A dedicated freelancer with experience in the Australian insurance industry, primarily in administrative support roles, with occasional involvement in select types of insurance as an agent. My work focuses on Personal and Commercial Insurance, including Auto, Home, Liability, Professional Indemnity, Business Insurance and etc.
I specialize in behind-the-scenes support—handling policy processing, data management, client communications via email, and assisting with renewals, endorsements, and quoting. While I don't handle direct calls or face-to-face interactions, I ensure every email is professional, accurate, and aligned with client needs. My goal is to simplify the insurance process by providing reliable, efficient, and detail-oriented support that helps clients stay protected and compliant.
Services I Provide:• Insurance Quotes & Policy Binding• Client Data & Account Management• Loss Control & Risk Assessment• Policy Renewals & Endorsements• Billing & Payment Support• Policy Cancellations• Agent Support
Tools & Software I Use:• Insight, Karbon, Steadfast, ATC, and etc. (for quoting & submissions)• Slack, Zoom & Microsoft Teams (for communication)• -----------, Google Sheets, Microsoft OneDrive (for data storage & sharing)• PDF Editor, Pandadoc (for forms and sign)• Microsoft Office Suite (Outlook, Excel, Docs)