Need a hand with your Insurance Agency Operations? I would love to help you by leveraging my expertise in Property and Casualty Insurance, including quoting, processing policy changes, and customer service. My goal is to simplify your sales pipeline and operation so you can run your business efficiently.
My Services include the following:
*Quoting- Spearheaded an Insurance Agency's productivity by providing administrative support to support the sales team, including creating proposals for Sales Agent presentations, sending quote proposals to insureds, and quoting directly from insurance carriers.
*Policy Management- Oversaw billing, payments, and notice of cancellation, ensuring to avoid any lapses with the insured's policies, resulting in policy retention and customer satisfaction.
*Client Communication:
• Email and SMS Management
• Handle inbound/outbound calls.
*Service Process
• Policy/Account Changes: Cancellation, increase/decrease coverage on policies, update customer information, etc.
• Send EOI, COI, and Auto ID cards to Insureds.
• Manage E-Signature, Docusign, and FAX documents.
?Data Entry, Migration & Research
• Conducted research on applicants' driving history and property details to determine clients' eligibility, minimizing potential losses and protecting the company's financial interest.
• Manage existing business records and transfer customer data, policy information, and documents to Ezlynx, increasing company automation and improving its efficiency.
• Strategically input and record customer data on the Agency's CRM system.
• Filling out Quote application Acord forms.
Proficient in utilizing various CRM’s:
*CAB Report
*Aspire
*VIN Decoder
*360Valuation
*Ezlynx
*Salesforce APEX
*Guidewire PolicyCenter
*Google Workspace
*Meister Task
*Notion
*Google Workspace (Google Maps, Gmail, Drive, Calendar, Docs, Sheets)
*Microsoft 365 Office (Microsoft Outlook Email and Calendar, Teams, Word, Excel, *PowerPoint, Outlook, and OneDrive)
*Redfin, Zillow, and Propertyshark
*Openphone, Avaya, and 8X8
*Zendesk
*Slack
Carriers I used:
*Farmers
*Foremost
*Hudson
*RLI
*California Fair Plan
*California Earthquake
*Hiscox
*Geovera
*Bamboo
*Appalachians Underwriters Inc.
