Customer Service Sales Representative

UniVista Insurance; Haltom City (TX); Presencial; USD 32.000 - 45.000; Jornada completa

Descripción de la vacante

UniVista Insurance is seeking a highly motivated Bilingual Customer Service Sales Representative in Texas. The role emphasizes handling inquiries, resolving issues, and proactively promoting products and services to a diverse customer base in both English and Spanish.

You will engage with customers via calls, follow up on inquiries, and apply upselling techniques while maintaining accurate records and adhering to data protections and company policies.

Formación

• Bilingual in English and Spanish is mandatory.
• High school diploma or equivalent required.
• Basic computer skills with CRM and MS Office.
• Call center or customer service experience preferred.
• Insurance industry experience is a plus.

Responsabilidades

• 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 to ensure a positive experience.
• Utilize problem-solving skills and product knowledge to address inquiries and complaints.
• Upsell and cross-sell to maximize sales opportunities.
• Maintain accurate records of customer interactions and follow-ups.
• Escalate unresolved issues per company policy.
• Adhere to data protection guidelines and training.
• Attend sales and customer service training sessions.
• Represent UniVista Insurance in business-related activities.

Conocimientos

Bilingual English/Spanish

CRM software

Microsoft Office

Call center experience

Sales/telemarketing experience

Educación

High school diploma or equivalent

Herramientas

CRM software proficiency

MS Office

Descripción del empleo

We are seeking a highly motivated and professional Bilingual Customer Service Sales Representative to join our growing team in Texas. This role offers an excellent opportunity for career growth as we continue expanding. As a Bilingual CSR, you will handle customer inquiries, resolve issues efficiently, and actively promote 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 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.
• 1-year customer service experience preferred, preferably in an insurance-related field with a 2-20/440 license.
• Reliable transportation is required.

Note: The above statements describe the general nature of the job and are not an exhaustive list of duties. UniVista Insurance is an equal opportunity employer. Employment is subject to qualifications, references, and background check.