3 years of experience in Personal and Casualty Insurance in US
Home | Auto | Umbrella | Condo | Landlord
Quoting New Business and remarketing existing insurance policies
Policy endorsements and servicing such as:
Add/Remove - driver or vehicles
Add/Remove - mortgage or lienholders
Generating ID Cards, Binder, LPR and COI's
Outbound calls if needed with:
mortgage and leasing company
underwriter for quote approval
insurance company for policy changes and policy question related
Outlook
Spreadsheet/Excell
Ezlynx
AMS 360 & Applied
Ring Central
Microsoft Teams
8x8
COMMUNICATION IS VERY IMPORTANT TO ME!
