Clyde
Insurance Virtual Assistant / Insurance Admin / Data Entry
Verified
With Timeproof
Overview
Looking for full-time work (8 hours/day)
at $5.00/hour ($880.00/month)
Associates degree
Last Active
February 5th, 2025 (2 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
Customer Support » Email Support
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.
Customer Support » Insurance » Home Insurance
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.
Office and Administration » Data Entry
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
- 34
- Gender
- Male
- Website
- Sign Up with Pro Account to View
- Address
- Magalang, Pampanga
- Tests Taken
- IQ
- Score: 100
- DISC
- Dominance: 0
- Influence: 0
- Steadiness: 0
- Compliance: 0
- English
- C1(Advanced)
- Government ID
- Sign Up with Pro Account to View
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
SEE MORE REAL RESULTS“They are definitely a valuable part of your business for all kinds of reasons.”
- Steven Rapposelli
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