CSR- In office Sales Representative

Posted 2026-05-06
Remote, USA Full-time Immediate Start

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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