Dedicated, skilled, efficient and an A+ problem solver.
• 12+ years of customer service experience in a call center
• 2 years of appointment setter experience.
• 3+ years of virtual assistant as customer service in personal and commercial insurance agency in the US.
• Familiar with real estate insurance
What I can offer:
Customer Service:
• Answer customer inquiries via email, phone, or live chat.
• Assist clients with policy-related questions and concerns.
• Provide information about insurance products and coverage options.
Appointment Scheduling:
• Manage the calendar of agents and scheduling appointments with clients.
• Send reminders about upcoming meetings and appointments.
Data Entry and Database Management:
• Input and update client information in the agency's CRM system.
• Keep client databases accurate and up-to-date.
Policy Processing:• Assist with policy issuance and renewals.
• Prepare and send out policy documents to clients.
Claims Support:
• Assist clients in filing insurance claims.
• Gather necessary documentation for claims processing.
• Follow up on the status of claims.
Document Preparation:
• Draft correspondence, reports, and proposals.
• Create and format insurance quotes and proposals.
• Email Management:
• Sort and prioritize emails.
• Respond to routine inquiries.
• Flag important emails for immediate attention.
Administrative Support:
• Manage office tasks like filing, organizing documents, and maintaining supplies.
• Coordinate with other tea-----------mbers for administrative needs.
Research and Analysis:
• Conduct market research on insurance products and competitors.
• Analyze data to identify trends and opportunities.
Marketing Assistance:
• Manage social media accounts and scheduling posts.
• Assist with email marketing campaigns.
Billing and Payments:
• Manage client invoices and payments.
• Send payment reminders to clients.
Appointment Follow-Ups:
• Follow up with clients after appointments to gather feedback or provide additional information.
File Organization:
• Organize and maintain electronic and physical files for policies and clients.
Insurance Admin Support:
• Create Insurance Application
• Quote Commercial & Personal Insurance
• Prepare ACORD Commercial Lines and Personal Lines Forms
• Proposals based on quotes from carriers
• Prepare Certificate of Insurance(COI) or Insured proof of insurance
• Prepare documents for electronic signature
• Follow ups on Pending and Renewals
CRM/Agency Management System : AMS360, Applied Epic, EZLynx, Hawksoft, Nowcerts, QQ Catalyst, and Agency Zoom
Carriers Used: Progressive, Nationwide, Allstate, Travelers, Safeco, State Farm, Liberty Mutual, Berkshire, National Flood, Wellington, Citizens, Peoples Trust, Edison, Florida Peninsula, Safepoint, Tower Hill, Southern Oak, Foremost, Aegis, Gainsco
I can also do:
• Leads generation
• Data entry
• Cold calling
Certifications:
• Virtual Executive Assistant Course
• General Virtual Assistant Course
• Basic WordPress Course
• Social Media Management Course
• Insurance for Property Management Companies
• Intro to Property Management
• Lifecycle of a Property under Management
• Social Media Marketing for Real Estate
Looking forward to work with you! Feel free to message me and I will respond to you as soon as I can.
