CSR Sales Representative
About The Position
Colonial Insurance is seeking a highly motivated, professional, bilingual Customer Service Sales Representative for its Orlando, Florida team. The representative handles customer inquiries, resolves issues, and promotes insurance products and services. Fluency in English and Spanish is essential for communicating with the agency’s diverse customer base. The role includes customer service and sales work, accurate recordkeeping, collaboration and escalation of complex issues, compliance with company policies and regulatory requirements, participation in training, and execution of local store marketing initiatives. The agency serves clients across Florida and Texas with auto, home, life, and commercial insurance solutions.
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 articulate 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 demeanor, 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, preferably in an insurance-related field.
- A 2-20 or 4-40 license is preferred.
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, using problem-solving skills and product knowledge.
- Resolve customer inquiries and issues efficiently while maintaining accuracy and quality.
- Understand customers’ needs and preferences and provide 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 customer issues, escalating unresolved issues as needed.
- Follow company policies and procedures, including regulatory compliance 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 initially, increasing with tenure.
- Medical insurance.
- Separate sick time.
- 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 matching.
- 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
