Bilingual Customer Service Representative - Hybrid

Genesis10 • Irving, TX

1d • Hybrid

About The Position

Genesis10 is seeking a Bilingual Customer Service Representative for a hybrid, 3+ month contract opportunity with a Global Financial Institution in Irving, TX. This role focuses on providing exceptional customer service and sales support. The ideal candidate will be a polished, professional individual responsible for managing a pipeline of customer leads, confirming business needs, and routing them to the appropriate sales consultants. This position requires impeccable pipeline management, detailed note-taking, and strong communication skills with an interest in converting to a permanent position.

Requirements

• Must be Bilingual in Spanish
• 6+ months of Customer Service, Financial Services, or Contact Center experience
• Background in sales and customer service
• Excellent communication skills
• Proven job history with a track record of stability

Nice To Haves

• Experience with pipeline or lead management
• Experience with outbound calling and customer follow-up
• Proficiency with CRM systems for documentation and note-taking
• Experience with appointment scheduling and referral tracking
• Familiarity with underwriting or contract support processes

Responsibilities

• Attempt to contact customers to confirm business needs and route confirmed leads to dedicated sales consultants
• Maintain impeccable pipeline management including tracking contact attempts and scheduling calls
• Conduct succinct and detailed notetaking in referrals
• Manage callbacks after speaking with clients
• Follow up with customers on documentation and signings
• Work with contract validation and underwriting
• Handle inbound calls and manage referral volume
• Participate in regular feedback sessions to improve processes

Benefits

• Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years.
• The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years.
• Access to an experienced, caring recruiting team (more than 7 years of experience, on average.)
• Behavioral Health Platform
• Medical, Dental, Vision
• Health Savings Account
• Voluntary Hospital Indemnity (Critical Illness & Accident)
• Voluntary Term Life Insurance
• 401K
• Sick Pay (for applicable states/municipalities)
• Commuter Benefits (Dallas, NYC, SF, and Illinois)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed