A+ Insurance Account Manager | Personal & Commercial Lines

Overview

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

at $6.60/hour ($1,161.60/month)

Post-graduate degree (Masters, Doctorate, etc.)

Last Active

December 23rd, 2024 (today)

Member Since

February 18th, 2023

Profile Description

 4-Year-All-Around Insurance Virtual Assistant
Seamless Quoting Solutions for Commercial and Personal Lines 
Efficient Administrative Support

Here are the things you can offload to me

Policy Management and Review
Wanna chat about streamlining your insurance agency's policy servicing and administration? Let's dive into optimizing your operations and elevating client experiences with top-notch assistance for a seamless operation that delivers exceptional service and happy clients at every step!

Here are the responsibilities I can manage for you 
• Sending policy documents to insureds• Cancellation of Policy• Creating Policy• Sending Policy• Endorsement• Creating COIs• Running MVR• Processing policy changes and endorsements• Issuing Certificates/Evidence of Insurance

Quotes Application and Submission
Mastery in managing insurance quotes and submissions? That's where I shine. As the orchestrator of applications, I bring adept coordination, timely follow-ups, and seamless submissions. The outcome? Reduced errors, heightened efficiency, and impressed clients.

Extensive experience in the following
• Creating ACORD Forms• Preparing Supplemental Applications• Requesting Loss Runs• Rating / Quoting• Direct Carrier Quoting

Direct experience quoting for the following
• Progressive Insurance• Travelers• Allstate Insurance• Mercury Insurance• Liberty Mutual (Safeco)• Nationwide Insurance• Wellington• Appalachians• Tower Hill• Sagesure• Lemonade• Steadily Insurance•  TPC• American Modern• American Risk Insurance•  Guard Berkshire Hathaway and much more!

Administrative Support
Are you feeling overwhelmed by a heap of administrative duties? Let me be your trusted support! Whether managing CRM databases, meticulously organizing data, or gathering additional information for clients, I have the expertise and resources to ease your burden and ensure seamless operations. Let's collaborate and conquer those tasks together!

Proficient with the following tools & CRMs 
Agency Management Systems (AMS):• AMS360• Nowcerts• EZlynx

Project Management and Collaboration:• 
Asana• Trello• Honeybooks• Front• Slack• Microsoft Teams

Customer Relationship Management (CRM):• Salesforce• Microsoft 365 (Includes Dynamics 365)• Dappr

Document Management and Design:• Google Workspace (Google Sheets, Google Docs, Google Slides, Google Forms)• Microsoft Office Suite (Excel, Word, PowerPoint)• Canva (Designing marketing materials)

Communication Tools• Lightspeed Voice• Vonage• Google Voice• 3cx

Sounds like what you need?
Send me message

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