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.
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 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.Qualifications:
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.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 2-20/440 license.Reliable transportation is required.Company DescriptionWe are a fast-growing, bilingual insurance agency serving clients across Florida and Texas!. Our team helps familiesBilingual 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.
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 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.Qualifications:
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.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 2-20/440 license.Reliable transportation is required.Company DescriptionWe are a fast-growing, bilingual insurance agency serving clients across Florida and Texas!. Our team helps familiesPosition 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.
Company DescriptionWe are a fast-growing, bilingual insurance agency serving clients across Florida and Texas!. Our team helps familiesThe Director of Compliance is responsible for leading the organization’s insurance regulatory compliance framework. This role oversees all activities related to state licensing, regulatory registrations, certifications, permits, regulatory filings, and appointment management across insurance operations.
The Director of Compliance works closely with the Chief Compliance Officer to ensure the organization maintains full compliance with federal and state regulations, including requirements related to Franchise operations, Property & Casualty operations, Affordable Care Act, Medicare Advantage, HIPAA Privacy & Data Security, as well as other insurance products. This role will also oversee regulatory reporting and filings required by state Departments of Insurance.
This position serves as a strategic partner to executive leadership and operational teams to maintain regulatory integrity, strengthen internal compliance controls, and support continued business expansion. Over time, this role is expected to develop into a succession path for the Chief Compliance Officer position, assuming broader leadership responsibilities for the enterprise compliance function.
Key Responsibilities
· Work closely with the Chief Compliance Officer to strengthen the organization’s overall compliance and regulatory risk management program.
· Serve as a key leader within the compliance function and support succession planning for broader compliance leadership responsibilities.
· Support the development and implementation of enterprise compliance policies, governance frameworks, and regulatory oversight processes.
· Lead the organization’s compliance efforts related to insurance regulatory requirements, with primary focus on Property & Casualty operations and applicable Medicare and ACA-related products.
· Ensure the organization, its franchise owners, agencies, and licensed insurance agents, operate in compliance with applicable state and federal insurance laws and regulations.
· Monitor regulatory developments and ensure operational processes are updated to maintain compliance with evolving insurance and franchisor regulations.
· Oversee state licensing activities, including entity and producer licensing, registrations, certifications, permits, and regulatory filings across multiple jurisdictions, with emphasis on Florida and Texas.
· Manage producer and entity appointment processes, ensuring timely filings, renewals, and terminations in accordance with state Department of Insurance requirements.
· Ensure franchise owners and agents maintain required insurance licenses, appointments, contracts, certifications, and continuing education requirements to legally sell and service insurance products.
· Establish processes to monitor licensing compliance across the organization’s distribution network of franchise locations and agents.
· Maintain accurate records and documentation to support regulatory reporting, licensing compliance, and audit readiness.
· Identify, assess, and mitigate regulatory and operational compliance risks associated with licensing, appointments, franchise operations, and insurance distribution.
· Conduct periodic compliance risk assessments and collaborate with internal stakeholders
· Develop and maintain compliance monitoring and internal control processes to ensure ongoing adherence to regulatory requirements and organizational policies.
· Partner with Operations, HR, Legal, and executive leadership to ensure regulatory requirements are integrated into operational processes across the organization.
· Provide guidance to franchise owners, agency leadership, and internal teams regarding licensing requirements, regulatory obligations, and compliance best practices.
· Assist in developing policies, procedures, and compliance training programs to reinforce regulatory compliance across the organization’s franchise and agency network.
· Support business expansion initiatives by ensuring compliance requirements are met when entering new states, launching new insurance products, or expanding franchise operations.
· Assist in investigations and resolution of compliance-related issues.
· Ensure non-resident, out-of-state licenses meet all applicable state requirements and regulations.
· Respond to annual Medicare Advantage compliance reviews as required by carriers.
· Review marketing and communications materials to ensure compliance and prevent misleading or non-compliant messaging.
· Support the development and delivery of compliance training programs (Medicare, FWA, HIPAA, Ethics).
· Perform other duties as assigned.
Qualifications & Credentials
Education:
· Bachelor’s Degree (Business, Risk Management, Finance, or related field),
· Florida 2-20 (P&C) or 2-15 (Life & Health license – preferred.
Experience:
· 1 – 3+ years in insurance, compliance, or related fields
· Experience with insurance operations (P&C, Medicare Advantage, ACA) highly desirable
· Understanding of insurance agency workflow.
