CSR- In office Sales Representative (Brighton)

CSR- In office Sales Representative (Brighton)

16 Oct
|
Fred Loya Insurance Agency
|
Brighton

16 Oct

Fred Loya Insurance Agency

Brighton

Brief Description

- 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)
- 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 transactionsIdentify 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

- 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
- Versatile schedule
- Reliable transportation

Education/Training/Experience

- High School Diploma
- Previous customer service experience is helpful

Summary

- 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, renewaments, 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

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📌 CSR- In office Sales Representative (Brighton)
🏢 Fred Loya Insurance Agency
📍 Brighton

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