Insurance and Transportation Operations Specialist with over 14 years of experience providing remote support to U.S.-based insurance agencies, brokerage firms, and transportation companies. Extensive experience across both commercial and personal lines insurance, including commercial auto, trucking, home, auto, renters, condo, life, and recreational insurance.
Skilled in managing the full insurance lifecycle, including new business, quoting, renewals, endorsements, certificates of insurance (COIs), policy servicing, premium finance agreements, underwriting support, compliance documentation, and customer service. Experienced in reviewing underwriting requirements, processing policy changes, verifying driver and vehicle information, coordinating with carriers, and maintaining accurate policy records while ensuring compliance with agency and carrier guidelines.
Recognized for exceptional attention to detail, strong organizational skills, and the ability to manage multiple priorities in fast-paced remote environments. Proficient in industry-leading insurance platforms including EZLynx, Applied Epic, NowCerts, and CapDat, as well as CRM systems such as GoHighLevel, Zoho CRM, HubSpot, and Microsoft Dynamics. Dedicated to delivering accurate, efficient, and client-focused support that helps agencies improve operations, strengthen customer relationships, and drive long-term success.
Verified