Skills:
· Attention to detail and accuracy
· Knowledge of regulatory frameworks
· Excellent Analytical, audit skills and problem-solving skills
· Strong organizational ability
· Clear communication and training capabilities
· Ability to handle sensitive confidential information
· High ethical standards and integrity.
· Bilingual (English & Spanish) – English proficiency required.
Company DescriptionWe are a fast-growing, bilingual insurance agency serving clients across Florida and Texas!. Our team helps familiesRole Overview:
The primary objective of this position is to ensure excellent customer service delivery, enhance sales competency and performance outcomes, ensure compliance with internal processes, and maintain proper documentation of customer interactions.
This role requires a professional who combines attention to detail with a coaching mindset, someone who can identify both areas of improvement and best practices, communicate findings constructively, and drive measurable improvements in agent performance, sales results, and customer satisfaction. The Quality Assurance Analyst will be instrumental in helping our team achieve excellence and directly contribute to Univista's business growth.
Key Responsibilities
Review and audit recorded calls from Customer Service Representatives (CSRs), agents, and customer service staff across all departments. All reviewed calls must have been recorded with proper all-party consent in compliance with Florida StatutePrepare detailed daily and weekly audit reports with comprehensive data analysis, metrics tracking, and performance visualizations; interpret performance data and create actionable dashboards for leadership review.Validate compliance with Univista's established service, sales, retention, and documentation protocols, as well as all applicable federal and state recording and privacy laws.Assess call quality across multiple dimensions: customer tone and engagement, objection handling, problem resolution, sales technique, and compliance adherence.Identify coaching opportunities and areas for improvement in agent communication, customer interaction, and process execution.Recognize and document best practices and positive behaviors observed in calls to share as coaching tools with the team.Identify patterns in recurring errors, non-compliance issues, and performance gaps to inform targeted training and process improvements.Provide constructive, coaching-oriented feedback to help agents improve performance and identify opportunities to save potential sales.Escalate critical compliance violations or customer service failures to the appropriate supervisor for immediate action.Track quality metrics, compliance scores, and performance indicators to monitor trends and improvement progress over time.Partner with Training & Development to identify system-wide training needs based on audit findings and performance gaps.Maintain strict confidentiality and professional discretion when handling sensitive customer and employee information in full compliance with data privacy laws and company policies.Verify that all reviewed calls comply with Florida's all-party consent recording requirements and ensure proper handling of recordings in accordance with federal retention obligations.Qualifications
High School diploma or equivalent (GED)Minimum 1 year of experience in a customer service, quality assurance, or related roleStrong attention to detail and ability to identify quality issues, compliance gaps, and communication deficienciesExcellent written and verbal communication skillsAbility to manage high-volume call audits and maintain consistent quality standardsProficiency with data analysis, reporting tools, and metrics trackingAbility to work independently and manage time effectivelyReliable transportation and availability to work full-time, on-siteBackground check clearance (as required by company policy)
Required Skills
Attention to Detail – Ability to identify nuanced communication issues, compliance gaps, and quality concerns in recorded interactions.Analytical Capacity – Strong ability to assess calls objectively, identify patterns, and draw data-driven conclusions about performance.Coaching Mindset – Comfort with delivering constructive feedback that motivates improvement rather than focuses solely on deficiencies.Customer Service Understanding – Knowledge of customer service best practices, including tone, patience, empathy, and problem resolution techniques.Sales Process Knowledge – Understanding of sales methodology, objection handling, closing techniques, and how to identify missed sales opportunities.Written Communication – Ability to prepare clear, professional reports and provide written feedback that is specific and actionable.Judgment & Discretion – Strong criteria for evaluating performance, understanding context, and distinguishing between process violations and coaching opportunities.Organization & Discipline – Ability to manage high-volume call audits, maintain consistent standards, and meet reporting deadlines.Confidentiality, Professional responsibility and discretion in handling sensitive customer interactions and employee performance data.Patience & Empathy , Understanding that agents are human; ability to recognize effort and context while maintaining quality standards.Reporting & Metrics Proficiency , Comfort with data analysis, report generation, and metrics tracking; ability to interpret performance data, create dashboards, and translate findings into actionable insights for leadership.Legal & Compliance Awareness , Understanding of Florida's two-party consent recording requirements data privacy obligations, and the legal framework governing call monitoring and employee coaching documentation.Legal & Compliance Awareness- Understanding of Florida's two-party consent recording requirements (Fla. Stat. § 934.03), data privacy obligations, and the legal framework governing call monitoring and employee coaching documentation.A deep understanding of customer service and insurance sales processesExcellent listening skills and attention to detailAbility to