Licensed Insurance Agent CSR

Position Overview:

We are seeking a highly motivated and professional Insurance Customer Service Sales Representative to join 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.
• 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.
• Initiate outbound calls to follow up on inquiries, resolve issues, or promote products and services.
• 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.

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.

Company 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 each client’s needs. We invest in our people, recognize performance, and create real paths for growth. If you are bilingual, driven, and want a career that rewards your work, you have found the right team.

OUR CORE VALUES — “The harder we work, the luckier we are.”

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.

BUILD — Every client relationship is built on trust and transparency, tailored to individual needs.

EDUCATE & GUIDE — We empower clients to make informed insurance decisions with clarity.

PROVIDE — Affordable, innovative insurance solutions made accessible through tools like our app.