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US Citizen Licensed Insurance Agent

Role overview

Qualifications

  • U.S. Citizen (Mandatory)
  • Active US Insurance License
  • At least 1 year of experience in the insurance industry
  • Proven knowledge of commercial and personal lines

Responsibilities

  • Build complete and correct quotes (Auto, Home, Umbrella) across carriers.
  • Ensure coverage, limits, and deductibles align with client needs and prior policies.
  • Navigate carrier systems efficiently and produce quotes within expected timeframes.
  • Process endorsements, renewals, cancellations, and rewrites; maintain complete and accurate documentation; identify and flag any coverage gaps or inconsistencies.

Key facts

Other skills

  • Record Keeping
  • Communication
  • Multitasking
  • Organizational Skills
  • Detail Oriented
  • Social Skills

About the company

VIVA Virtual Solutions logo

VIVA Virtual Solutions

Outsourcing & Offshoring

VIVA Virtual Solutions offers businesses the highest quality virtual assistant services across North America. 100% of our Virtual Assistants speak both Spanish & and English and are college-educated!VIVA Virtual Assistants are skilled and experienced professionals and can help you generate more leads, close more deals & help you make more commissions - all while saving your over 60% of the cost of hiring a full-time employee! That's why VIVA is quickly becoming the #1 choice of top insurance and real estate professionals across North America.

Company details

Company typeScaleup
IndustryOutsourcing & Offshoring
Company size51 - 200

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Job description

We are seeking a motivated and detail-oriented US Citizen Licensed Insurance Agent to join our team. The ideal candidate will have experience in quoting and policy servicing, with a strong understanding of insurance products (Commercial and personal lines) and customer service best practices. Experience working with clients in Texas, California, Florida, New York, or Utah is preferred but not required.

Key Responsibilities:
1. Quoting 

  • Build complete and correct quotes (Auto, Home, Umbrella) across carriers
  • Ensure coverage, limits, and deductibles align with client needs and prior policies
  • Navigate carrier systems efficiently and produce quotes within expected timeframes
2. Policy Servicing 
  • Process endorsements, renewals, cancellations, and rewrites correctly
  • Maintain complete and accurate documentation in the system
  • Identify and flag any coverage gaps or inconsistencies


Requirements

  • U.S. Citizen (Mandatory)
  • Active US Insurance License (required)
  • 1 year of experience in the insurance industry
  • Proven knowledge of commercial and personal lines
  • Experience working with policies in Texas, California, Florida, New York, or Utah (preferred, not mandatory)
  • Knowledge of quoting processes and policy servicing
  • Strong communication and interpersonal skills
  • Excellent attention to detail and organizational skills
  • Ability to multitask and work in a fast-paced environment
  • Proficiency with CRM systems and Microsoft Office tools


Benefits

  • Remote Position
  • Paid Time Off
  • Paid Family & Medical leaves



Salary: 1900

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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