and organizational skills
- Adaptability to changing priorities
Benefits
- Competitive salary package
- Health insurance coverage
- Paid time off
- Professional development opportunities