If your team needs a reliable insurance professional experienced in both lender insurance processing and broker administration, I can help keep your operations running smoothly.
Since 2021, I’ve supported US and Australian brokers, lenders, and mortgage teams, handling everything from policy servicing and quote submissions to loan insurance coordination and compliance.
I have a strong background in Personal and Commercial Lines, with hands-on experience in:
• Quoting
• Creating and issuing policies
• Processing endorsements, renewals, and cancellations
• Managing COIs and Evidence of Insurance
• Running MVRs and tracking renewals
• Preparing ACORD forms and supplemental applications
• Requesting loss runs and verifying coverage for lenders
I specialize in insurance coordination for loan files, including Fix & Flip, Construction, DSCR, and Non-DSCR loans—ensuring all insurance requirements are met accurately and on time. My role bridges communication between lenders, brokers, and borrowers, keeping every file compliant and closing on schedule.
I also provide end-to-end support for Australian insurance brokers, managing policy servicing, new business, renewals, endorsements, and cancellations. I assist with client accounts, monthly statements, claims follow-ups, and serve as a reliable point of contact in the broker’s absence—always maintaining organized communication and adherence to company standards.
I’m proficient with tools such as:
AMS360 • NowCerts • EZLynx • Salesforce • Microsoft 365 (Dynamics) • Dappr • Asana • Trello • Slack • Canva • Google Workspace • InsuredMine • HubSpot • WinBeat • Sunrise and experience working on different carrier portals.
If you’re looking for someone detail-oriented, dependable, and proactive, I’d be happy to support your team and help keep your insurance operations efficient and stress-free.
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