We are seeking a highly motivated and professional Bilingual Customer Service Sales 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.
- High school diploma or GED
- Committed to delivering exceptional customer service and driving customer satisfaction.
- Strong ability to multi-task, problem-solve, and maintain organization and attention to detail.
- Eager to advance career with a reliable company and contribute to a growing organization.
- Enjoy working collaboratively with a team as well as independently.
- high school diploma.
- Bilingual proficiency is a plus.
ABOUT US
We are a fast-growing, bilingual insurance agency serving clients across Florida and Texas! Our team helps families and businesses protect what matters most — through auto, home, life, and commercial insurance solutions built around each client’s needs.
We are not your average insurance agency. We invest in our people, recognize performance, and create real paths for growth — from your first day in the office to owning your own location. If you are bilingual, driven, and want a career that rewards your work, you have found the right team.
🌟 WHY JOIN US
We know talented bilingual insurance professionals have options. Here is what makes us different:
✓ Real base pay — Competitive salary based on experience and license held
✓ Paid Time Off — 1 week PTO to start, growing with tenure
✓ Medical Insurance — Comprehensive health coverage for you
✓ Sick Time — Dedicated sick time separate from your PTO
✓ Dental & Vision — Comprehensive dental and vision coverage
✓ Performance Bonus — Structured plan tied directly to your results
✓ Supplemental Plans — Voluntary supplemental options available
✓ Employee Referral — Earn rewards for bringing great talent in
✓ Basic Life Insurance — Company-paid life insurance
✓ Career Growth Path — CSR → Agent → Team Lead → Manager → Owner
✓ 401(k) with Match — Invest in your retirement savings with us!
✓ Training & Development — Ongoing sales, product, customer service & compliance training
🤝 OUR CORE VALUES
“The harder we work, the luckier we are.”
🛡️
PROTECT
Safety for our communities
We ensure the safety of our communities by offering robust insurance options for life’s many facets. Quality and comprehensiveness are the hallmarks of our coverage.
🤚
HELP
Swift, personalized support
Our agents are ready to assist with any insurance questions, providing swift and personalized support to guide clients through their options.
📣
PROMOTE
Investing in our workforce
We invest in the future of our workforce with career paths and training for aspiring agents, contributing to the growth of the insurance sector.
🤝
BUILD
Trust & transparency
Our client relationships are built on trust and transparency, with each interaction tailored to meet individual insurance needs.
📚
EDUCATE & GUIDE
Clarity & empowerment
Clarity and empowerment are the goals of our resources, aimed at helping clients make informed insurance decisions.
📱
PROVIDE
Accessible solutions
We deliver affordable and innovative insurance solutions made readily accessible through tools like our app, enhancing convenience for our clients.
Skills Required
- High school diploma or GED
- Fluency in English and Spanish (bilingual)
- Proven customer service and sales skills (handle inbound/outbound calls, upsell/cross-sell)
- Strong multitasking, problem-solving, organization, and attention to detail
- Ability to maintain accurate customer records and collaborate with teams
- Eagerness to advance career and attend training
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.
