Struggling with time-consuming tasks and backend processes that diverts your team's attention from your core business activities? I GOT YOU!
? 3 Years of Solid Experience in Insurance Industry
? MGA/MGU and Insurance Agency Backend Support
? Professional Support & Correspondence
? Tech Savvy Creative
Services I Offer:
? Insurance Underwriting:
• New Business and Renewal Rating/Quoting
• Process All types of Endorsement
• Loss Runs Analysis
• Policy Bind, and Issuance
• Policy Dec and Policy Forms Assembly
• Providing Quote Proposal
• Financial Paraplanning
• Life Insurance Quoting
? Insurance Agency:
• Commercial Lines Insurance Back-End Operations
• Creating ACORD Forms
• Requesting Loss Runs
• Requesting Policy Changes and Endorsements
• Issuing Certificates /Evidence of Insurance (COI/EOI) and Auto ID
• Sending Policy Documents to Insureds
• Running MVR
? Agency Management System
• Applied Epic
• QQ Catalyst
• Salesforce
• Less Annoying
• Assistant Advisor
? Insurance Carriers
Progressive
Travelers
Auto-Owners
Philadelphia Insurance Companies
State Compensation Insurance Fund
Liberty Mutual
Safeco
Hartford
? Application/Software Expertise:
• MS Excel
• MS Word
• PDF
? Email Management
• Outlook
• Gmail
? Messaging & Communication
• Teams
• Slack
• Skype
• Zoom
• RingCentral
? Data Processing:
• Data Mining
• Lead Generation & Extraction
• Data Visualization
• Data Migration
• Data Entry/Typing
• Data Cleaning
