CSR Sales Representative (Bilingual English/Spanish)
About The Position
The CSR Sales Representative handles customer inquiries, resolves issues, and promotes insurance products and services. The role involves communicating with customers in both English and Spanish, understanding their needs, and offering personalized solutions and recommendations. Representatives handle incoming and outbound calls, document customer interactions, and collaborate with colleagues and other departments to resolve or escalate complex issues. They also support local store marketing initiatives, attend training, follow company policies and regulatory and data-protection requirements, and represent the company in business-related activities. The agency serves clients across Florida and Texas and offers auto, home, life, and commercial insurance solutions.
Requirements
- Bilingual proficiency in English and Spanish is mandatory.
- High school diploma or equivalent required.
- 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.
- Sales or telemarketing experience.
- 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 address inquiries and complaints.
- Resolve customer issues and inquiries efficiently while maintaining accuracy and quality.
- Understand customer 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, inquiries, resolutions, and follow-up actions.
- Collaborate with team members and other departments on complex customer issues, escalating unresolved issues when 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.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
