Bilingual Customer Service & Sales Rep (EN/ES)

Univista Insurance; Plano (TX); On-site; USD 32,000 - 50,000; Full time

Job summary

UniVista Insurance in Plano, TX is seeking a motivated Bilingual Customer Service Sales Representative to join our growing team. The role handles customer inquiries, resolves issues, and promotes our products, with fluency in English and Spanish required for effective communication.

You will manage calls, upsell and cross-sell, document interactions, collaborate with colleagues, and participate in training and marketing activities.

Qualifications

• Bilingual English/Spanish required.
• High school diploma or equivalent.
• Basic computer skills; familiar with CRM and MS Office.
• Call center or customer service experience preferred.
• Insurance background with 2-20/440 license preferred.
• Excellent verbal and written communication skills.
• Strong problem-solving and timely resolution focus.
• Reliable transportation.

Responsibilities

• Handle incoming calls from customers promptly and professionally.
• Initiate outbound calls to follow up on inquiries, resolve issues, or promote products and services.
• Identify customer concerns and resolve them effectively to ensure a positive experience.
• Address inquiries and complaints using problem-solving skills and product knowledge.
• Provide swift resolutions to customer issues while maintaining accuracy and quality.
• Engage with customers to understand needs and offer personalized solutions.
• Promote products and services during interactions, using upselling and cross-selling techniques.
• Maintain records of customer interactions and follow-up actions.
• Collaborate with team members and other departments to address complex issues or escalate unresolved ones as needed.
• Adhere to company policies and regulatory requirements.

Skills

Bilingual in English and Spanish

Excellent communication

Problem-solving

Time management

Organizational skills

Professional demeanor

Education

High school diploma or equivalent

Tools

CRM

MS Office

Job description

UniVista Insurance in Plano, TX is seeking a motivated Bilingual Customer Service Sales Representative to join our growing team. The role handles customer inquiries, resolves issues, and promotes our products, with fluency in English and Spanish required for effective communication.

You will manage calls, upsell and cross-sell, document interactions, collaborate with colleagues, and participate in training and marketing activities.