Essential Duties and Responsibilities

Sales

Provides qualified, 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

Customer Service Representative is responsible for selling new auto insurance policies, renewing policies,



servicing existing policies, and marketing for possible new business.

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