CSR Sales Representative (Bilingual English/Spanish)
About The Position
The CSR Sales Representative handles customer inquiries, resolves issues, and promotes the agency’s products and services. The role requires fluency in English and Spanish to communicate effectively with a diverse customer base. The representative provides personalized solutions, maintains accurate records, collaborates with colleagues and other departments, and follows company policies, regulatory requirements, and data-protection guidelines. The position also involves attending sales and customer-service training, executing local store marketing initiatives, representing the company in business-related activities, and performing other assigned duties. The employer is a bilingual insurance agency serving clients across Florida and Texas, offering auto, home, life, and commercial insurance solutions. It describes itself as a fast-growing organization that invests in employees, recognizes performance, and offers paths for career growth.
Requirements
- Fluency 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 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 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 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 respond to inquiries and complaints.
- Resolve customer issues and inquiries efficiently while maintaining accuracy and quality.
- Understand customers’ 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, resolutions, and follow-up actions.
- Work with team members and other departments on complex issues and escalate unresolved matters 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
Career Level
Entry Level
Education Level
High school or GED
