CSR Sales Representative SFL
About The Position
The CSR Sales Representative is a bilingual customer service and sales role based at the Call Center in Miami, Florida. The representative handles customer inquiries, resolves issues, and promotes insurance products and services to a diverse customer base. Fluency in English and Spanish is essential. The position involves inbound and outbound calls, personalized recommendations, upselling and cross-selling, accurate recordkeeping, collaboration and escalation when needed, and compliance with company policies and regulatory and data-protection requirements. The representative also participates in training, carries out local store marketing and other marketing efforts, and represents the company in business-related activities. The employer is a fast-growing bilingual insurance agency serving clients across Florida and Texas, offering auto, home, life, and commercial insurance solutions. It describes opportunities for career growth from CSR to agent, team lead, manager, and owner.
Requirements
- Bilingual proficiency in English and Spanish.
- High school diploma or equivalent.
- Basic computer proficiency, including familiarity with CRM systems and Microsoft Office applications.
- Excellent verbal and written communication skills, with the ability to explain solutions clearly and concisely.
- Strong problem-solving skills and a focus on timely, effective customer issue resolution.
- Strong organizational and time-management skills to handle multiple tasks efficiently.
- Professional and energetic demeanor, with the ability to work in a fast-paced environment and adapt to changing priorities.
- Reliable transportation.
Nice To Haves
- Previous call center or customer service experience.
- Sales or telemarketing experience.
- One year of customer service experience, preferably in an insurance-related field.
- A 2-20 or 440 insurance license.
Responsibilities
- Handle incoming customer calls promptly and professionally.
- Make outbound calls to follow up on inquiries, resolve issues, or promote products and services.
- Identify customer concerns and resolve them effectively.
- Use problem-solving skills and product knowledge to address inquiries and complaints.
- Resolve customer issues efficiently while maintaining accuracy and quality.
- Understand customers’ needs and preferences and offer personalized solutions and recommendations.
- Promote products and services, including through upselling and cross-selling.
- Maintain accurate records of customer interactions, inquiries, resolutions, and follow-up actions.
- Collaborate with team members and other departments on complex issues and escalate unresolved issues as necessary.
- Follow company policies and procedures, including regulatory requirements and data-protection guidelines.
- Attend required sales and customer service training.
- Execute local store marketing initiatives and other marketing efforts.
- Represent the company in business-related activities.
- Perform other duties as assigned.
Benefits
- Competitive base pay based on experience and license held.
- One week of paid time off to start, increasing with tenure.
- Medical insurance.
- Dedicated sick time separate from paid time off.
- Dental and vision coverage.
- Performance bonus tied to results.
- Voluntary supplemental insurance options.
- Employee referral rewards.
- Company-paid basic life insurance.
- Career growth path from CSR to agent, team lead, manager, and owner.
- 401(k) with employer match.
- Ongoing sales, product, customer service, and compliance training.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