identify what went right AND what went wrong in callsA coaching-oriented rather than punitive mindsetThe patience and communication skills to explain improvement opportunities without demotivating agents and CSRsProfessional judgment about the difference between a critical error and a coaching momentGenuine interest in helping colleagues succeed and improve their performanceA commitment to quality, compliance, and continuous improvementUnderstanding of data privacy and the sensitivity of handling recorded customer conversationsCompany DescriptionWe are a fast-growing, bilingual insurance agency serving clients across Florida and Texas!. Our team helps familiesUnivista Insurance is seeking a Franchise Marketing Manager to develop, execute, and optimize marketing strategies that drive business-to-business growth, franchise network development, and lead generation. This role is responsible for managing Franchise marketing campaigns, supporting franchise development initiatives, building strategic partnerships, managing customer relationships, and driving revenue growth through targeted marketing initiatives. The Franchise Marketing Manager will work cross-functionally with sales, franchise development, operations, and digital teams to identify market opportunities, create compelling value propositions, and execute integrated marketing campaigns that resonate with both business clients and prospective franchisees
Key Responsibilities
Franchisee Marketing Partnership
Serve as the dedicated marketing conduit for franchise locations across 3 regionsConduct regular business reviews with franchisees to understand their marketing support needs and translate them into actionable marketing resourcesProactively communicate all marketing campaigns to the franchise network with clear timelines and expectationsBuild and maintain a franchise marketing calendar aligned to corporate marketing strategy
Strategy & Performance
Develop franchise enablement strategy based on franchisee insights and support neeedsTrack and report on franchisee marketing activity and performance metrics, surfacing insights to leadershipContribute to the development of franchise marketing guidelines, playbooks, and best practice documentation
Marketing Enablement & Asset Support
Manage and update a library of ready-to-use marketing assets, templates, and toolkits that franchisees can activate locallyEducate franchisees on the full scope of marketing resources available to them, including digital tools, co-op programs, creative assets, and campaign playbooksField franchisee marketing requests and route them through the appropriate internal channels with speed and accountabilitySupport onboarding of new franchisees with a structured marketing orientation programConduct ongoing training as needed
Brand Standards & Digital Compliance
Own brand compliance across the franchise network, ensuring all franchisee-facing and consumer-facing marketing adheres to UniVista brand standardsConduct ongoing audits of franchisee digital presence including Google Business Profiles, third-party listings, and any independently created websitesIdentify and remediate unauthorized or non-compliant digital assets, including misaligned Google listings and franchisee-owned websites that fall outside corporate brand guidelinesEstablish and enforce a clear digital governance policy for franchise locations, in partnership with the CMO and legal teamServe as the primary escalation point for digital listing issues, duplicate profiles, and brand misrepresentation across local search platforms
Qualifications
Bachelor's degree in Marketing, Business, Communications, or related field.Proven track record of successful campaign execution and lead generationExperience with franchise development marketing or network growth initiatives (preferred)Strong understanding of sales cycles, buyer personas, and purchasing decision-making processesUnderstanding of franchise recruitment and franchise partner relationship managementExcellent written and verbal communication skillsStrong project management and organizational skills with ability to manage multiple initiatives simultaneouslyProficiency with CRM systems and marketing automation platformsAnalytical mindset with ability to interpret data and measure campaign effectivenessAbility to work collaboratively with sales, franchise development, operations, and creative teamsComfortable with consultative selling and relationship-building approaches3
Desired Experience
Experience in insurance, financial services, or loyalty/rewards industryBackground in franchise development or franchise marketingExperience with account-based marketing (ABM) strategiesKnowledge of B2B partner channel development and managementFamiliarity with enterprise-level sales processes and complexityExperience managing trade shows, conferences, or franchise recruitment eventsKnowledge of insurance licensing, compliance, or regulatory requirementsBilingual capabilities (English/Spanish) a plusCompany DescriptionWe are a fast-growing, bilingual insurance agency serving clients across Florida and Texas!. Our team helps familiesUnivista Insurance is seeking a Senior Digital Marketing Manager to serve as the strategic authority on digital marketing channels and execution. This role is responsible for providing deep expertise, guidance, and advisory support to drive digital strategy, optimize channel performance, and ensure technical and strategic excellence across key digital initiatives. The Senior Digital Marketing Manager will work cross-functionally with marketing leadership, operations, and technology teams to identify solutions, define best practices, and improve digital outcomes. The ideal candidate is a passionate digital strategist with deep, hands-on expertise in at least one major digital channel. This person combines strategic thinking with technical execution, is comfortable advising senior leaders, and thrives as the "go-to" expert. They're detail-oriented yet strategic, stay current with digital trends, and can translate complex technical concepts for non-technical audiences.
