Personal and Commercial Lines Insurance Virtual Assistant
EXPERT IN THE BELOW TASKS:
Quoting /requoting Home, Auto, Watercraft, Condo, Renters, Wind, Flood, Commercial Auto, BOP, GL, WCOM, CUMB, Property, Apartment Rentals, Contractors, Restaurants
RCE for home valuation.
Policy review for Renewals.
Policy Endorsements/Management - add / remove /replace / update vehicles, drivers, Lienholders, Mortgagees
Auto & Home Policy binding.
COI's, EOI's, ID cards issuance.
ACORDS 140, 125, 126 for new business or renewals
Process payments/billing tru CRM/Carrier.
Payment reminders for Pending cancellations.
Policy Cancellation/ Loss Run/ LPRs generation
Auto and Home claims coordination.
Client/carrier/LH/Adjuster follow ups via Call / Email / SMS.
Data entry /data filing / data gathering for Health / Life / Auto / Home / Commercial Insurance Application.
Customer Service/Support
Surplus lines
**State Licensing & Compliance Filing Support
TOOLS:
AMS360; Formsboss; Hawksoft; EZLynx; Agency Zoom; Applied Epic; Canopy Connect; Formstack; Dropbox; Docusign
CARRIERS:
Erie; Safeco; Progressive; Auto Owners; Ohio Mutual; Travelers; State Auto; AAA; Discovery; Dairyland; Nationwide; Hartford; National General; Southern General /Insurance House; Grange; Vault; Assurance America; Bristol West; Hagerty; Gainsco; Alinsco; Kemper, Allstate; Geico; Connect; Commonwealth; Elephant; Lamar;
Honeycomb; Obie, BASS, California Fair Plan; DISTinguished; Core, Amtrust, Amwins; Progressive ASI; National Security; National Summit; Aegis; American Modern ; Foremost; UPC; CHUBB; Orion 180; Johnson & Johnson; BHHC; Homeowners of America; Tower Hill; Orchid; Texas Fair Plan/TWIA
PLUS:
Trained and Certified via Total CSR for Personal (Auto & Home) and Commercial Lines Insurance (General Liability, WCOM, Umbrella, Property).
Have been a Call Center Sales Compliance & Quality Assurance (QA) Specialist for 4 years.
Have been a Customer Service Representative (Financial Service / Insurance) for 8 years.
With complete WFH equipment - ALL with back-up including POWERSOURCE.
