The Role
Handle inbound and outbound customer calls in English and Spanish; resolve issues, document interactions, upsell products, collaborate with teams, follow policies, attend training, and support local store marketing.
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.
Skills Required
- Fluency in English and Spanish
- Handle incoming and outbound customer calls professionally
- Proven customer service and problem-solving skills
- Experience with upselling and cross-selling techniques
- Maintain accurate records and documentation of interactions
- Adhere to company policies, regulatory requirements, and data protection
- Ability to collaborate with team members and other departments
- Willingness to attend sales and customer service training sessions
- Execute local store marketing initiatives and represent the company professionally
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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.
