CORE COMPETENCIES
Policy Servicing • Renewals • Client Communication • Quoting Support • Carrier Coordination • Endorsements • Certificates of Insurance (COIs) • Claims Processing • Policy Changes • Coverage Reviews • Underwriting Support • New Business Support • Customer Retention • Account Management • CRM Management
INSURANCE KNOWLEDGE, PLATFORMS & RATING TOOLS
Auto Insurance • Homeowners Insurance • Personal Lines Insurance • Commercial Lines Insurance • AgencyZoom • AMS360 • IMS4 • EZLynx • TurboRater • PL Rating Tools • Carrier Portals • Salesforce CRM
ADMINISTRATIVE & EXECUTIVE SUPPORT
Virtual Assistance • Executive Support • General Administration • Email Management • Calendar Management • Travel Coordination • Scheduling • Document Management
DIGITAL MARKETING & CONTENT CREATION
Social Media Management • Content Creation • Video Content Creation • Graphic Design • Canva Pro
TECHNICAL SKILLS & COLLABORATION TOOLS
Google Workspace • Google Calendar • Calendly • Outlook • Microsoft 365 • Slack • Avaya • ClickUp • Zendesk • Omnichannel • Jira • Skype • Google Meet • Zoom • RingCentral • Snapchat
TRAVEL & RESERVATION SYSTEMS
Amadeus • Galileo • Sabre (GDS)
Verified
