Hello!
I'm Shara, an Insurance Customer Service Representative from the Philippines with over two years of experience supporting U.S.-based insurance agents and agencies. I handle Commercial Lines Insurance, taking care of various administrative tasks to help keep daily operations running smoothly.
I'm experienced in using Applied Epic, Zendesk, Micorosft 365 - tools I use daily to manage endorsements, cancellations, renewals, policy changes, and client communications.
I'm currently open to new opportunities where I can use my skills to support your team and help deliver excellent service.
*Key Areas of Expertise
Commercial Lines (Skilled in Applied Epic)
Handled policy booking for new business, renewals, and reinstatements, along with invoicing and transactions in Applied Epic.
Quoting for Commercial Auto (Progressive, AIC, CoverWhale, GEICO, and Acuity)
Managed client communication related to Notices of Cancellation (NOC), including updates and document delivery
Reviewing auto filings
Issuing COIs (Certificates of Insurance) & Auto ID Cards
Handling finance agreements through First Insurance Funding, US Finance Premium, Agile, and Capital Premium
Making payments and accessing documents through Carrier portals
*General Administrative Support:
Data entry and policy checking
Updating insureds in CRM tools
Preparing and sending paperwork and correspondence
Proficient in Microsoft Outlook, Word, and Excel
Here's my CV Link:
-----------
Let’s reconnect—I’d love to explore how I can help support your business! :)
Verified