1. Sales
2. Provides professional, courteous service to internal and external customers
3. Answers any questions regarding customer’s policy
4. Accept payments and process transactions
5. Identify any potential needs the customer may have regarding their policy
6. Follow up with customers on quotes, renewals, and cancellations
7. Involved with marketing initiatives for current business development on an as-needed basis
8. Maintain a neat and clean work area and office
9. FNOL’s (vehicle inspections)
10.
Taking vehicle pictures (squatting, bending, flexing required)
11. Bank run deposits
12. Position is full time
13. 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
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
📌 CSR- In office Sales Representative (Ontario)
🏢 Fred Loya Insurance Agency
📍 Ontario
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