Hi There! I am Tessa ( Virtual Account Manager) Experienced & Dedicated to Providing Top-tier Support With over 3 years of proven expertise, I'm a Virtual Assistant committed to enhancing efficiency and client satisfaction. Equipped with exceptional communication skills, I engage effectively with diverse clientele. My dedicated workspace, complete with professional-grade equipment and high-speed internet, ensures seamless availability for clients.
-Policy endorsement processing for Personal Lines
-EPI/EOI, VECI Cert., No Loss, Cancellation Forms, ETC generation and submission for Auto and Home policies, Even General Liability Certs, Workers Comp and More!
-Verifying coverages with Insureds & Lenders.
-Assisting clients through the claims process.
-Payment processing for premiums via various methods in Carrier sites.
-Cancellation processing and special request handling.
-Underwriting memos and policy updates.
-Accurate record keeping and file management.
-Efficient quoting and communication with third parties
-Underwriting memos - premium change and or/policy status update.
Entering Manual Policies in Ezlynx
- Renewing Policies
- Attaching Docs in Organized Folders
- Notifying agent of rate renewals review.
-Updating Info Sheets for quoting.
Contact third parties over the phone to provide quality service, schedule appointments, gather data, or follow up.
Converses and deals with the Contractor Companies, the Underwriter, the Adjuster, the Other Agents in the Carrier Assigned, and the Clients.
Maintaining Accurate Record, Files and Forms.
Quote in Ezlynx;
-Monoline , Home and Auto - PKG
Quote in top 3 carriers (Ezlynx result or client specific)
-Monoline , Ho3-Ho6 and Auto, PKG - with UMBRL or another underlying policy. and many more!
