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

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