I worked as a Commercial Lines Virtual Assistant for 3 years providing administrative and account management support for commercial insurance clients. Handling BOP, Package, Workers Comp, Umbrella, Professional Liability, Business Automobile.
My responsibilities included processing policy renewals, new business, rewritten policy deliveries, endorsements, cancellations, and reinstatements; preparing certificates of insurance (COIs) and other policy documents; loss runs requests, pulling dec pages to carrier portals, policy changes, communicating with clients, carriers, and underwriters; maintaining accurate records in the agency management system; assisting with new business submissions and renewal marketing; monitoring policy expiration dates; and ensuring all client requests were handled accurately and efficiently while delivering excellent customer service.
Skills:
•Policy Servicing & Endorsements
•Certificates of Insurance (COIs)
•Renewal Processing
•Insurance Carrier Communication
•Account Management Support
•Agency Management Systems
•Microsoft Word
•Data Entry & Documentation
•Client Relationship Management
•Attention to Detail
•Time Management & Multitasking
Verified