Key Responsibilities
Digital Strategy & Architecture
Define UniVista's enterprise digital marketing strategy across all channels, serving as the internal authority on where we play, how we win, and what we prioritize Build the digital roadmap: channel mix, budget allocation framework, testing agenda, and performance targets that align to company growth objectives Establish the digital playbook, channel standards, and governance model the broader marketing team and franchise network execute against Identify whitespace and competitive opportunity across the digital landscape; bring forward-looking recommendations to CMO and senior leadershipChannel Ownership & Performance
Own strategy and performance accountability across SEO, SEM/paid search, paid social, email marketing, and marketing automation Manage and optimize paid media investment with full ownership of CPL, CAC, and marketing-attributed growth Oversee SEO strategy including technical SEO, on-page optimization, local and national search, and content-driven organic growth Lead marketing automation architecture including lead nurturing, trigger-based campaigns, segmentation, and CRM integration
Performance Intelligence
Own the digital performance reporting framework: dashboards, attribution models, and executive-level reporting that connect digital activity to business outcomes Drive a continuous experimentation culture through structured A/B testing and channel optimization across all digital properties Translate performance data into strategic recommendations; bring the insight and action, not just the metric
Standards & Governance
Develop and enforce digital best practices, channel playbooks, and quality standards across the organization Partner with compliance and legal to ensure all digital marketing activity meets regulatory requirements Evaluate and recommend new platforms, tools, and technologies to keep UniVista ahead of the curve
Qualifications & Credentials
Bachelor's degree in Marketing, Communications, Digital Marketing, or related field Minimum 5+ years of direct digital marketing experience (SEO, SEM, social media, email marketing, marketing automation, or similar) Deep expertise in at least one major digital channel or platform Proven track record of improving digital performance and driving measurable results Strong analytical skills with ability to interpret data and derive actionable insights Excellent written and verbal communication skills Experience with digital marketing tools and platforms (Google Analytics, advertising platforms, marketing automation software, etc.) Ability to think strategically while managing tactical details Strong project management and cross-functional collaboration skills
Desired Experience:
Experience in regulated industries (insurance, financial services, etc.) Familiarity with compliance requirements for digital marketing Experience leading digital transformation or channel optimization initiatives Knowledge of customer acquisition, retention, and lifetime value strategies Experience with A/B testing and experimentation methodology Bilingual capabilities (English/Spanish) a plusCompany DescriptionWe are a fast-growing, bilingual insurance agency serving clients across Florida and Texas!. Our team helps familiesThe Senior HR Generalist is responsible for supporting day-to-day human resources operations and providing guidance to employees and managers across key HR functions. This role focuses on executing core HR processes including employee relations, performance management, recruiting support, compliance, and employee engagement.
The Senior HR Generalist works closely with HR leadership and department managers to ensure consistent application of policies, support workforce needs, and maintain a positive and compliant work environment.
Key Responsibilities
Support daily HR operations, including monitoring and responding to the HR inbox, handling employee inquiries, and ensuring timely follow-up on all requestsProvide day-to-day support to managers and employees on HR policies, procedures, and workplace mattersSupport recruiting efforts by coordinating with Talent Acquisition, assisting with candidate flow, ensuring timely interview follow-up, and supporting hiring managers throughout the processAssist with onboarding and offboarding processes, ensuring a smooth and compliant employee experienceHandle employee relations matters, including conflict resolution, investigations, disciplinary actions, and policy interpretationEnsure all employee relations cases are thoroughly documented, organized, and maintained, and prepare summaries or reports for HR leadership and the VP of HRProvide coaching and guidance to managers on employee relations issues, performance concerns, and proper documentation practicesSupport and guide managers through performance management processes, including documentation, corrective actions, and performance improvement plansMaintain accurate and up-to-date HR records, employee files, and documentation in compliance with company policies and legal requirementsAssist with compensation and benefits administration, including employee inquiries and support with job or salary changesProvide support and guidance to the HR team and employees on workers’ compensation cases, leave of absence administration (FMLA, ADA, etc.), and payroll-related processes, ensuring accuracy, compliance, and timely resolution of issuesPartner with internal teams and vendors as needed to ensure proper handling of claims, leave tracking, and payroll coordinationSupport employee engagement initiatives that promote a positive workplace cultureIdentify and coordinate training and development needs, including compliance and management coachingEnsure compliance with federal, state, and local employment laws, as well as internal policiesPrepare and maintain HR reports, tracking logs, and basic analytics to support HR operations and leadership visibilityPartner with internal teams as needed to support HR-related processes, audits, and initiativesAssist with HR projects, process improvements, and organizational initiativesPerform other duties as assignedCore Skills
