Bilingual CSR Sales Rep — Insurance Solutions

Univista Holdings Llc; Miami (FL); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Competitive base pay

Paid time off

Medical insurance

Dental & vision coverage

401(k) with match

Training & development

Job summary

Univista Holdings Llc is seeking a motivated bilingual Customer Service Sales Representative to join our team. You will handle customer inquiries, resolve issues, and actively promote our insurance products. Fluency in English and Spanish is essential for effective communication with our diverse client base.

You will answer calls, initiate follow-ups, upsell, and maintain accurate records in our CRM, collaborating across departments to ensure a positive experience.

Qualifications

• High school diploma or equivalent.
• Basic computer skills including CRM systems and Microsoft Office.
• 1 year customer service experience preferred, insurance background a plus.

Responsibilities

• Handle incoming calls from customers promptly and professionally.
• Initiate outbound calls to follow up on inquiries and promote products.
• Identify and resolve customer concerns to ensure a positive experience.
• Maintain accurate records of customer interactions in the CRM.
• Collaborate with teams to address complex issues and escalate as needed.
• Attend sales and customer service training sessions.

Skills

Verbal communication

Written communication

Problem solving

Organization & time management

Professional and energetic

Education

High school diploma or equivalent

Tools

CRM systems

Microsoft Office

Job description

Univista Holdings Llc is seeking a motivated bilingual Customer Service Sales Representative to join our team. You will handle customer inquiries, resolve issues, and actively promote our insurance products. Fluency in English and Spanish is essential for effective communication with our diverse client base.

You will answer calls, initiate follow-ups, upsell, and maintain accurate records in our CRM, collaborating across departments to ensure a positive experience.