Customer Service Representative/Agent Jacksonvlle Fl jobs in United States
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Univista Insurance · 2 weeks ago

Customer Service Representative/Agent Jacksonvlle Fl

UniVista Insurance is seeking a motivated bilingual (English/Spanish) Customer Service & Sales Associate or Agent to join their growing team. This role focuses on providing excellent customer support while actively assisting with sales and follow-up, ensuring a professional and positive customer experience.

Insurance

Responsibilities

Answer inbound customer calls in a courteous and professional manner
Make outbound calls to follow up on requests, resolve concerns, and introduce products or services
Listen carefully to customer needs and offer appropriate solutions
Support sales growth by recommending products through ethical upselling and cross-selling
Accurately document customer interactions and updates in the CRM system
Work closely with team members to resolve complex situations when needed
Follow company policies, compliance guidelines, and data privacy standards
Participate in training sessions and assist with local marketing initiatives
Represent the company professionally in all interactions
Perform additional duties as assigned

Qualification

Bilingual (English/Spanish)CRM systemsMicrosoft OfficeCustomer service experienceSales experienceProfessional attitudeCommunication skillsOrganization skillsProblem-solving skills

Required

Fluent in English and Spanish (required)
High school diploma or equivalent
Basic computer skills, including CRM systems and Microsoft Office
Strong communication, organization, and problem-solving skills
Ability to manage multiple tasks in a fast-paced environment
Professional attitude with a customer-focused mindset
Reliable transportation required

Preferred

Prior customer service or call center experience preferred
Sales or telemarketing experience is a plus
Insurance experience and a 2-20 or 4-40 license are a plus, but required for agents

Benefits

On-the-job training

Company

Univista Insurance

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UniVista Insurance is an independent, family-owned, and operated franchisor of insurance-related products and services.

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
Avance Investment Management
2025-01-13Acquired
2021-07-15Private Equity

Leadership Team

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Vladimir Felipe
Chief Technology Officer
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Company data provided by crunchbase