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Sales and Customer Service Representative - RETAIL

UNIVISTA INSURANCEUnited States🇺🇸United StatesPosted Oct 6, 2026

Quick Overview

Seniority
Mid Senior
Work mode
Hybrid
Location
United States
Posted
13 hours ago
CRMCross-sellingMicrosoft OfficeUpselling

Job Description

Job Description
Bilingual Customer Service Representative
Position Overview:
We are seeking a highly motivated and professional Bilingual Customer Service 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. Handle incoming calls from customers promptly and professionally.

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.

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.
~ Previous experience in a call center or customer service role is preferred.
~ Experience in sales or telemarketing is a plus.
~ Strong problem-solving skills with a focus on delivering timely and effective resolutions to customer issues.
~ 1-year customer service experience preferred, preferably in an insurance-related field with a 2-20/440 license.
~ nCompany Description
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
We are not your average insurance agency. We invest in our people, recognize performance, and create real paths for
If you are bilingual, driven, and want a career that rewards your work, you have found the right team. PROTECT — We ensure the safety of our communities with robust, comprehensive insurance options.

  • HELP — Our agents provide swift, personalized support to guide every client through their options.
  • PROMOTE — We invest in our workforce with career paths and training for aspiring agents.
  • PROVIDE — Affordable, innovative insurance solutions made accessible through tools like our app.
We are a fast-growing, bilingual insurance agency serving clients across Florida and Texas!. Our team helps families\r\n\r\nand businesses protect what matters most — through auto, home, life, and commercial insurance solutions built around\r\n\r\neach client’s needs.\r\n\r\nWe are not your average insurance agency. We invest in our people, recognize performance, and create real paths for\r\n\r\ngrowth. If you are bilingual, driven, and want a career that rewards your work, you have found the right team.\r\n\r\n• ️ PROTECT — We ensure the safety of our communities with robust, comprehensive insurance options.\r\n\r\n• HELP — Our agents provide swift, personalized support to guide every client through their options.\r\n\r\n• PROMOTE — We invest in our workforce with career paths and training for aspiring agents.\r\n\r\n• PROVIDE — Affordable, innovative insurance solutions made accessible through tools like our app.

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