I appreciate you looking at my profile!
Are you on the lookout for a Commercial Insurance VA or CSR?
Look no further!
What I Can Offer:
- Underwriting/Servicing Team Support
- Back Office Support
- CSR/VA
- Data Entry
- 7+ years of experience as Insurance Agency/Broker Support
Insurance Skills and Experience: Commercial/Personal Lines
- Policy Servicing:
- New Submission/Application
- Renewal
- SOV
- Supplemental
- Proposal
- Invoicing
- Endorsement
- Certificate of Insurance (COI, EOP, Binder)
- Acord Forms (125, 126, 140, 131, 130, 80, 25, 27, 28)
- Loss Runs
- Auto ID Card
- Cancellation
- Reinstatement
- Document Management
- Policy Holder Communication
Insurance Policies:
- Commercial Package
- General Liability
- Property
- Umbrella/Excess
- Worker's Compensation
- Auto
CRM Tools:
- Applied Epic
- Hawksoft
- PandaDoc
- DocuSign
- ZOHO
- MS Office
Insurance Carriers:
- AmTrust
- Travelers
- The Hartford
- Guard
- Wright Flood
- Access General
- Attune
- Brownstone Agency, Inc
- Core Programs/Swyfft
- Jimcor Agencies
- JLNY Group, LLC
Communication Platforms:
- Teams
- Skype
- WhatsApp
- 8x8
- ConnectOne UC
If my skills are fit, don't hesitate to message me!
I look forward to hearing from you!
