A competent Virtual Assistant with experience in US Insurance industry, across both Personal and Commercial lines. Demonstrates a strong commitment to upholding standards of professionalism and strives for continual improvement in skills and knowledge acquisition. Seeking opportunities to further broaden experience and effectively manage various responsibilities. Specializing in Commercial Lines as an Associate Account Manager for more than a year. Managed servicing tasks including: - Ensure seamless support to Account Managers through email and CRM software.
- Collaborate with underwriters and Account Managers to address client inquiries.
- Handle endorsements/policy change.
- Issue Auto ID cards for endorsement and renewal.
- Order and obtain loss run history.
- Coordinate processing of insurance certificates for Liability, Property, Equipment, and Vehicle. - Issue renewal certificates through CSR24.
- Attach specific endorsement forms on certificate template.
- Attach scheduled endorsement forms to specific certificate holders.
- Update certificate holder information including primary wording.
- Import and export of certificate holders, vehicles, and drivers lists.
- Create report for Replacement Cost Valuation of insured's building/location.
- Policy Checking.
- Create client portal access.
- Data entry of insured's information into CRM software.
- Download and process documents/policies from carriers into CRM software.
- Make a follow up (Endorsments, Notice of Cacncellation for Non-Payment premium, Loss Runs, and Policy document (Declaration page). - Send and process Additional Premium (Direct Bill), Non-money endorsement, and Declaration Page to insured.
- Processing policy cancellations (Lost Policy Release)
- Sending renewal reminder to insured.
- Proficient in utilizing insurance software namely Applied Epic and CSR24 for handling certificates. Actively engaged in the field of Personal Lines as Junior Underwriter for 6 months:
- Primarily focused on handling quotes for Homeowners, Auto and Umbrella policies.
- Assists Senior Underwriter in receiving quote requests directly through email and CRM software. - Coordinate new business for prospect client, renewal and re-update quotes.
- Proactively re-shop or remarket insurance coverages for existing clients.
- Record client's basic personal data and insurance information coverage through PL Rater and place in designated carriers to review ad analyze risks according to underwriting guidelines. - Communicate and send to Senior Underwriter the initial proposal quote (including premium, details of coverage limits and underwriting guidelines) generated from carriers.
