Insurance Virtual Assistance | Client Acquisition & Policy Support Specialist
I specialize in supporting insurance agencies with auto and homeowners quoting, policy servicing, folloe-ups, and upselling. I also have knwoledge of commericial policies and assist with related quotes and servicing tasks when needed. I work confidently with EZLynx CRM, have knowledge of AMS360, and regularly navigate carrier websites to process quotes, endorsements, and policy with accuracy and efficiency.
In my insurance experience, I handle client communication through chat, email, inbound, and outbound calls as needed. I assist prospects with quotes, answer coverage questions, follow up on pending policies, re-engage previous leads, and help convert opportunities into active clients through consistent and professional communication.
With my background in BPO as a Customer Service, Technical Support, and Sales Representative, I bring strong cmmunication skills, problem-solving ability, and a results-driven mindset. I work independently, stay detail-oriented, and focus on helping agencies grow while maintaining excellent client service.
