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, and promote the company’s products and services. Fluency in English and Spanish is essential for communicating with the company’s diverse customer base. The role involves incoming and outbound customer calls, resolving concerns, providing personalized recommendations, and using upselling and cross-selling techniques to support sales. The representative will maintain accurate customer interaction records, collaborate with colleagues and other departments, follow company policies and regulatory and data-protection requirements, attend training, execute local store marketing initiatives, and represent the company in business-related activities. Other duties may be assigned. The company is a fast-growing bilingual insurance agency serving clients in Florida and Texas. It offers auto, home, life, and commercial insurance solutions. The company describes itself as investing in employees, recognizing performance, and providing paths for growth, including the opportunity to own a location.
Requirements
- Bilingual proficiency 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, 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.
Nice To Haves
- Previous experience in a call center or customer-service role.
- Experience in sales or telemarketing.
- One year of customer-service experience 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 swiftly while maintaining efficiency, 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, inquiries, resolutions, and follow-up actions.
- Collaborate with team members and other departments on complex issues and escalate unresolved issues as needed.
- Follow company policies and procedures, including regulatory requirements and data-protection guidelines.
- 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.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
