Customer Service Sales Representative

Univista Insurance; Miami (FL); Presencial; USD 32.000 - 42.000; Jornada completa

Descripción de la vacante

Univista Insurance is seeking a Bilingual Customer Service Representative to handle inquiries, resolve issues, and upsell services for clients in Florida and Texas. Fluency in English and Spanish is required, along with a high school diploma and familiarity with CRM systems and Microsoft Office.

Ideal candidates have 1 year of customer service experience, preferably in insurance, and possess strong communication, problem-solving, and time-management skills in a fast-paced environment.

Formación

• 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.

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 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 elevate 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.

Conocimientos

Bilingual English/Spanish

Customer service

Communication skills

Problem solving

Time management

Educación

High school diploma

Insurance license (2-20/440)

Herramientas

CRM systems

Microsoft Office

Descripción del empleo

Bilingual Customer Service Representative

Position Overview: We are seeking a highly motivated and professional Bilingual Customer Service 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 elevate 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.

Company Description

We 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. If you are bilingual, driven, and want a career that rewards your work, you have found the right team.

OUR CORE VALUES — “The harder we work, the luckier we are.”

• PROTECT — We ensure the safety of our communities with robust, comprehensive insurance options.
• HELP — Our agents provide swift, personalized support to guide every client through their options.
• PROMOTE — We invest in our workforce with career paths and training for aspiring agents.
• BUILD — Every client relationship is built on trust and transparency, tailored to individual needs.
• EDUCATE & GUIDE — We empower clients to make informed insurance decisions with clarity.
• PROVIDE — Affordable, innovative insurance solutions made accessible through tools like our app.

Company Description

We 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. If you are bilingual, driven, and want a career that rewards your work, you have found the right team. OUR CORE VALUES — “The harder we work, the luckier we are.”

• PROTECT — We ensure the safety of our communities with robust, comprehensive insurance options.
• HELP — Our agents provide swift, personalized support to guide every client through their options.
• PROMOTE — We invest in our workforce with career paths and training for aspiring agents.
• BUILD — Every client relationship is built on trust and transparency, tailored to individual needs.
• EDUCATE & GUIDE — We empower clients to make informed insurance decisions with clarity.
• PROVIDE — Affordable, innovative insurance solutions made accessible through tools like our app.