Bilingual Insurance CSR & Sales Pro

Univista Holdings Llc; Coral Gables (FL); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Base pay competitive salary

PTO (paid time off) starts 1 week

Medical insurance

Sick time

Dental & Vision

Performance bonus

401(k) with match

Training & development

Career growth path

Job summary

Univista Holdings Llc in Florida seeks a Bilingual Customer Service Sales Representative to handle inquiries, resolve issues, and promote our auto, home, and life insurance products. Fluency in English and Spanish is essential for effective communication with a diverse customer base.

You will perform outbound follow-ups, upsell opportunities, and maintain accurate records in our CRM. The role requires a high school diploma, basic computer skills, and 1 year of customer service experience;

Qualifications

• Bilingual (English and Spanish) required or highly preferred.
• 1 year customer service experience is preferred.
• Experience in insurance or telemarketing a plus.
• Strong communication and problem-solving skills.
• Proficient computer usage and CRM familiarity.

Responsibilities

• Handle inbound calls from customers promptly and professionally.
• Conduct outbound calls to follow up and upsell products/services.
• Resolve customer issues with accurate information and empathy.
• Document interactions and resolutions in CRM systems.
• Collaborate with teams to address complex issues and ensure compliance.

Skills

Bilingual: English/Spanish

Customer service

CRM software

Phone sales

Data entry

Education

High school diploma or equivalent

Tools

CRM systems

Microsoft Office

Job description

Univista Holdings Llc in Florida seeks a Bilingual Customer Service Sales Representative to handle inquiries, resolve issues, and promote our auto, home, and life insurance products. Fluency in English and Spanish is essential for effective communication with a diverse customer base.

You will perform outbound follow-ups, upsell opportunities, and maintain accurate records in our CRM. The role requires a high school diploma, basic computer skills, and 1 year of customer service experience;