I am an experienced Insurance Virtual Assistant providing administrative and support to insurance agencies handling both personal and commercial lines. I help streamline agency workflows, manage policy documentation, and support daily operations so agents can focus on growing their business and serving clients.
Insurance Support/Servicing Tasks
• Processed quoting, renewals, endorsements, cancellations, policy checking & filing claim.
• Pulling renewals and reviewing policies for accuracy
• Client email support for policy inquiries, endorsements, and follow-ups
• Preparation and sending of Certificates of Insurance (COIs) and Evidence of Property Insurance (EPIs)
• Accurate policy documentation, data entry, and client record management
• Supporting daily agency operations and client service tasks
Insurance System:
AMS360
Applied Epic
HawkSoft
Carrier Portals:
The Hartford, Auto-Owners, Nationwide, Cincinnati, Travelers, National General, Safeco, Progressive, Liberty, Frontline, Central, CNA and others.
Tools & Software:
DocuSign • Adobe Acrobat • PDF Filler
Google Workspace • Outlook • Microsoft Office
Monday • Asana • Notion • Trello • Slack
VBOUT • Mailchimp • Canva
Availability
Available 20–40 hours per week (Monday–Friday)
I am detail-oriented, organized, and committed to helping insurance agencies stay efficient while providing excellent service to their clients.