Demonstrated ability to work independently, exercise sound judgment, and take ownership of outcomes within established guidelinesStrong critical thinking and problem-solving skills, with the ability to assess situations and make informed decisionsSolutions-oriented mindset, with the ability to identify options and resolve issues prior to escalationAbility to prioritize effectively, recognizing when to escalate matters with appropriate context and recommendationsClear, professional, and consistent communication skills with employees, managers, and leadershipStrong alignment with departmental goals, processes, and expectations, ensuring consistency in HR practicesProven ability to manage multiple priorities, follow through on tasks, and resolve issues in a timely mannerHigh level of accountability, attention to detail, and organizational discipline, particularly in documentation and complianceSolid understanding of federal, state, and local employment lawsAbility to handle sensitive and confidential information with professionalismExperience supporting HR systems, reporting, and operational processesAbility to coach and guide managers on employee-related mattersBilingual English and Spanish preferredCompany DescriptionWe are a fast-growing, bilingual insurance agency serving clients across Florida and Texas!. Our team helps familiesJob Overview
UniVista Insurance is seeking motivated and customer‐focused ACA Health Insurance Sales Agents to join our growing team in Miami, Florida. In this role, agents will assist individuals and families in selecting Affordable Care Act (ACA) compliant health insurance plans through inbound and outbound phone sales. The ideal candidate is goal‐driven, compliance‐oriented, and passionate about helping clients understand their healthcare options.
Miami, Florida (On‐site / Hybrid based on business needs
Key Responsibilities
Handle inbound and outbound calls to educate consumers on ACA health insurance plans and perform compliant cross‐selling of ancillary products within the UniVista Insurance ecosystem based on customer needs and eligibilityAssist clients in determining eligibility for ACA plans, subsidies, and Special Enrollment PeriodsComply with all CMS, ACA, state, and carrier marketing and sales regulations, as well as UniVista Insurance policies and procedures, including required training, quality assurance standards, and call monitoring protocols.Conduct needs assessments to recommend suitable health insurance coverageAccurately complete insurance applications and enrollment processesMaintain full compliance with CMS, ACA, and carrier regulationsMeet or exceed individual sales goals, call metrics, and quality standardsDocument all customer interactions clearly and accurately in CRM systemsStay current on ACA guidelines, carrier offerings, and underwriting rulesProvide exceptional customer service before, during, and after enrollmentWork collaboratively with supervisors, QA teams, and compliance departmentsWork Environment
Telesales role with structured schedules, including peak enrollment periodsPerformance‐driven, team‐oriented culture in MiamCompensation & Benefits
This role is designed for agents who are motivated to build long‐term earnings through recurring residual commissions tied to sustained enrollment performance.Highly competitive Hourly base pay ($18/hour)Residual, performance‐based commission structure paid monthly as long as enrolled members remain active and in good standingTotal estimated comp, varies by production: $41,371 - $184KCommission payout increases based on individual production levels, rewarding agents who build and maintain a larger book of active businessTraining, licensing support (where applicable), and ongoing developmentBenefits package available based on employment status
Why Join Univista Insurance?
Univista Insurance is one of the nation’s fastest‐growing insurance organizations, committed to innovation, compliance, and exceptional customer service. We value diversity, teamwork, and professional growth, offering our agents the tools and support they need to succeed.
Qualifications & Requirements
Active Florida 2‐15 or 2‐40 Health Insurance License (required)Prior experience in ACA sales, health insurance, or telesales preferredExcellent verbal communication and active listening skillsStrong sales aptitude with a customer‐centric approachAbility to explain complex insurance concepts in simple termsComfortable working in a fast‐paced environmentProficient in CRM systems and basic computer applicationsAbility to meet attendance, schedule, and productivity requirementsPreferred Skills
Bilingual (English & Spanish) strongly preferredPrior experience working during Open Enrollment Period (OEP)Understanding of CMS compliance and standardsProven track record of meeting or exceeding sales goalsCompany DescriptionWe are a fast-growing, bilingual insurance agency serving clients across Florida and Texas!. Our team helps families