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// POSTED: May 4, 2026

CSR- In office Sales Representative

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Description

Essential Duties and Responsibilities

  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 new 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

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

 

Summary

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

 

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