Insurance Skills (Commercial Lines):
Commercial Insurance, Policy Servicing, Insurance Renewals, Insurance Submissions, Quoting Support, Endorsements, Cancellations, Risk Review Support, Underwriting Support
Agency Management System:
Applied EPIC (Advanced), Insurance CRM Navigation, Client Data Management, Policy Documentation Management
Documentation & Forms:
COI (Certificates of Insurance), ACORD Forms, Insurance Applications, Loss Runs Requests, Policy Checking, Compliance Documentation
Carrier & Client Support:
Carrier Communication, Insurance Follow-ups, Client Coordination, Email Support, Renewal Processing, Administrative Support
General Skills:
Attention to Detail, Data Entry Accuracy, Time Management, Fast Learner, Multi-tasking, Administrative Support, Remote Work Experience