I am a Commercial and Personal Lines Insurance Virtual Assistant with 3 years of experience supporting U.S.-based insurance agencies. I specialize in policy servicing, quoting support, endorsements, renewals, COIs, and client communication. I have hands-on experience handling Workers Comp, General Liability, Commercial Auto, BOP, and Umbrella policies.
I’ve worked extensively with Applied Epic, AMS360, EZLynx, and AgencyZoom, QQ Catalyst, issuing 100+ COIs monthly, processing endorsements and cancellations with high accuracy, and maintaining clean, audit-ready CRM records. I am comfortable handling client phone calls, emails, and carrier communications, and I consistently provide organized, timely support to producers and account managers.