I am an Insurance Virtual Assistant with experience supporting both personal and commercial lines, Throughout my career, I have assisted with policy servicing, endorsements, cancellations, data entry and client account management.
I have worked with agency management systems including Applied EPIC, Applied TAM, AMS 360, Hawksoft, Citrix Workspace and -----------ntum AMP (NowCerts), as well as multiple carrier portals, ensuring accurate and efficient processing of insurance operartions.
Policy Servicing: Processing policy changes, endorsements, cancellations, reinstatements, renewal letters, and maintaining accurate policy records.
Carrier Support: Assisting on downloading policy documents, endorsements, policy change requests and coordinating with underwriters and carrier representatives.
Agency Management Systems: Managing policy data, client records, activities, and documentation using Applied EPIC, Applied TAM, AMS 360, Hawksoft, Citrix Workspace and -----------ntum AMP (NowCerts)
Data Entry & Documentation: Accurately entering policy information, updating client records, organizing digital files, and maintaining complete documentation for compliance and auditing purposes.
Client & Team Collaboration: Communicating professionally with clients, producers, carriers, and internal teams to resolve policy inquiries and ensure timely service.
Workflow Efficiency: Prioritizing multiple tasks, maintaining attention to detail, and improving administrative workflows to support agency productivity.
Skills:
- Experience supporting Personal and Commercial Lines insurance operations.
- Proficient in Applied EPIC, Applied TAM, AMS360, Hawksoft, -----------ntum (NowCerts), and carrier portals.
- Strong knowledge of policy servicing, endorsements, cancellation and reinstatements, and loss run requests.
- Excellent organizational and time management skills in high-volume environments.
- Accurate data entry and documentation with exceptional attention to detail.
- Professional communication with clients, carriers, and internal teams.
- Strong problem-solving skills and ability to adapt to new systems and processes quickly.
- Reliable, detail-oriented, and committed to delivering high-quality administrative support.