CSR 440

Posted 2 Days Ago
Be an Early Applicant
32837, Orlando, FL, USA
In-Office
14-16 Hourly
Junior
Agency • Insurance • Financial Services
The Role
Handle inbound and outbound customer calls in English and Spanish, resolve inquiries and complaints, upsell products, maintain accurate customer records, collaborate with teams, follow company policies, and support local store marketing and training efforts.
Summary Generated by Built In

We are seeking a highly motivated and professional Bilingual Customer Service Representative to join our team. In this role, you will be responsible for handling customer inquiries, resolving issues efficiently, and actively promoting our products and services. Fluency in both English and Spanish is essential for effective communication with our diverse customer base.

Key Responsibilities:

  • Handle incoming calls from customers promptly and professionally.
  • Initiate outbound calls to follow up on inquiries, resolve issues, or promote products and services.
  • Identify customer concerns and resolve them effectively to ensure a positive experience.
  • Utilize problem-solving skills and product knowledge to address inquiries and complaints.
  • Strive to provide swift resolutions to customer issues and inquiries, maintaining efficiency while ensuring accuracy and quality in interactions.
  • Engage with customers to understand their needs and preferences, offering personalized solutions and recommendations to meet individual requirements.
  • Actively promote our products and services during customer interactions, utilizing upselling and cross-selling techniques to maximize sales opportunities.
  • Maintain accurate records of customer interactions, including details of inquiries, resolutions, and follow-up actions.
  • Collaborate with team members and other departments to address complex customer issues or escalate unresolved issues as necessary.
  • Adhere to company policies and procedures, including compliance with regulatory requirements and data protection guidelines.
  • Attend necessary sales and customer service training sessions.
  • Execute local store marketing initiatives and other marketing efforts.
  • Represent the company in all business-related activities.
  • Perform other duties as assigned.
Qualifications
  • Bilingual proficiency in English and Spanish is mandatory.
  • High school diploma or equivalent required.
  • Basic proficiency in computer usage, including familiarity with CRM systems and Microsoft Office applications.
  • Previous experience in a call center or customer service role is preferred.
  • Experience in sales or telemarketing is a plus.
  • Excellent verbal and written communication skills, with the ability to articulate solutions clearly and concisely.
  • Strong problem-solving skills with a focus on delivering timely and effective resolutions to customer issues.
  • Strong organizational and time management skills to handle multiple tasks efficiently.
  • Professional, energetic, and able to thrive in a fast-paced environment and adapt to changing priorities.
  • 1-year customer service experience preferred, preferably in an insurance-related field with a 2-20/440 license.
  • Reliable transportation is required.

Skills Required

  • Bilingual proficiency in English and Spanish
  • High school diploma or equivalent
  • Basic computer proficiency including familiarity with CRM systems and Microsoft Office
  • Excellent verbal and written communication skills
  • Strong problem-solving skills
  • Strong organizational and time management skills
  • Ability to work in a fast-paced environment and adapt to changing priorities
  • Reliable transportation
  • Previous experience in a call center or customer service role
  • Experience in sales or telemarketing
  • 1 year customer service experience preferred, preferably in insurance with a 2-20/440 license
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The Company
523 Employees
Year Founded: 2006

What We Do

Univista Insurance is a privately held, independent insurance brokerage agency based in Florida. It specializes in providing affordable and innovative insurance solutions, including auto, home, commercial, life, and health insurance. The company's mission is to help customers protect their lives and loved ones while nurturing customer loyalty, professional growth, and a positive influence within the community.

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