CSR Sales Representative (Bilingual English/Spanish)
About The Position
We are seeking a highly motivated and professional bilingual Customer Service Sales Representative to handle customer inquiries, resolve issues efficiently, and promote the company’s products and services. Fluency in English and Spanish is essential for communicating with the customer base. The role involves inbound and outbound customer calls, offering personalized solutions, using sales techniques, recording customer interactions, and coordinating with colleagues or other departments when needed. The representative must follow company policies, regulatory requirements, and data protection guidelines; attend sales and customer service training; execute local store marketing initiatives; and represent the company in business-related activities. Other duties may be assigned. The employer is a bilingual insurance agency serving clients across Florida and Texas, with auto, home, life, and commercial insurance solutions. The company describes itself as fast-growing and says it invests in its people, recognizes performance, and offers paths for growth, including the possibility of owning a location.
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 focus on timely, effective resolutions.
- Strong organizational and time management skills to handle 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 experience in a call center or customer service role is preferred.
- Experience in sales or telemarketing is a plus.
- One year of customer service experience is preferred, preferably in an insurance-related field 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.
- 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, 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 as 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
