CSR Sales Representative
About The Position
The CSR Sales Representative handles customer inquiries, resolves issues, and promotes insurance products and services. The role requires fluency in English and Spanish to communicate effectively with a diverse customer base. Representatives handle inbound and outbound calls, identify customer needs, provide personalized recommendations, use upselling and cross-selling techniques, maintain accurate interaction records, and collaborate with colleagues or other departments on complex issues. They also follow company policies and regulatory and data-protection requirements, attend training, execute local store marketing initiatives, represent the company in business-related activities, and perform other duties as assigned. The agency serves clients across Florida and Texas with auto, home, life, and commercial insurance solutions. The position is based at Capital Group-CFL in Orlando, Florida, and is full-time. The listed hourly pay range is $16.00–$17.00. The company describes opportunities for career growth, beginning with CSR and potentially progressing to agent, team lead, manager, and owner.
Requirements
- Bilingual proficiency in English and Spanish is mandatory.
- High school diploma or equivalent required.
- Basic computer proficiency, including familiarity with CRM systems and Microsoft Office applications.
- Excellent verbal and written communication skills, including the ability to explain solutions clearly and concisely.
- Strong problem-solving skills and a focus on timely, effective resolutions.
- Strong organizational and time-management skills to handle multiple tasks.
- Professional, energetic, and able to work 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 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 issues and inquiries efficiently while maintaining accuracy and quality.
- Understand customer 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, resolutions, and follow-up actions.
- Collaborate with team members and other departments, and escalate unresolved or complex issues as needed.
- Follow company policies and procedures, including regulatory and data-protection requirements.
- 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.
Benefits
- Paid time off: one week to start, increasing with tenure.
- Medical insurance.
- Dedicated sick time separate from PTO.
- Dental and vision coverage.
- Performance bonus tied to results.
- Voluntary supplemental insurance plans.
- Employee referral rewards.
- Company-paid basic life insurance.
- 401(k) with employer match.
- Ongoing sales, product, customer service, and compliance training.
- Career growth path from CSR to agent, team lead, manager, and owner.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
