Need an EXPERT COMMERCIAL INSURANCE VIRTUAL ASSISTANT for your Commercial Insurance Agency?
Cost-Effective & Tech-Savvy
High-Speed Internet & Equipment
US Time Zone & Data Security
What I Can Offer:
Versatile Support:
- Expertise in various commercial lines insurance policies: General Liability, Commercial Package, Property, Auto, Inland Marine, Workers' Compensation, Umbrella/Excess, Professional Liability, and Errors & Omissions.
- Strong multitasking, organizational, and time management skills.
- Adaptability to new processes and a commitment to continuous learning.
- Available to work during US business hours and across different time zones.
CRM & Tech Proficiency:
- Experienced with AMS360, ImageRight, Zoho One, Adobe Acrobat, Adobe DocuSign, and Microsoft Office tools.
- Comfortable with communication platforms like Slack, Teams, Skype, Zoom, -----------, RingCentral, and WhatsApp.
Insurance Skills & Experience:
Commercial Lines Servicing:
- Quoting for auto, LRO, apartments, homes, and restaurants with major carriers.
- Completing ACORD forms (125, 126, 140, 130, 24, 25, and 28), handling the binding process, preparing and issuing insurance binders, and finalizing policies.
- Updating insured information, generating Auto ID cards, and issuing Certificates of Insurance and Evidence of Property Insurance.
- Processing endorsements, policy changes, and renewals.
Insurance Carrier & MGA Experience:
- Familiar with major carriers such as Liberty Mutual, Progressive, Hanover, Hartford, CNA, Nationwide, AmTrust, Berkshire Guard, Travelers Insurance, Three, Next, Coterie, and Treaty Oak.
- Experienced with MGAs like Integrated Specialty Coverages (ISC) and First Connect.
Ready to streamline your operations? Let’s connect, and I’ll get back to you as soon as possible!
