Bilingual Customer Service Sales Agent, Auto Insurance
Overview
You will own the full customer sales cycle for Fred Loya Insurance, handling walk-ins and phone calls for auto insurance policies at our Phoenix office. You will process payments, quote new policies, and manage renewals and cancellations in a high-volume, bilingual environment. You will work with Salesforce (or similar CRM) and state licensing tools, supported by a team of 5 agents. This role requires active Arizona Insurance License or willingness to pass state licensing. You will also handle vehicle inspections and bank deposits, making every day varied and hands-on.
What You'll Do8
- 1Greet every customer with professional, courteous service and answer questions about their auto policy.
- 2Process payments and transactions accurately using QuickBooks and internal billing systems.
- 3Run quotes for new business and follow up on pending quotes, renewals, and cancellations within 24 hours.
- 4Identify upsell and cross-sell opportunities for Fred Loya Insurance products, such as renters or commercial auto.
- 5Perform vehicle inspections and take photos, requiring bending, squatting, and flexible movement.
- 6Deposit cash and checks at the bank on a daily basis.
- 7Maintain a clean and organized work area, restocking forms and brochures.
- 8Support marketing initiatives for new business development, including outbound calls and community events.
Requirements8
- 1Bilingual fluency in English and Spanish, both written and spoken.
- 2High School Diploma or equivalent; some college preferred.
- 31+ years of customer service experience, ideally in insurance or retail.
- 4Basic to intermediate computer skills, including Microsoft Office and CRM systems.
- 5Pass state licensing requirements within 90 days of hire.
- 6Flexible work schedule including some evenings and weekends.
- 7Reliable transportation for bank runs and off-site inspections.
- 8Excellent communication skills and assertiveness to handle objections.
Salary Insight
$33 - $37k per year
Location
Required Skills
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