Insurance Virtual Assistant and Customer Service

Overview

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

at $6.00/hour ($1,056.00/month)

Not Specified

Last Active

October 9th, 2024 (37 days ago)

Member Since

September 10th, 2022

Profile Description

Thank you for checking out my profile!

Need a hand with your Insurance Agency Operations? I would love to help you by leveraging my expertise in Insurance admin tasks, including quoting, processing policy changes and endorsements, and customer service. My goal is to simplify your sales pipeline and admin tasks so you can run your business efficiently.

My Services include the following:

1. Quoting- Spearheaded an Insurance Agency's productivity by providing administrative assistance to support the sales team, including creating proposals for Sales Agent presentations, sending quote proposals to insureds, and quoting directly from insurance carriers.

2. Policy Management- Oversaw billing, payments, and notice of cancellation, ensuring to avoid any lapses with the insured's policies, resulting in policy retention and customer satisfaction.

3. Client Communication
- Email and SMS Management 
- Handle inbound/outbound calls.

4. Service Process
- Policy/Account Changes: Cancellation, increase/decrease coverage on policies, update customer information, etc.
- Send EOI, COI, and Auto ID cards to Insureds.
- Manage E-Signature, Docusign, and FAX documents.

5. Data Entry, Migration & Research
- Conducted research on applicants' driving history and property details to determine clients' eligibility, minimizing potential losses and protecting the company's financial interest.
- Manage existing business records and transfer customer data, policy information, and documents to Ezlynx, increasing company automation and improving its efficiency.
- Strategically input and record customer data on the Agency's CRM system. 
- Filling out Quote application Acord forms.

Proficient in utilizing various CRM’s:

- Ezlynx
- Salesforce
- APEX
- Guidewire Policy Center
- Meister Task
- Notion
- Google Workspace
- Microsoft 365 Workspace
- Zendesk
- Slack
- Openphone, Avaya, and 8X8

Carriers I used:
- Farmers, Foremost, Hudson, RLI, California Fair Plan, California Earthquake, Hiscox, Geovera, Bamboo, Appalachians Underwriters Inc.


Highlights of my experiences:
1. Senior Customer Service, BPO under T-Mobile Account (Billing/Technical/Order Processing) 
2. Email Support, IPSY (Subscription Service) 
3. Virtual Assistant and Customer Support, Carla Ramirez Insurance Agency (Farmers Agent In Farmers Insurance)

I am a quick learner and willing to learn new skills. When learning something new, I try to take in all there is to learn about that program. I will reach out with questions, and I will also do self-research to understand better how a program works and ways to be more efficient with my services.