The Role
Handle inbound and outbound customer calls, resolve inquiries and complaints, promote products via upselling, maintain accurate interaction records, collaborate with teams, follow company policies, attend training, and support local store marketing initiatives.
Summary Generated by Built In
- Responsibilities will include handling customer inquiries, resolving issues efficiently, and promoting our products and services.
- Fluency in both English and Spanish is essential for effective communication with our diverse customer base.
- 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. Maintain efficiency while ensuring accuracy and quality in interactions.
- Engage with customers to understand their needs and preferences. Offer personalized solutions and recommendations to meet individual requirements.
- Actively promote our products and services during customer interactions. Utilize upselling and cross-selling techniques to maximize sales opportunities.
- Maintain accurate records of customer interactions, including details of inquiries, resolutions, and follow-up actions. Ensure all documentation is complete and up-to-date.
- Collaborate with team members and other departments to address complex customer issues or escalate unresolved issues as necessary. Work together to achieve common goals and deliver exceptional service.
- Adhere to company policies and procedures, including compliance with regulatory requirements and data protection guidelines. Maintain confidentiality and integrity in handling customer information.
- 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.
- Other duties assigned.
- Fluent in both English and Spanish to effectively communicate with customers.
- Bilingual proficiency is mandatory.
- High school diploma or equivalent is 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. 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 ability 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
- Fluent in English and Spanish (bilingual proficiency)
- 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 and ability to deliver timely resolutions
- Strong organizational and time management skills
- Ability to attend required sales and customer service training sessions
- Reliable transportation
- Previous call center or customer service experience
- Experience in sales or telemarketing
- 1-year customer service experience preferred, preferably in insurance with 2-20/440 license
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The Company
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.
