CSR Sales Representative (Bilingual English/Spanish)
About The Position
The CSR Sales Representative handles customer inquiries, resolves issues, and promotes the company’s products and services. The role requires fluency in English and Spanish to communicate with the agency’s diverse customer base. The representative handles incoming and outbound calls, identifies customer needs, offers personalized recommendations, and uses upselling and cross-selling techniques to support sales. The position also involves keeping accurate interaction records, collaborating with colleagues and other departments, following company policies and regulatory and data-protection requirements, attending training, and carrying out local store marketing initiatives. The agency provides auto, home, life, and commercial insurance solutions to clients across Florida and Texas.
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 and a focus on timely, effective customer resolutions.
- Strong organizational and time-management skills to handle multiple tasks efficiently.
- Professional and energetic demeanor, with the ability to thrive in a fast-paced environment and adapt to changing priorities.
- Reliable transportation is required.
Nice To Haves
- Previous call center or customer service experience is preferred.
- Sales or telemarketing experience is a plus.
- One year of customer service experience is preferred, preferably in an insurance-related field and with a 2-20/440 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 address inquiries and complaints.
- Provide timely, accurate, and high-quality resolutions to customer issues and inquiries.
- Understand customers’ needs and preferences and offer personalized solutions and recommendations.
- Promote products and services, using upselling and cross-selling techniques.
- Maintain accurate records of customer interactions, resolutions, and follow-up actions.
- Collaborate with team members and other departments on complex issues, escalating unresolved issues as needed.
- Follow company policies and procedures, including regulatory requirements and data-protection guidelines.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
