CSR Sales Representative
About The Position
ER Insurance-CFL is seeking a motivated, professional, bilingual Customer Service Sales Representative for its Orlando, Florida location. The representative handles customer inquiries and complaints, resolves issues efficiently, and promotes insurance products and services. Fluency in English and Spanish is essential for serving the agency’s diverse customer base. The position involves incoming and outbound customer calls, identifying customer needs, providing personalized recommendations, and using upselling and cross-selling techniques. The representative keeps accurate interaction records, collaborates with colleagues and other departments on complex issues, follows company policies and regulatory and data-protection requirements, attends training, and supports local store marketing initiatives. The agency offers ongoing training and a stated career path from CSR to Agent, Team Lead, Manager, and Owner.
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 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 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 insurance license is preferred.
Responsibilities
- Handle incoming customer calls promptly and professionally.
- Make outbound calls to follow up on inquiries, resolve issues, and promote products and services.
- Identify customer concerns and resolve them effectively to provide a positive experience.
- 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 to address complex issues or escalate unresolved issues.
- 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.
Benefits
- One week of paid time off to start, increasing with tenure.
- Medical insurance.
- Dedicated sick time separate from paid time off.
- 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.
- Ongoing sales, product, customer-service, and compliance training.
- 401(k) with matching.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
