Customer Service Sales Representative

UniVista Insurance; San Antonio (TX); On-site; USD 32,000 - 48,000; Full time

Job summary

UniVista Insurance in Texas is seeking a motivated Bilingual Customer Service Sales Representative to join our growing team. You will handle customer inquiries, resolve issues, and actively promote our products and services.

Fluency in English and Spanish is essential. The role requires strong communication and problem-solving in a fast-paced environment to meet sales goals while ensuring compliance.

Qualifications

• Bilingual in English and Spanish required.
• High school diploma or equivalent.
• Basic computer skills including CRM and MS Office.

Responsibilities

• Handle incoming calls from customers promptly and professionally.
• Make outbound calls to follow up on inquiries and promote products/services.
• Identify customer concerns and resolve them for a positive experience.
• Use problem-solving and product knowledge to address inquiries and complaints.
• Provide swift resolutions while maintaining accuracy and quality.

Skills

Bilingual English/Spanish

Education

High School Diploma

Tools

CRM software

Microsoft Office

Job description

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.