I keep insurance renewals moving so agencies don't miss a single policy.
With 1+ year as an Insurance VA at SimplifiVAs, I process 400+ policy renewals weekly using InsuredMine CRM automation across 100+ Florida-based carriers. I specialize in Applied Epic for policy tracking, payment monitoring, and carrier communications — and I've trained 10+ new tea-----------mbers on renewal procedures along the way.
Before that, I spent 3 years in insurance-adjacent customer service at Concentrix, handling vehicle insurance repair verification, rental tracking, and policy-related support for customers.
What I bring to an insurance agency:
- Applied Epic specialist with real, high-volume renewal experience
- High-volume policy management using InsuredMine CRM automation
- Comfortable training new hires and documenting team workflows
- Strong attention to detail — 400+ renewals a week demands it
- Works independently with minimal supervision
Currently open to Insurance Virtual Assistant and Remote Administrative roles.
