Detail-oriented and highly organized Insurance Virtual Assistant, Account Manager, Marketing Support, Quoting Specialist, and Data Processing Specialist with more than 3 years of combined experience in commercial and personal lines insurance. Proficient in Applied EPIC, CSR24, Hawksoft, Salesforce (Veruna), Bridge/Dave, AMS360, EzLynx, and other management systems. Experienced in account management, policy administration, underwriting support, marketing coordination, and preparing accurate insurance quotes. Strong in client communication, carrier submissions, and end-to-end policy servicing. Recognized for streamlining workflows, improving turnaround time, enhancing customer service, and proactively addressing client needs to ensure accuracy, compliance, and efficiency.
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