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

Remote, USA Full-time Posted 2025-07-02
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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

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