CSR Sales Representative

Univista Holdings; Town of Florida (NY); On-site; USD 19,000 - 22,000; Full time

Benefits offered by this job

Medical Insurance

Dental and Vision

401(k) with Match

Paid Time Off

Sick Time

Performance Bonus

Employee Referral Program

Career Growth Path

Training and Development

Job summary

Univista Holdings in Hialeah, FL is seeking a full-time customer service representative to handle inbound and outbound calls, resolve issues, and upsell products. The role requires bilingual English/Spanish proficiency and a high school diploma, with CRM and MS Office familiarity.

Responsibilities include documenting interactions, collaborating with teams, and adhering to regulatory and data protection standards.

Qualifications

• Bilingual English and Spanish required.
• High school diploma or equivalent.

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.
• Provide swift resolutions to customer issues while ensuring accuracy and quality in interactions.
• Engage with customers to understand needs and offer personalized solutions.
• Promote products and services during interactions with upselling/cross-selling.
• Maintain records of customer interactions and follow-up actions.
• Collaborate with team members and other departments to address complex issues.
• Adhere to company policies, data protection guidelines, and regulatory requirements.
• Attend sales/customer service training sessions.
• Execute local store marketing initiatives and other marketing efforts.
• Represent the company in business activities.

Skills

Bilingual English/Spanish

Communication skills

Problem solving

Time management

Organizational skills

Team collaboration

Sales/upselling experience

Education

High school diploma

Insurance license (2-20/440)

Tools

CRM systems

Microsoft Office

Job description

Job Location: Hialeah, FL 33014
Position Type: Full Time
Salary Range: $14.00 - $16.00 Hourly

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 guidelines.
• 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.
• Perform other duties as assigned.

Qualifications

• 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.
• One year of customer service experience preferred, preferably in an insurance‑related field with a 2‑20/440 license.
• Reliable transportation is required.

Benefits

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