CSR Sales Representative
About The Position
We are seeking a motivated, professional bilingual Customer Service Sales Representative to handle customer inquiries, resolve issues, and promote insurance products and services. The role requires fluency in English and Spanish to communicate effectively with a diverse customer base. The representative handles incoming and outbound calls, identifies customer needs, provides personalized recommendations, and uses upselling and cross-selling techniques to support sales. The position also includes maintaining accurate customer records, collaborating with colleagues and other departments, following company policies and regulatory and data-protection requirements, attending training, carrying out local store marketing initiatives, and representing the company in business-related activities. The employer is a bilingual insurance agency serving Florida and Texas, offering auto, home, life, and commercial insurance solutions. It describes opportunities for career growth from CSR to agent, team lead, manager, and owner, along with ongoing training and performance recognition.
Requirements
- Fluent in English and Spanish.
- High school diploma or equivalent.
- Basic computer proficiency, including familiarity with CRM systems and Microsoft Office applications.
- Excellent verbal and written communication skills.
- Strong problem-solving skills and a focus on timely, effective customer resolutions.
- Strong organizational and time-management skills, with the ability to handle multiple tasks.
- Professional and energetic, with the ability to work 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, aiming for accurate, high-quality, and timely service.
- Use problem-solving skills and product knowledge to respond to inquiries and complaints.
- Understand customer 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, resolutions, and follow-up actions.
- Work with team members and other departments to resolve complex issues or escalate unresolved matters.
- Follow company policies and procedures, including regulatory and data-protection requirements.
- 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 initially, increasing with tenure.
- Medical insurance.
- Separate sick time.
- Dental and vision coverage.
- Performance bonus tied to results.
- Voluntary supplemental plans.
- Employee referral rewards.
- Company-paid basic life insurance.
- Career growth path from CSR to agent, team lead, manager, and owner.
- 401(k) with matching.
- Ongoing sales, product, customer service, and compliance training and development.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
