CSR Sales Representative
About The Position
The CSR Sales Representative handles customer inquiries, resolves issues, and promotes insurance products and services. The role communicates with customers in English and Spanish, provides personalized recommendations, records customer interactions, and collaborates with teammates and other departments to resolve or escalate issues. The representative also participates in training, carries out local store marketing initiatives, and represents the company in business-related activities. Other duties may be assigned. The position is full-time and based in Coral Gables, Florida. The stated pay range is $15.00–$18.00 per hour. The agency serves clients across Florida and Texas and offers insurance solutions for auto, home, life, and commercial needs. The company describes opportunities for career growth 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 and focus on timely, effective issue resolution.
- Strong organizational and time-management skills to handle multiple tasks efficiently.
- Professional and energetic, with the ability to thrive 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 is preferred.
- Sales or telemarketing experience is a plus.
- One year of customer service experience is preferred, preferably in an insurance-related field with a 2-20/440 license.
Responsibilities
- Handle incoming customer calls promptly and professionally.
- Make outbound calls to follow up on inquiries, resolve issues, and promote products and services.
- Identify customer concerns and resolve them effectively.
- Use problem-solving skills and product knowledge to address inquiries and complaints accurately and efficiently.
- Understand customers’ needs and preferences and provide personalized solutions and recommendations.
- Promote products and services using upselling and cross-selling techniques.
- Maintain accurate records of customer interactions, inquiries, resolutions, and follow-up actions.
- Collaborate with team members and other departments on complex customer 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 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.
- Dedicated 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.
- 401(k) with match.
- Ongoing sales, product, customer service, and compliance training.
- Career growth path from CSR to agent, team lead, manager, and owner.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
