As an "Insurance Agency Assistant and Underwriting Assistant". I provide exceptional quality support in a professional and customer-friendly environment. I am dedicated to fostering strong relationships with clients, built on trust and credible, while ensuring their needs are met with the utmost care and efficiency."
I handle different lines of business, including Commercial Auto, General Liability, Worker's Compensation, Umbrella, Commercial Property, Inland Marin, Commercial Property, Inland Marine and I am proficient in administrative tasks. I have collaborated with numerous professionals within the insurance industry.
These experiences have helped shape me into a reliable, self-sufficient worker with strong interpersonal skills. I am adaptable, a strategic thinker, versatile, resilient, and always open to learning new things
Following skills and experiences:
*Sending cancellation reminders to the insured.
*Call carriers to verify whether they have received a payment for the cancellation notice due to non-payment and renewals.
*Processing policy and endorsement checks.
*Pulling loss runs through carrier websites.
*Attaching documents using Applied TAM.
*Making outbound calls as assigned by clients.
*Pulling documents from carrier websites, such as renewal policies, audits, notices of cancellation (NOC), declarations pages (DEC), endorsements, and workers' compensation documents.
*Processing payments and updating policies. *Conducting policy checks. *Being knowledgeable about Applied Epic.
*Having expertise in navigating various insurance carrier websites.
Management tools:
*Applied Epic
*Applied TAM
*Salesforce
*Google Docs*Google Sheets
*Outlook
*AIM
*Topa*SeaView
*DocuSign
