Customer Service Sales Representative (UNIVISTA ER OFFICE)

Univista Insurance; Florida; Sur place; USD 32 000 - 45 000; Plein temps

Résumé du poste

Univista Insurance in Florida seeks a Bilingual Customer Service Representative to handle inquiries, resolve issues, and promote products. Fluency in English and Spanish is essential for serving our diverse customer base.

Responsibilities include handling calls, making outbound follow-ups, upselling, documenting interactions, and collaborating across departments while adhering to company policies and data protection guidelines.

Qualifications

• Bilingual in English and Spanish required.
• Experience in a call center or customer service preferred.
• Strong verbal and written communication skills.
• Basic computer skills and CRM familiarity.
• Sales or telemarketing experience is a plus.

Responsabilités

• Handle incoming calls promptly and professionally.
• Make outbound follow-up calls to resolve inquiries and promote products.
• Identify customer concerns and provide effective resolutions.
• Use product knowledge to address inquiries and complaints.
• Record interactions and follow-up actions accurately.
• Collaborate with team and other departments on complex issues.

Connaissances

Bilingual English/Spanish

CRM software

Microsoft Office

Call center experience

Sales experience

Formation

High school diploma

Outils

CRM software

Microsoft Office

Description du poste

Job Description

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.”

Our Core Values

• 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.