Bilingual Insurance CSR & Sales Specialist

Univista Holdings; Florida; On-site; USD 25,000 - 26,000; Full time

Benefits offered by this job

Competitive base pay

Paid Time Off (PTO)

Medical Insurance

Dental & Vision insurance

401(k) with match

Career growth path

Job summary

Univista Holdings in Casselberry, FL seeks a highly motivated Bilingual Customer Service Sales Representative to handle inquiries, resolve issues, and promote our insurance products. Fluency in English and Spanish is essential.

You will manage calls, follow up on inquiries, upsell services, maintain records, and collaborate with teammates. A high school diploma and CRM familiarity are required; prior call center or insurance-related experience is a plus.

Qualifications

• Bilingual in English and Spanish required.
• High school diploma or equivalent.
• Experience in a call center or customer service preferred.
• 1 year customer service experience preferred; insurance license (2-20/440) is a plus.

Responsibilities

• Handle incoming calls promptly and professionally.
• Initiate outbound calls to follow up and upsell products.
• Identify and resolve customer issues to ensure satisfaction.
• Document interactions and outcomes accurately.
• Collaborate with team and departments to resolve complex issues.

Skills

Bilingual English/Spanish

CRM familiarity

Call center experience

Sales skills

Education

High school diploma

Tools

CRM software

Microsoft Office

Job description

Univista Holdings in Casselberry, FL seeks a highly motivated Bilingual Customer Service Sales Representative to handle inquiries, resolve issues, and promote our insurance products. Fluency in English and Spanish is essential.

You will manage calls, follow up on inquiries, upsell services, maintain records, and collaborate with teammates. A high school diploma and CRM familiarity are required; prior call center or insurance-related experience is a plus.