CSR- In office Sales Representative
Fred Loya Insurance Agency · National City, CA · 2 days ago
OTHRFull-time
About the role
Position is full time.
Responsibilities
- Provide professional, courteous service to internal and external customers.
- Answer 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.
- Involvement with marketing initiatives for new business development on an as-needed basis.
- Maintain a neat and clean work area and office.
- Perform FNOL’s (vehicle inspections), including taking vehicle pictures (squatting, bending, flexing required).
- Conduct bank run deposits.
- Perform other duties as assigned.
Requirements
- Computer literate, from basic to intermediate skills.
- Bilingual (English/Spanish) is helpful.
- Excellent communication skills, assertiveness, and ability to provide a first-rate customer experience.
- Must pass state licensing requirements.
- Flexible schedule.
- Reliable transportation.
- High School Diploma.
- Previous customer service experience is helpful.