Bilingual Customer Service & Sales Specialist

Univista Insurance; Haltom City (TX); On-site; USD 32,000 - 45,000; Full time

Job summary

UniVista Insurance is seeking a highly motivated Bilingual Customer Service Sales Representative in Texas. The role emphasizes handling inquiries, resolving issues, and proactively promoting products and services to a diverse customer base in both English and Spanish.

You will engage with customers via calls, follow up on inquiries, and apply upselling techniques while maintaining accurate records and adhering to data protections and company policies.

Qualifications

• Bilingual in English and Spanish is mandatory.
• High school diploma or equivalent required.
• Basic computer skills with CRM and MS Office.
• Call center or customer service experience preferred.
• Insurance industry experience is a plus.

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 to ensure a positive experience.
• Utilize problem-solving skills and product knowledge to address inquiries and complaints.
• Upsell and cross-sell to maximize sales opportunities.
• Maintain accurate records of customer interactions and follow-ups.
• Escalate unresolved issues per company policy.
• Adhere to data protection guidelines and training.
• Attend sales and customer service training sessions.
• Represent UniVista Insurance in business-related activities.

Skills

Bilingual English/Spanish

CRM software

Microsoft Office

Call center experience

Sales/telemarketing experience

Education

High school diploma or equivalent

Tools

CRM software proficiency

MS Office

Job description

UniVista Insurance is seeking a highly motivated Bilingual Customer Service Sales Representative in Texas. The role emphasizes handling inquiries, resolving issues, and proactively promoting products and services to a diverse customer base in both English and Spanish.

You will engage with customers via calls, follow up on inquiries, and apply upselling techniques while maintaining accurate records and adhering to data protections and company policies.