I am an Insurance Virtual Assistant with over five years of experience supporting independent insurance agencies across the United States.
My experience includes quoting personal and commercial insurance, policy servicing, client communication, certificate requests, endorsements, renewals, data entry, and CRM management. I am comfortable working directly with customers, insurance carriers, and agency staff to ensure policies are handled accurately and efficiently.
Throughout my career, I have worked with multiple agency management systems and CRMs, including AMS360, -----------ntum AMS, Hawksoft, EzLynx and ETC. I also have experience communicating with insurance carriers, following up on underwriting requirements, preparing insurance quotes, and assisting clients with policy questions.
My strengths include:
Personal Lines quoting and servicing
Commercial Lines support
Certificates of Insurance (COIs) & Evidence of Insurance (EOIs)
Endorsements and policy changes
Renewals and remarketing
Customer service by phone and email
CRM and agency management systems
Accurate documentation and data management
I take pride in being dependable, detail-oriented, and proactive. While I may not consider interviews my strongest skill, I consistently prove my value through the quality of my work, efficiency, and ability to learn agency workflows quickly.
