I help with pretty much any insurance-related task—whether it's Personal or Commercial Lines. Here's where I'm experienced:
Insurance Tasks I Handle:
•Quoting and creating quote proposals
•Policy checking
•Claims data entry
•COI & EOI preparation
•Endorsements and policy changes
•Mortgagee updates
Tools & Systems I’ve Worked With:
•Applied Epic, TAM
•AMS360 (basic knowledge)
•Hawksoft
•EzLynx
•Salesforce, Zywave / Brokerage Builder
•Employee Navigator, Ease
•Microsoft Office (Word, Excel, PowerPoint)
•Outlook, MS Teams, Google Chat, Slack
Other tools:
•Cisco
•MicroSIP
•RingCentral
I always prioritize client satisfaction and building genuine trust with customers.
Career Goal:
•To grow professionally and personally by working hard, staying committed, and helping the team and company succeed.
Top Skills:
• Assistant Manager – Health Insurance
•Virtual/Administrative Assistance
•Customer Service
•Taking Inbound and Outbound Calls
