Hello!
I'm a dedicated and detail-oriented Virtual Assistant with almost 5 years of experience in the insurance industry as a Customer Service Representative. I specialize in policy issuance and servicing, as well as offering administrative support to help businesses run more efficiently.
Insurance Services I Offer:
Policy Issuance & Servicing
- Creating and Sending Policy Documents
- Policy Cancellation Processing
- Policy Endorsements & Changes
- Issuing Certificates of Insurance (COIs) / Evidence of Insurance
- 90-Day / 60-Day / 30-Day Renewal Notices
- Inspection Follow-ups and Recommendations
- Client and Carrier Communication
- Processing Notices of Cancellation (NOC) and Reinstatements
- Managing Personal and Commercial Lines
- Handling LPR, BOR, and Change Request Forms
- Basic Quoting & Remarketing
- Requesting Loss Runs and Underwriting Requirements
- Following up on Payments and Providing Receipts
- Renewal Preparation & Dec Page Updates
- Monitoring Open Tickets and Pending Tasks
- Tracking Endorsement Statuses and Carrier Confirmations
Virtual Assistant Services I Can Provide:
- Email & Calendar Management
- Appointment Setting
- CRM Management
- Data Entry & Document Organization
- Online Research
- Task and Project Tracking
- Customer Service Support (Email & Chat)
- Inbound & Outbound Call
Software & Tools I Use:
- Google Workspace
- Microsoft Office
- EZLynx
- Freshdesk
- Slack, Zoom, Skype, Microsoft Teams
- Canva
- Trello, ClickUp, Asana
- Calendly
- Dropbox, OneDrive
Software & Tools I Have Knowledge Of:
- HubSpot CRM
- Zoho CRM
- Pipedrive
- Notion
- Loom
- Hootsuite / Buffer
- Airtable
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If you're looking for someone to help manage your insurance operations or need a multitasking virtual assistant who can adapt quickly, I'm confident I can bring value to your team.
Let's work together!
