I'm a detail-oriented Insurance Virtual Assistant with 1.5 years of experience supporting a U.S. independent insurance agency, specializing in personal lines (auto, home, and flood) in the complex Florida market.
My core focus has been on renewal retention and remarket quoting. I review policy expiration reports twice weekly to catch unpaid renewals before they lapse, and prepare competitive, bindable remarket quotes using comparative raters and direct carrier portals. I'm experienced with 20+ carriers, including Citizens, Progressive, Universal, Travelers, Neptune, Wright Flood, and Slide.
What I bring to your agency:
Renewal & expiration tracking to reduce policy lapses
Remarket quoting across multiple carriers for competitive, bindable options
CRM & data management with high accuracy (AMS360)
Weekly/monthly performance reporting for agency leadership
Outbound client correspondence (renewal reminders, quote proposals) via Outlook
Tools & Systems: AMS360, EZLynx, Applied Rater (Semcat), Direct Carrier Portals, MS Office (Outlook, Excel, Word), Google Workspace
I'm quoting- and renewal-focused rather than phone-based servicing, but I'm a fast learner and open to training on additional back-office tasks — I'm always ready to adapt and take on new responsibilities wherever my client needs support.
Let's connect if you're looking for a reliable, detail-driven VA to help keep your agency's renewals and remarketing running smoothly.
