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UniVista InsurancePosted 3 months ago

CSR Sales Representative

$29,120–$37,440 year

On-sitePalmetto Bay, Florida, United States

Full TimeHigh School Or Equivalent

Job Summary

Handle incoming and outbound calls to resolve customer inquiries, address concerns, and promote insurance products through upselling and cross-selling. Engage with clients to understand their needs, offer personalized solutions, and maintain accurate records of all interactions. Collaborate with team members to escalate complex issues while adhering to regulatory compliance and data protection guidelines. Execute local store marketing initiatives and represent the company in all business activities. Requires bilingual proficiency in English and Spanish, a 2-20/440 license, and experience in an insurance-related field.

Required Qualifications

  • Bilingual proficiency in English and Spanish
  • High school diploma or equivalent
  • Basic proficiency in computer usage
  • Familiarity with CRM systems
  • Familiarity with Microsoft Office applications
  • Reliable transportation
  • 2-20/440 license

Desired Qualifications

  • Previous experience in a call center or customer service role
  • Experience in sales or telemarketing
  • Excellent verbal and written communication skills
  • Ability to articulate solutions clearly and concisely
  • Strong problem-solving skills
  • Strong organizational and time management skills
  • Professional, energetic, and able to thrive in a fast-paced environment
  • Ability to adapt to changing priorities
  • 1-year customer service experience
  • Experience in an insurance-related field

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