I specialize in quoting Personal Lines insurance and have experience handling Commercial Lines policies, including Commercial Auto, Builders Risk, and General Liability. I am proficient in using EZLynx and can quote directly through multiple carrier portals.
In addition to quoting, I have experience communicating with clients regarding policy servicing, coordinating with underwriting teams, and working with claims adjusters to address policy-related concerns. I am also capable of making outbound calls to set appointments and follow up on leads.
My administrative experience includes generating Certificates of Insurance (COIs), assisting with policy issuance, processing payments, and ensuring accurate policy documentation. I am detail-oriented, customer-focused, and able to manage multiple tasks efficiently while maintaining excellent service standards.