CSR Sales Representative

UniVista Insurance; Orlando (FL); On-site; USD 32,000 - 48,000; Full time

Job summary

UniVista Insurance is seeking a customer service-focused professional to handle inquiries, resolve issues, and promote products and services. Fluency in English and Spanish is essential to communicate with a diverse customer base.

You will handle incoming and outbound calls, identify customer needs, and provide personalized solutions while maintaining accurate records and ensuring compliance with data protection guidelines.

Qualifications

• Fluency in English and Spanish is essential.
• Experience in customer service or call center environments is preferred.
• Strong communication and problem-solving skills required.

Responsibilities

• Handle incoming customer inquiries promptly and professionally.
• Initiate outbound calls to follow up on inquiries or promote products and services.
• Identify customer concerns and resolve them to ensure a positive experience.
• Upsell and cross-sell products to maximize sales opportunities.
• Maintain accurate records of interactions and resolutions.
• Collaborate with team members and other departments to resolve complex issues.
• Adhere to company policies, procedures, and data protection guidelines.
• Attend sales and customer service training sessions.

Skills

Bilingual English/Spanish

Customer service

Communication

Job description

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 escalate 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.