Licensed Insurance Agent CSR

Job Description

Job Description

Position Overview:

We are seeking a highly motivated and professional Bilingual Customer Service Sales Representative to join the team at one of our independent franchises. 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 highly desired 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 to address complex customer issues or escalate unresolved issues as necessary.
• Adhere to policies and procedures, including compliance with regulatory requirements and data protection guidelines
• Perform other duties as assigned.

Qualifications:

• Bilingual proficiency in English and Spanish is preferred.
• Experience in sales or telemarketing is preferred.
• Previous experience in a call center or customer service role is preferred.
• High school diploma or equivalent required.
• Basic proficiency in computer usage 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.
• 1-year customer service experience preferred, preferably in an insurance-related field with a 2-20 or 4-40 license.
• Reliable transportation is required.