Results-driven Insurance Virtual Assistant | Streamlining Policies, Quotes & Client Communications
Highly organized professional with a proven track record in supporting insurance agents with commercial, personal, and surplus lines transactions. Expert in processing accurate quotes via PL Rater and carrier websites, managing policy updates, renewals, and cancellations, and maintaining comprehensive insurance databases. Skilled at preparing and organizing key documents such as quotes, invoices, and coverage summaries. Strong communicator with experience handling both inbound and outbound client interactions, dedicated to delivering exceptional service and optimizing insurance operations for efficiency and accuracy.
