CSR Sales Representative
About The Position
Univista Insurance is seeking a motivated, professional, bilingual Customer Service Sales Representative for its Miami, Florida location. The representative handles customer inquiries, resolves issues, and promotes insurance products and services. Fluency in English and Spanish is essential to serving the agency’s diverse customer base. The role includes responding to incoming calls and making outbound calls, understanding customer needs, recommending personalized solutions, and using upselling and cross-selling techniques. The representative maintains accurate customer records, collaborates with team members and other departments on complex issues, follows company policies and regulatory and data-protection requirements, attends training, carries out local store marketing initiatives, and represents the company in business-related activities. Other duties may be assigned. Univista Insurance is a bilingual agency serving clients in Florida and Texas with auto, home, life, and commercial insurance. The company describes opportunities for career growth from CSR to agent, team lead, manager, and owner, along with ongoing training and performance recognition.
Requirements
- Bilingual proficiency in English and Spanish is mandatory.
- High school diploma or equivalent is 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 issue resolution.
- Strong organizational and time-management skills to manage 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 call center or customer service experience is preferred.
- Sales or telemarketing experience is a plus.
- One year of customer service experience is preferred, ideally 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 accurately and efficiently.
- Provide timely resolutions while maintaining the quality of customer interactions.
- 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 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.
Benefits
- One week of paid time off to start, increasing with tenure.
- Medical insurance and health coverage.
- 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.
- Career growth path from CSR to agent, team lead, manager, and owner.
- 401(k) with employer 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
