Jobs · OTHR · California

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.

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