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
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
UniVista Insurance is an independent, family-owned, and operated franchisor of insurance-related products and services.
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Avance Investment Management
2025-01-13Acquired
2021-07-15Private Equity
Recent News
globallegalchronicle.com
2025-02-10
2025-01-14
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