Hi, I’m Exequiel — an experienced Insurance Virtual Assistant with a strong background in underwriting support, customer service, and policy servicing.
I help insurance agencies and brokers manage daily operations efficiently by handling quoting, endorsements, renewals, and client communication with accuracy and speed.
Here’s what I can do for you:
Insurance quoting (commercial & personal lines)
Policy servicing (endorsements, cancellations, reinstatements, renewals)
ACORD forms and application processing
Certificates of Insurance (COI) creation
CRM management and documentation
Billing support, invoicing, and payment follow-ups
Customer support via phone, email, and chat
Tools I’ve used:
Applied Epic, EZLynx, AMS360, QQ Catalyst, Salesforce, Zendesk, Freshdesk, 8x8
I’m detail-oriented, reliable, and able to work independently with minimal supervision. I make sure tasks are done correctly the first time.
If you’re looking for someone who understands insurance workflows and can reduce your workload—I’m ready to help.
Verified
