Assisting with any kind of insurance process.
My expertise includes:
Personal and Commercial Lines
• Quoting and Quote Proposals
• Policy Checking
• Claims Data Entry
• COI, EOI and Acord Forms
• Endorsements
• Billing/Invoice
• Mortgagee Change
• Policy Change
• Renewal
• Marketing Submission
My Insurance Experience
• Renewal and Marketing Submission. Renews the policy on the client m-----------gement system and input all the data of the insured to ensure all details are accurate
• Creating Invoice for the policies uploaded on the clients m-----------gement system
• Doing Quote and Plan Proposal in different carrier sites. Creating Premium Comparison Sheets and Agency Proposal with client specific plans and coverages
• Process endorsement and any policy changes on the insureds policy
• Claims support Report Claims to carriers and help with regular claim status tracking for the insured
• Back Office support - helping the client with basic data entry, book keeping and other back-office support services
• Create COI, EOI and Acord Forms
• Calling and marketing, doing outbound and inbound customer service calls and to carrier websites
• Servicing of email requests
• Data entry and updating of client information on the m-----------gement system
M-----------gement System Used:
• Applied Epic
• AMS360
• SalesForce
• EzLynx
• Adobe Acrobat
• Ivans Exchange
• DocuSign
• Google Workspace (GMail, Docs, Spreadsheet and Google Meet)
• MS Office Applications (Word, Excel, and PowerPoint)
• MS Outlook, MS Teams, Google Chat, Slack
• Canva
Provide and exceed customer and clients satisfaction. Continuously building a long term relationship with the clients and customers.
