Bilingual CSR Sales Rep – Insurance Solutions

Univista Holdings; Houston (TX); On-site; USD 22,000 - 23,000; Full time

Job summary

Univista Holdings in Houston, TX seeks a bilingual Customer Service Sales Representative to handle inquiries and promote our products. Fluency in English and Spanish is essential for communicating with our diverse customer base.

Responsibilities include handling calls, following up on inquiries, upselling, and maintaining accurate records while ensuring compliance with data protection guidelines. Insurance industry background is a plus.

Qualifications

• Bilingual fluency in English and Spanish is required.
• High school diploma or equivalent.
• Basic computer skills including CRM and MS Office.
• Call center or customer service experience preferred.
• Sales or telemarketing experience is a plus.
• Excellent verbal and written communication skills.
• Strong problem-solving and time-management abilities.
• Reliable transportation is required.
• 1 year of customer service experience preferred, insurance license 2-20/440 optional.

Responsibilities

• Handle incoming calls from customers promptly and professionally.
• Initiate outbound calls to follow up, resolve issues, or promote products and services.
• Identify customer concerns and resolve them to ensure a positive experience.
• Use problem-solving skills and product knowledge to address inquiries and complaints.
• Provide swift resolutions while maintaining accuracy and quality in interactions.
• Engage customers to understand needs and offer personalized solutions.
• Promote products and services using upselling and cross-selling techniques.
• Maintain accurate records of customer interactions and actions taken.
• Collaborate with team members and other departments on complex issues.
• Adhere to policies, regulatory requirements, and data protection guidelines.
• Attend necessary sales and customer service training sessions.
• Execute local store marketing initiatives and other marketing efforts.
• Represent the company in business-related activities.
• Perform other duties as assigned.

Skills

Bilingual English-Spanish

Customer service

Sales experience

Call center

Communication skills

Problem solving

Organizational skills

2-20/440 license

Education

High school diploma

Tools

CRM systems

Microsoft Office

Job description

Univista Holdings in Houston, TX seeks a bilingual Customer Service Sales Representative to handle inquiries and promote our products. Fluency in English and Spanish is essential for communicating with our diverse customer base.

Responsibilities include handling calls, following up on inquiries, upselling, and maintaining accurate records while ensuring compliance with data protection guidelines. Insurance industry background is a plus.