CSR Sales Representative
About The Position
Yaqui Insurance is seeking a motivated, professional, bilingual Customer Service Sales Representative for its Kissimmee, Florida location. The representative handles customer inquiries, resolves concerns, and promotes insurance products and services. Fluency in English and Spanish is essential for communicating with the agency’s diverse customer base. The role involves incoming and outbound calls, understanding customer needs, providing personalized recommendations, and using upselling and cross-selling techniques. The representative maintains accurate customer records, works with colleagues and other departments on complex issues, follows company policies and regulatory and data-protection requirements, attends training, and supports local store marketing and other business activities. The agency describes itself as a fast-growing bilingual insurance business serving Florida and Texas, offering auto, home, life, and commercial insurance. It promotes employee recognition, training, and career paths from CSR to agent, team lead, manager, and owner.
Requirements
- Bilingual proficiency in English and Spanish is mandatory.
- 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 focused on timely and effective customer resolutions.
- Strong organizational and time-management skills to handle multiple tasks.
- Professional, energetic, and able to work in a fast-paced environment and adapt to changing priorities.
- Reliable transportation is required.
Nice To Haves
- Previous experience in a call center or customer service role.
- Experience in sales or telemarketing.
- One year of customer service experience, preferably in an insurance-related field.
- A 2-20 or 440 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 respond to 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 and data-protection requirements.
- Attend sales and customer service training sessions.
- Execute local store marketing initiatives and other marketing efforts.
- Represent the company in business-related activities.
- Perform other duties as assigned.
Benefits
- One week of paid time off to start, increasing with tenure.
- Medical insurance.
- Sick time separate from paid time off.
- Dental and vision coverage.
- Performance bonus tied to results.
- Voluntary supplemental insurance plans.
- Employee referral rewards.
- Company-paid basic life insurance.
- Career growth path from CSR to agent, team lead, manager, and owner.
- 401(k) with company 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
