I am an experienced insurance professional with a strong background in Personal Lines Insurance, specializing in quoting Homeowners, Condo, Renters, and Mobile Home policies. My expertise lies in delivering competitive and accurate quotes tailored to clients’ needs, utilizing quoting platforms such as QuoteRush and Applied Rater to ensure efficiency and precision.
I have solid working knowledge of insurance CRMs, particularly InsuredMine and EZLynx, which I use to manage client data, track communications, and maintain policy records. I also read and interpret basic Wind Mitigation and 4-Point Inspection reports to help match clients with the most appropriate carriers and ensure underwriting requirements are met.
My role also includes handling carrier communications, such as making carrier calls, processing payments, and performing payment verification to ensure policies are active and up to date. Additionally, I complete ACORD forms for both personal and commercial lines, ensuring all documentation is accurate for submissions and renewals.
With my attention to detail and strong grasp of insurance processes, I contribute to a seamless, customer-centered insurance experience from quote to policy issuance.
