CSR Sales Representative (English & Spanish)

Posted Yesterday
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78577, Pharr, TX, USA
In-Office
16-17 Hourly
Entry level
Agency • Insurance • Financial Services
The Role
Handle inbound and outbound customer calls, resolve inquiries, promote and upsell products, maintain accurate interaction records, collaborate across teams, and comply with company policies and data protection. Fluency in English and Spanish required.
Summary Generated by Built In
  • Receive a $400 sign-on bonus after successfully completing your 120-day probationary period! Don’t miss out on this fantastic chance to kickstart your career with us. Bonus payable per the company’s standard payroll processing schedule.

    Position Overview:

    We are seeking a highly motivated and professional Bilingual Customer Service Representative to join our growing team in Texas. This role offers an excellent opportunity for career growth as we continue expanding. As a Bilingual CSR, you will handle customer inquiries, resolve issues efficiently, and actively promote 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.
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.
  • Active P&C (Property & Casualty) license required.
  • Reliable transportation is required.

Skills Required

  • Bilingual proficiency in English and Spanish
  • High school diploma or equivalent
  • Basic computer proficiency including CRM systems and Microsoft Office
  • Active Property & Casualty (P&C) license
  • Reliable transportation
  • Previous experience in a call center or customer service role
  • Experience in sales or telemarketing
  • Excellent verbal and written communication skills
  • Strong problem-solving skills
  • Strong organizational and time management skills
  • Professional, energetic, and able to thrive in a fast-paced environment
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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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