What are the responsibilities and job description for the CSR- In office Sales Representative position at Fred Loya Insurance Agency?
Brief Description
Essential Duties and Responsibilities
Qualifications/Requirements
Computer literate desired from basic to intermediate skills
Bilingual (English/Spanish) is helpful
Must have excellent communication skills, be assertive, and have the ability provide a first-rate experience for our customers
Must pass state licensing requirements
Flexible schedule
Reliable transportation
Education/Training/Experience
High School Diploma
Previous customer service experience is helpful
Summary
Essential Duties and Responsibilities
Sales
Provides professional, courteous service to internal and external customers
Answers 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
Involved with marketing initiatives for new business development on an as-needed basis
Maintain a neat and clean work area and office
FNOL’s (vehicle inspections)
Taking vehicle pictures (squatting, bending, flexing required)
Bank run deposits
Position is full time
Other duties as assigned
Essential Duties and Responsibilities
- Sales
- Provides professional, courteous service to internal and external customers
- Answers 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
- Involved with marketing initiatives for new business development on an as-needed basis
- Maintain a neat and clean work area and office
- FNOL’s (vehicle inspections)
- Taking vehicle pictures (squatting, bending, flexing required)
- Bank run deposits
- Position is full time
- Other duties as assigned
- Computer literate desired from basic to intermediate skills
- Bilingual (English/Spanish) is helpful
- Must have excellent communication skills, be assertive, and have the ability provide a first-rate experience for our customers
- Must pass state licensing requirements
- Flexible schedule
- Reliable transportation
- High School Diploma
- Previous customer service experience is helpful
Qualifications/Requirements
Computer literate desired from basic to intermediate skills
Bilingual (English/Spanish) is helpful
Must have excellent communication skills, be assertive, and have the ability provide a first-rate experience for our customers
Must pass state licensing requirements
Flexible schedule
Reliable transportation
Education/Training/Experience
High School Diploma
Previous customer service experience is helpful
Summary
Essential Duties and Responsibilities
Sales
Provides professional, courteous service to internal and external customers
Answers 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
Involved with marketing initiatives for new business development on an as-needed basis
Maintain a neat and clean work area and office
FNOL’s (vehicle inspections)
Taking vehicle pictures (squatting, bending, flexing required)
Bank run deposits
Position is full time
Other duties as assigned
