CSR 440

Univista Holdings; Florida; On-site; USD 21,000 - 25,000; Full time

Benefits offered by this job

Base pay

PTO (1 week to start)

Medical insurance

Sick time

Dental & vision

Performance bonus

401(k) with match

Training & development

Career growth path

Employee referral program

Job summary

Univista Holdings is seeking a bilingual customer service representative for our Hialeah, FL location. The role focuses on handling inquiries in English and Spanish, resolving issues efficiently, and promoting our auto, home, and life insurance products.

Ideal candidates will have a high school diploma, 1 year of customer service experience, and familiarity with CRM systems and MS Office. Join a fast-growing team and pursue ongoing training, with opportunities for growth within the company.

Qualifications

• High school diploma or equivalent is required.
• Fluent in English and Spanish; bilingual proficiency is mandatory.
• CRM systems and Microsoft Office familiarity preferred.
• Call center or customer service experience is preferred; sales/telemarketing is a plus.
• Strong verbal and written communication skills; ability to articulate solutions clearly.

Responsibilities

• Handle customer inquiries via phone; resolve issues promptly.
• Promote products and services; upsell and cross-sell where appropriate.
• Maintain accurate records of interactions and resolutions.
• Collaborate with team and other departments to address escalated issues.
• Adhere to company policies, data protection, and regulatory guidelines.
• Attend training sessions and participate in local store marketing initiatives.

Skills

Bilingual English/Spanish

CRM familiarity

Microsoft Office

Call center experience

Sales/telemarketing

Verbal & written communication

Problem solving

Time management

Education

High school diploma or equivalent

Tools

CRM systems

Microsoft Office

Job description

Job Details: Job Location: Hialeah, FL 33014, Position Type: Full Time, Salary Range: $15.00 - $18.00 Hourly,

RESPONSIBILITIES

Responsibilities will include handling customer inquiries, resolving issues efficiently, and promoting our products and services.

• Fluency in both English and Spanish is essential for effective communication with our diverse customer base.
• 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.
• Utilize problem‑solving skills and product knowledge to address inquiries and complaints.
• Strive to provide swift resolutions to customer issues and inquiries. Maintain efficiency while ensuring accuracy and quality in interactions.
• Engage with customers to understand their needs and preferences. Offer personalized solutions and recommendations to meet individual requirements.
• Actively promote our products and services during customer interactions. Utilize upselling and cross‑selling techniques to maximize sales opportunities.
• Maintain accurate records of customer interactions, including details of inquiries, resolutions, and follow‑up actions.
• Ensure all documentation is complete and up-to-date.
• Collaborate with team members and other departments to address complex customer issues or escalated unresolved issues as necessary.
• Work together to achieve common goals and deliver exceptional service.
• Adhere to company policies and procedures, including compliance with regulatory requirements and data protection guidelines.
• Maintain confidentiality and integrity in handling customer information.
• Attend necessary sales and customer service training sessions.
• Execute local store marketing initiatives and other marketing efforts.
• Represent the company in all business-related activities.
• Other duties assigned.

QUALIFICATIONS

• Fluent in both English and Spanish to effectively communicate with customers.
• Bilingual proficiency is mandatory.
• High school diploma or equivalent is required.
• Basic proficiency in computer usage, including familiarity with CRM systems and Microsoft Office applications.
• Previous experience in a call center or customer service role is preferred. Experience in sales or telemarketing is a plus.
• Excellent verbal and written communication skills. Ability to articulate solutions clearly and concisely.
• Strong problem‑solving skills with a focus on delivering timely and effective resolutions to customer issues.
• Strong organizational and time management skills to handle multiple tasks efficiently.
• Professional, energetic, and ability to thrive in a fast‑paced environment and adapt to changing priorities.
• 1-year customer service experience preferred, preferably in an insurance‑related field with a 2-20/440 license.
• Reliable transportation is required.

ABOUT US

We are a fast‑growing, bilingual insurance agency serving clients across Florida and Texas! Our team helps families and businesses protect what matters most — through auto, home, life, and commercial insurance solutions built around each client’s needs.

We are not your average insurance agency. We invest in our people, recognize performance, and create real paths for growth — from your first day in the office to owning your own location. If you are bilingual, driven, and want a career that rewards your work, you have found the right team.

WHY JOIN US

• Real base pay — Competitive salary based on experience and license held
• Paid Time Off — 1 week PTO to start, growing with tenure
• Medical Insurance — Comprehensive health coverage for you
• Sick Time — Dedicated sick time separate from your PTO
• Dental & Vision — Comprehensive dental and vision coverage
• Performance Bonus — Structured plan tied directly to your results
• Supplemental Plans — Voluntary supplemental options available
• Employee Referral — Earn rewards for bringing great talent in
• Basic Life Insurance — Company-paid life insurance
• Career Growth Path — CSR > Agent > Team Lead > Manager > Owner
• 401(k) with Match — Invest in your retirement savings with us!
• Training & Development — Ongoing sales, product, customer service & compliance training

OUR CORE VALUES

PROTECT

Safety for our communities

We ensure the safety of our communities by offering robust insurance options for life’s many facets. Quality and comprehensiveness are the hallmarks of our coverage.

HELP

Swift, personalized support

Our agents are ready to assist with any insurance questions, providing swift and personalized support to guide clients through their options.

PROMOTE

Investing in our workforce

We invest in the future of our workforce with career paths and training for aspiring agents, contributing to the growth of the insurance sector.

BUILD

Trust & transparency

Our client relationships are built on trust and transparency, with each interaction tailored to meet individual insurance needs.

EDUCATE & GUIDE

Clarity & empowerment

Clarity and empowerment are the goals of our resources, aimed at helping clients make informed insurance decisions.

PROVIDE

Accessible solutions

We deliver affordable and innovative insurance solutions made readily accessible through tools like our app, enhancing convenience for our clients.