VIVA Virtual Solutions LLC

The role involves engaging current clients to set pre-qualified appointments and making live transfers. Responsibilities include conducting cold and warm calls while following scripts to achieve daily and weekly goals.

The role involves handling personal and commercial insurance policy servicing, including endorsements and renewals. The assistant will also be responsible for completing ACCORD forms and providing customer support for U.S. agencies.

The agent is responsible for building accurate quotes for auto, home, and umbrella policies across various carriers. They must also handle policy servicing, including endorsements, renewals, and cancellations while maintaining precise documentation.