CSR Sales Representative

UniVista Insurance; Florida; On-site; USD 32,000 - 48,000; Full time

Benefits offered by this job

Base pay plus performance bonus

2–4 weeks PTO (varies by tenure)

Medical, dental & vision insurance

Sick time separate from PTO

Retirement plan options

Job summary

UniVista Insurance is seeking a highly motivated Bilingual Customer Service Sales Representative in Florida to handle inquiries and resolve issues promptly.

Join our fast-growing bilingual insurance agency and provide personalized recommendations while promoting auto, home, life, and commercial policies. This role emphasizes strong communication and upselling within a fast-paced environment.

Qualifications

• Fluency in English and Spanish required for effective communication.
• Minimum high school diploma or equivalent.
• Experience in a call center or customer service environment preferred.
• Strong written and verbal communication skills.
• Ability to use CRM systems and basic computer applications.

Responsibilities

• Handle incoming calls from customers promptly and professionally.
• Initiate outbound calls to follow up on inquiries or promote products and services.
• Identify customer concerns and resolve issues to ensure a positive experience.
• Utilize product knowledge to address inquiries and complaints.
• Engage with customers to understand needs and offer personalized solutions.
• Promote products and services using upselling and cross-selling techniques.
• Maintain records of interactions and outcomes in CRM.
• Collaborate with team members and other departments; escalate issues as needed.
• Attend sales and customer service training sessions.

Skills

Bilingual English/Spanish

Customer service

Call center experience

Upselling & cross-selling

CRM systems

MS Office

Communication

Problem solving

Time management

Education

High school diploma or equivalent

Tools

CRM systems

Microsoft Office

Job description

Position Overview: We are seeking a highly motivated and professional Bilingual Customer Service Sales Representative to join our team. In this role, you will be responsible for handling customer inquiries, resolving issues efficiently, and actively promoting our products and services. Fluency in both English and Spanish is essential for effective communication with our diverse customer base.Key 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 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, maintaining efficiency while ensuring accuracy and quality in interactions.Engage with customers to understand their needs and preferences, offering personalized solutions and recommendations to meet individual requirements.Actively promote our products and services during customer interactions, utilizing upselling and cross-selling techniques to maximize sales opportunities.Maintain accurate records of customer interactions, including details of inquiries, resolutions, and follow-up actions.Collaborate with team members and other departments to address complex customer issues or escalate unresolved issues as necessary.Adhere to company policies and procedures, including compliance with regulatory requirements and data protection guidelinesAttend necessary sales and customer service training sessions.Execute local store marketing initiatives and other marketing efforts.Represent the company in all business-related activities.Perform other duties as assigned.Bilingual proficiency in English and Spanish is mandatory.High school diploma or equivalent 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, with the 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 able 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 USWe 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 USWe know talented bilingual insurance professionals have options. Here is what makes us different:✓ 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 trainingOUR CORE VALUES“The harder we work, the luckier we are.”️PROTECTSafety for our communitiesWe 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.HELPSwift, personalized supportOur agents are ready to assist with any insurance questions, providing swift and personalized support to guide clients through their options.PROMOTEInvesting in our workforceWe invest in the future of our workforce with career paths and training for aspiring agents, contributing to the growth of the insurance sector.BUILDTrust & transparencyOur client relationships are built on trust and transparency, with each interaction tailored to meet individual insurance needs.EDUCATE & GUIDEClarity & empowermentClarity and empowerment are the goals of our resources, aimed at helping clients make informed insurance decisions.PROVIDEAccessible solutionsWe deliver affordable and innovative insurance solutions made readily accessible through tools like our app, enhancing convenience for our clients.