Clyde

Insurance Virtual Assistant / Insurance Admin / Data Entry

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Overview

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

at $5.00/hour ($880.00/month)

Associates degree

Last Active

November 24th, 2024 (4 days ago)

Member Since

June 13th, 2023

Profile Description

I am an experienced virtual assistant(Insurance) with a solid four years of expertise in the insurance industry. My areas of specialization include quoting, policy changes, cancellations, and Certificates of Insurance (COI). Additionally, I am skilled in handling various administrative tasks, such as creating customized invoice forms, DL123 forms, and Cancellation Request forms.
My proficiency extends to working with multiple insurance carriers, allowing me to navigate their systems and obtain e-signatures efficiently. Furthermore, I am well-versed in retrieving Declaration pages from different carriers, ensuring accurate and up-to-date information for clients, CRM/Insurance tools that I used are Imageright, EZlynx and NowCerts

Top Skills

Experience: 2 - 5 years

As an email support representative, my role involves providing assistance and resolving customer and client issues through written communication. I interact with customers and clients primarily via email to address their concerns, answer their questions, and ensure their satisfaction.

Experience: 2 - 5 years

My responsibilities were to provide quotations, cancellations, Policy changes or endorsements, and e-signatures for Commercial Lines and Personal Lines with different insurance carriers.

Experience: 2 - 5 years

Quoting in Different Insurance Carriers: I was responsible for obtaining insurance quotes from various insurance companies or carriers. Reviewing and Sending Inspection Results: I reviewed inspection results and sent them back to the underwriter for further action. Cancellation in Carriers: I handled the cancellation process in insurance carriers when required. Sending Cancellation Notices: I prepared and sent cancellation notices to notify customers/insured individuals about premium dues.

Other Skills

Basic Information

Age
33
Gender
Male
Website
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Address
Magalang, Pampanga
Tests Taken
IQ
Score:  100
DISC
Dominance: 0
Influence: 0
Steadiness: 0
Compliance: 0
English
C1(Advanced)
Government ID
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