I have been working as an Insurance Virtual Assistant since 2020, with proven expertise in both Commercial and Personal Lines. I am highly skilled in handling end-to-end insurance support processes, ensuring accuracy, compliance, and excellent customer service.
Core Capabilities
Policy Servicing: Processing renewals, cancellations, non-renewals, endorsements, bonds, claims, audits, quoting, compliance documentation, ACORD forms, and certificates of insurance.
Billing & Account Management: Navigating and reviewing billing accounts across multiple carriers to ensure accuracy and timely follow-up.
Carrier & Client Communication: Conducting outbound calls to underwriters, carrier CSRs, adjusters, and insureds. Skilled in professional email correspondence with strong attention to detail.
Systems & Carrier Platforms: Experienced in working with leading carriers, including:
System: Applied Epic, MS Outlook, Excel, Semsee, Hawksoft 6 and Image Right.
Carriers:
Hartford, Safeco, Dairyland, Mercury, Foremost, National General, Still water, Nationwide, Progressive, American Modern, Bristol, Advantage, Employers, Markel, Travelers, Stillwater, Rlink, Old Republic, IPFS, AmTrust, Guard, Cumberland, Aegis, Advantage and Liberty Mutual.
Strengths
In-depth understanding of insurance operations (personal & commercial lines).
Detail-oriented, organized, and compliance-driven.
Strong communication and customer relationship skills.
Ability to manage multiple tasks efficiently while ensuring accuracy.
