CSR Sales Representative jobs in United States
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Univista Insurance · 1 week ago

CSR Sales Representative

UniVista Insurance is seeking a highly motivated and professional Bilingual Customer Service Sales Representative to join their team. The role involves handling customer inquiries, resolving issues efficiently, and actively promoting products and services, with a focus on providing a positive customer experience.

Insurance

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

Qualification

Customer service experienceBilingual (English/Spanish)CRM systemsSales experienceProfessional demeanorProblem-solving skillsOrganizational skillsTime management skillsCommunication skills

Required

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
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
Reliable transportation is required

Preferred

Previous experience in a call center or customer service role is preferred
Experience in sales or telemarketing is a plus
1-year customer service experience preferred, preferably in an insurance-related field with a 2-20/440 license

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