Bilingual Insurance CSR — Service & Sales (EN/ES)

Univista Insurance; Miami (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

Univista Insurance is seeking a motivated Bilingual Customer Service Sales Representative in Miami. You will handle customer inquiries, resolve issues, and actively promote insurance products and services with fluent English and Spanish communication.

The role emphasizes upselling, cross-selling, accurate record-keeping, and collaboration across teams. A high school diploma and basic computer skills are required; insurance licensing is a plus as is prior call center experience.

Qualifications

• Bilingual English/Spanish is mandatory.
• High school diploma or equivalent required.
• Basic proficiency with CRM and MS Office.
• 1 year customer service experience preferred, insurance-related is a plus.
• License: 2-20/440 preferred.

Responsibilities

• Handle incoming calls from customers promptly and professionally.
• Initiate outbound calls to follow up on inquiries and promote products.
• Identify concerns and resolve them to ensure a positive experience.
• Use problem-solving skills and product knowledge to address inquiries.
• Promote products and services using upselling and cross-selling techniques.
• Maintain records of interactions and follow-up actions.
• Collaborate with team and other departments to resolve issues as needed.
• Attend training sessions and participate in local store marketing initiatives.
• Represent the company in business-related activities.

Skills

Bilingual English/Spanish

Customer service

Sales

Call center

Education

High school diploma or equivalent

Tools

CRM systems

Microsoft Office

Job description

Univista Insurance is seeking a motivated Bilingual Customer Service Sales Representative in Miami. You will handle customer inquiries, resolve issues, and actively promote insurance products and services with fluent English and Spanish communication.

The role emphasizes upselling, cross-selling, accurate record-keeping, and collaboration across teams. A high school diploma and basic computer skills are required; insurance licensing is a plus as is prior call center experience.