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Licensed and Non-licensed Insurance Agent/Virtual Assistant/Portuguese language is required

Remote · USA Full-time New today

Company Overview: Join our dynamic team at Agency VA, a rapidly growing start-up company revolutionizing the insurance agency landscape. We specialize in providing comprehensive support services to insurance agencies, allowing them to streamline their operations and focus on growth. As a profitable and expanding company, we offer exciting opportunities for career development and advancement. Job Description: As an experienced Licensed Virtual Assistant at Agency VA, you will play a vital role in delivering day-to-day customer service and quoting services for our clients. This position requires a motivated self-starter who thrives in a work-from-home environment. If you are passionate about customer service and have a proven track record of excellence, we want to hear from you. UPDATE: we are willing to train the right non-licensed individuals to become licensed as long as you speak Portuguese and English. Key Responsibilities:

  • Answer customer phone calls promptly and respond to emails in a timely manner.
  • Process customer policy change requests accurately and efficiently.
  • Collect all necessary documents from customers for new policies.
  • Document all customer interactions and transactions in the Agency Management System.
  • Process premium payments from customers securely and accurately.
  • Verify customer information, including phone numbers, addresses, and email addresses, and update records as necessary.
  • Provide exceptional customer service, building strong relationships with clients and ensuring their satisfaction.
  • Set up new client files and ensure all necessary information is accurately recorded.
  • Meet daily goals for new quotes and re-shops, handling carrier daily downloads efficiently.
  • This position requires you to sell insurance products

Requirements:

  • This particular position requires the candidate to be bilingual in English and Portuguese...this is a MUST.
  • Proven experience in a customer service role, preferably in the insurance industry.
  • Must be able to pass a background check.
  • Holding a Property & Casualty license in your resident state is a plus
  • Experience with both personal and commercial lines is a plus
  • Experience with independent agencies is a PLUS
  • Sales experience is required and any past experience obtaining sales goals are a plus
  • Attention to detail with critical thinking and reasoning skills
  • High school Diploma/GED required
  • Must pass background check

Job Types: Full-time, Permanent Pay: $20.00 - $23.00 per hour Expected hours: 40 per week Benefits:

  • Dental insurance
  • Disability insurance
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Vision insurance
  • Work from home

Work Location: Remote Apply Job!

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