Hello there!
I'm a dedicated professional with over six years of diverse industry experience, covering roles such as Data Entry Specialist, Quotation & Renewal Specialist, Virtual Assistant, Technical Support Representative, First-Party Collector, and Customer Service Representative.
Insurance Industry Expertise
My background includes working extensively as a virtual assistant for U.S.-based insurance carriers. I supported over 20 different clients, including prominent names like Hawksoft, Ezlynx, Nowcerts, Chalk & Gibbs Insurance, Penn National, NCIUA, and many others.
My daily tasks involved:
Verifying and accurately transferring client data across multiple platforms to ensure consistency and compliance
Managing both personal and commercial lines of insurance, including policy setup, renewals, and documentation review
Reviewing insurance policies, premiums, attachments, and notes to ensure accuracy, completeness, and regulatory compliance
Efficiently navigating and utilizing various Agency Management Systems (AMS) such as AMS360, Hawksoft, Nowcerts, Applied TAM, and others
Creating and issuing Certificates of Insurance (COIs), updating mortgagee clauses, and ensuring timely delivery to clients and certificate holders
Processing re-shops and quotes for Personal Lines to ensure clients receive the best available coverage and rates
Handling inbound calls from clients and carrier representatives, addressing inquiries, clarifying policy details, and providing timely resolutions
Managing policy servicing tasks, including policy changes, endorsements, and cancellations, while ensuring accuracy and clear communication with all parties involved
Maintaining detailed and organized documentation for audit and compliance purposes
Collaborating with underwriters and producers to support client retention and ensure smooth policy lifecycle management
Proactively following up on pending requirements, signed applications, and necessary documents to avoid delays in policy processing.
Demonstrating strong attention to detail, multitasking, and client-first communication throughout every stage of service
Website Development & SEO
Beyond insurance, I've been exposed to website development and SEO optimization strategies. As a point of contact for Wix users, I managed chats and calls to address customer concerns, onboard new users, and introduce them to Wix’s tools, services, and products—ensuring their websites are successful and their traffic is optimized.
Customer Service & Collections
In addition, my three years in the BPO industry sharpened my skills in active listening, effective communication, and conflict resolution. I have helped countless customers feel heard, understood, and satisfied with the service they received. I also handled first-party collections, maintaining professionalism while ensuring timely payments.
Tools and Software Expertise:
Insurance Platforms: AMS360, Applied TAM, Nexsure, Hawksoft, Ezlynx, QQ Catalyst, Nowcerts, Better Agency
Insurance Carriers: Penn National, NCIUA, NCJUA, Progressive, Auto-Owners, Frontline, Chubb, Hanover, UPC Insurance, Markel, J&J, Orchid, Chalk & Gibbs Insurance, Travelers, Safeco, Geico, Bristol West, Appund, Sagesure, National General, Foremost, Mercury, Allstate, MissionSelect, Berkshire, Liberty Mutual, Nationwide, Encompass, Lemonade, American Modern, Coterie, Conifer, Dairyland, Breeze, Branch, Wellington, Hartford
Productivity & Communication Tools: Microsoft Teams, Outlook Email, Excel, Word, PowerPoint, Access, Google Workspace (Docs, Sheets, Meet), Zoom, Slack, Notion
Key Skills:
Data Entry & Data Management
Insurance Quotation & Renewal Processing
Customer Support & Issue Resolution
Website Support (Wix) & SEO Basics
Administrative & Virtual Assistance
Active Listening & Effective Communication
Team Collaboration & CRM Management
I bring attention to detail, a client-first mindset, and a commitment to excellence to every task I take on. If you're looking for someone who can hit the ground running, adapt quickly, and deliver outstanding results—let's connect!
I’m excited to discuss how I can help your business grow and succeed.
