CSR Sales Representative (Bilingual English/Spanish)

UNIVISTA HOLDINGS LLC; San Antonio (TX); On-site; USD 34,000 - 52,000; Full time

Job summary

UNIVISTA HOLDINGS LLC is seeking a highly motivated Bilingual Customer Service Sales Representative in San Antonio, TX. You will handle customer inquiries, resolve issues, and actively promote our auto, home, life, and commercial insurance products.

Fluency in English and Spanish is essential to communicate with a diverse client base. The role requires a high school diploma, basic computer skills, and familiarity with CRM systems.

Qualifications

• Bilingual proficiency in English and Spanish is mandatory.
• High school diploma or equivalent required.
• Basic proficiency with computers, including CRM systems and MS Office.
• Previous call center or customer service experience preferred.
• Sales or telemarketing experience is a plus.
• Excellent verbal and written communication skills.
• Strong problem-solving and time-management abilities.
• Professional, energetic, and adaptable in a fast-paced environment.
• 1 year of customer service experience preferred, especially in insurance with a 2-20/440 license.

Responsibilities

• Handle incoming calls from customers promptly and professionally.
• Initiate outbound calls to follow up on inquiries and promote products/services.
• Identify customer concerns and resolve them effectively for a positive experience.
• Use problem-solving and product knowledge to address inquiries and complaints.
• Upsell and cross-sell to maximize sales opportunities.
• Maintain accurate records of customer interactions and actions.
• Collaborate with team members to address complex issues and escalate when needed.
• Attend trainings and participate in local store marketing initiatives.

Skills

Bilingual English/Spanish

Customer service orientation

Strong communication

Education

High school diploma

Tools

CRM software

MS 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.QualificationsBilingual 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: OUR CORE VALUES“The harder we work, the luckier we are.”