Agency VA

Provide customer service and sales support remotely, including handling calls, processing policy changes, and meeting sales goals. | Must be bilingual English/Portuguese, have customer service and sales experience, pass background check, and preferably hold an insurance license. | 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: $19.00 - $22.00 per hour Benefits: • Dental insurance • Disability insurance • Flexible schedule • Health insurance • Paid time off • Vision insurance • Work from home Language: • Portuguese (Required) License/Certification: • Insurance Producer License (Required) Work Location: Remote