Teams at Univista Insurance

Audits recorded customer service and sales calls for quality, compliance, documentation, and performance standards. Produces reports, metrics, dashboards, and trend analyses; identifies coaching opportunities, recurring errors, and training needs. Provides constructive feedback, escalates critical violations, verifies Florida recording-consent compliance, and protects sensitive customer and employee information.

Handles inbound and outbound customer calls, resolves insurance-related inquiries, and promotes products and services through upselling and cross-selling. Maintains accurate customer records, provides personalized recommendations, escalates complex issues, follows compliance and data-protection procedures, and participates in sales and customer-service training. The role requires fluent English and Spanish communication, strong problem-solving skills, basic CRM and Microsoft Office proficiency, and reliable transportation.

Handles inbound and outbound customer calls, resolves insurance-related inquiries, recommends personalized products and services, and drives sales through upselling and cross-selling. Maintains accurate customer records, collaborates on escalated issues, follows compliance and data-protection procedures, supports local marketing initiatives, and represents the insurance agency professionally. Fluency in English and Spanish is required, along with strong communication, problem-solving, organization, and customer service skills.