Fred Loya Insurance Agency

CSR- In office Sales Representative

Plano, TX, US

9 days ago
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Summary

Description

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

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

Requirements

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

Required

Preferred

Job Industries

  • Sales & Marketing

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