CSR, Customer Service​/HelpDesk

Responsibilities will include handling customer inquiries, resolving issues efficiently, and 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. 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. Maintain efficiency while ensuring accuracy and quality in interactions.

Engage with customers to understand their needs and preferences. Offer personalized solutions and recommendations to meet individual requirements.

Actively promote our products and services during customer interactions. Utilize upselling and cross-selling techniques to maximize sales opportunities.

Maintain accurate records of customer interactions, including details of inquiries, resolutions, and follow-up actions. Ensure all documentation is complete and up-to-date.

Collaborate with team members and other departments to address complex customer issues or escalate unresolved issues as necessary. Work together to achieve common goals and deliver exceptional service.

Adhere to company policies and procedures, including compliance with regulatory requirements and data protection guidelines. Maintain confidentiality and integrity in handling customer information.

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.

Other duties assigned.

Fluent in both English and Spanish to effectively communicate with customers.

Bilingual proficiency is mandatory.

High school diploma or equivalent is 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.

Excellent verbal and written communication skills. 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 ability 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 2-20/440 license.

Reliable transportation is required.

ABOUT USWe 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 each client’s needs.

We are not your average insurance agency. We invest in our people, recognize performance, and create real paths for growth — from your first day in the office to owning your own location. If you are bilingual, driven, and want a career that rewards your work, you have found the right team. WHY JOIN USWe know talented bilingual insurance professionals have options.

Here is what makes us different:✓ Real base pay — Competitive salary based on experience and license held✓ Paid Time Off — 1 week PTO to start, growing with tenure✓ Medical Insurance — Comprehensive health coverage for you✓ Sick Time — Dedicated sick time separate from your PTO✓ Dental & Vision — Comprehensive dental and vision coverage✓ Performance Bonus — Structured…