CSR Sales Representative
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 a diverse customer base. The representative works with customers to understand their needs, provide personalized solutions, and identify sales opportunities through upselling and cross-selling. The position also involves maintaining accurate interaction records, collaborating with colleagues and other departments, following company policies and regulatory and data-protection requirements, attending training, supporting local store marketing, and representing the company in business-related activities. The employer is a bilingual insurance agency serving clients in Florida and Texas with auto, home, life, and commercial insurance solutions. It describes opportunities for career advancement from CSR to agent, team lead, manager, and owner, and offers ongoing sales, product, customer service, and compliance training.
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 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 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 address inquiries and complaints accurately and efficiently.
- 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 issues, escalating unresolved issues as necessary.
- 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.
Benefits
- One week of paid time off at the 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 opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
