VIVA Virtual Solutions LLC

Role Description VIVA. is seeking an energetic, motivated and results-driven Appointment Setter to join our team. In this role, you will be responsible for engaging current clients on behalf of our agencies with the goal of setting pre-qualified appointments, making live transfers, and scheduling phone/email connections. This position is ideal for someone with strong communication skills, and the ability to build rapport quickly over the phone. - Conduct outbound and receive inbound cold calls to potential prospects - Make warm calls to existing client databases - Schedule qualified appointments or successfully transfer calls live - Follow call scripts - Maintain a positive, professional, and courteous demeanor on all calls - Work collaboratively with the team to achieve daily and weekly goals - Stay organized and manage multiple tasks efficiently - Operate within required timelines and productivity expectations - Serve as a self-starter with strong time-management skills Qualifications - C-1/ C-2 English level - Excellent communication and interpersonal skills - Strong customer service orientation - Ability to establish rapport with prospects quickly - Solid product knowledge retention - Goal-driven mindset Benefits - Full remote position - Paid time off - Paid medical leave - 40 hour work week - Weekends off Company Description

Role 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. - 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 - 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 Qualifications - 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