Customer Service Sales Representative P&C

UniVista Insurance Services; McAllen (TX); On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

$400 sign-on bonus

Career growth opportunities

Job summary

A growing insurance firm in Texas seeks a motivated Bilingual Customer Service Representative. In this role, you'll handle customer inquiries and promote products while fluently communicating in both English and Spanish. Key responsibilities include resolving issues, maintaining records, and collaborating with team members. We require previous experience in a customer service role, along with strong communication and problem-solving skills. This position offers a $400 sign-on bonus after a 120-day probation period.

Qualifications

• Bilingual proficiency in English and Spanish is mandatory.
• High school diploma or equivalent required.
• Previous experience in a call center or customer service role is preferred.
• Strong communication skills to articulate solutions clearly.
• Basic proficiency in computer usage.

Responsibilities

• Handle incoming calls from customers promptly.
• Resolve customer inquiries and issues efficiently.
• Maintain accurate records of customer interactions.
• Promote products and services actively during calls.
• Collaborate with team members on complex issues.

Skills

Bilingual proficiency in English and Spanish

Excellent verbal and written communication skills

Strong problem-solving skills

Time management skills

Organizational skills

Education

High school diploma or equivalent

Active P&C (Property & Casualty) license

Tools

CRM systems

Microsoft Office

Job description

Receive a $400 sign-on bonus after successfully completing your 120-day probationary period! Don’t miss out on this fantastic chance to kickstart your career with us. Bonus payable per the company’s standard payroll processing schedule.

Position Overview

We are seeking a highly motivated and professional Bilingual Customer Service 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 elevate unresolved issues as necessary.
• Adhere to company policies and procedures, including compliance with regulatory requirements and data protection guidelines.

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.
• Active P&C (Property & Casualty) license required.
• 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.