With over 2 years of deep expertise in comprehensive policy servicing, I specialize in meticulous policy checking and endorsement processing for both commercial and personal lines of insurance.
I am highly proficient in utilizing Applied Epic as a primary Insurance Management System to maintain flawless client records and manage daily servicing workflows. Additionally, I am skilled in using the Coupa (Vision) tool to perform precise, high-level policy audits and compliance checks for top-tier, well-known insurance giants, including: Selective Insurance, Progressive Corporation, The Hartford, Berkshire Hathaway, State Farm, Liberty Mutual Group, Travelers, Chubb (and many more).
My strong familiarity with these major carriers allows me to quickly navigate specific guidelines, identify coverage discrepancies, and process endorsements with exceptional speed and accuracy.