Experienced Insurance Agency VA| Personal Line Insurance|CSR

Overview

Looking for full-time work (8 hours/day)

at $4.00/hour ($704.00/month)

Bachelors degree

Last Active

November 2nd, 2024 (22 days ago)

Member Since

June 21st, 2021

Profile Description

Needing some virtual assistance for your insurance business?
The expertise you need is right here. Here’s what I can offer: 
• Top-Tier Customer Service/Support
• General Endorsements
• Generating Accords/LPR Form
• Creating Leads/Referrals
• Quoting for Personal Line Insurance
• Underwriting Outbounds
• Back Office Tasks
• Mortgagee Updates
• Billing & Refund

With nearly 5 years of experience in customer service, including 2 years in the insurance industry, I have honed my skills and gained valuable expertise. I am fully equipped to provide the support and solutions you need.

? Line of Business: ?
• Personal Line Insurance Support
• Billing and Refund
• Agency Support
• Underwriting Outbound
Quoting/Builders Agency

• Personal Line Insurance: ????
• Homeowners Insurance
• Auto Insurance
• Flood Insurance
• Renters Insurance
• Condo Type Insurance
• Property Builder Insurance
• Earthquake Insurance
• Umbrella Insurance/Personal Liability Insurance
• Mobile-Home Insurance
• Vacant Home Insurance
• Hurricane Insurance

? Agency Management System: ?
• AMS360
• SalesForce
• Gator

? Insurance Carriers: ?
• Aegis Insurance
• American Integrity Insurance
• American Modern
• Annex
• AON Edge
• Arrowhead
• ASI (American Strategic Insurance)
• Bamboo Insurance
• Bigfoot
• Bristol West
• CA Fair Plan
• CHUBB
• Clearcover
• Collectibles
• Delos / Homesite Insurance
• Foremost
• Geovera
• Hippo Insurance
• Hippo Flood
• HOAIC (Homeowners of America Insurance Company)
• Jeweler's Mutual
• Kemper
• Millennial
• Nationwide
• National General
• Neptune
• Openly
• Palomar
• Pacific Specialty
• Plymouth Rock
• Progressive
• Personal Umbrella Insurance
• QBE
• QUBIE
• RLI
• Safeco
• Security First
• Sola
• Steadily
• Sterling
• Stillwater
• Towerhill
• TX Fair Plan
• Universal North America
• Universal Property and Casualty
• Vacant Express
• Wright Flood Insurance

? Collaboration Tools: ?
• Microsoft Teams
• Slack
• ZOHO Cliq
• Zoom
• WhatsApp
• Amazon Connect

? Processing: ?
• Microsoft Office
• Google Suite Email Management:
• Outlook
• Gmail
• Docusign
• Adobesign

? Applications & Submissions: ?
• Generating Statement of NO LOSS Document
• Creating ACCORD Forms
• Generating Borrowers Authorization Form
• Quoting Property Builders
• Creating of Claims History/Clue Report

? Servicing: ?
• Processing Endorsements
• Sending Policy Documents to Insureds
• Cancellation of Policy
• Creating Leads for Potential Customers
• Mortgagee Updates
• Processing Payments
• Billing and Refunds

? Underwriting Outbounds for Renewals ?
• 90-Day, 60-Day, and 30-Day Renewal Email Notifications
• Issuing EOIs
• Backdate Cancellations

If my expertise aligns with what you’re looking for, feel free to reach out. I’m excited about the opportunity to contribute and be a part of your team. Let’s connect soon! 

Best Regards,
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Your Dedicated Insurance Specialist