Insurance Virtual Assistant with a strong focus on Personal and Commercial Lines operations. Experienced in supporting agencies with quoting, binding, renewals, and policy servicing while maintaining accuracy and efficiency across workflows.
Brings a solid foundation in underwriting coordination, client communication, and administrative support. Adept at navigating agency management systems and carrier platforms to ensure timely processing and consistent service delivery.
Core Competencies
Insurance Operations Support
• Manage personal and commercial lines quoting, binding, and renewals
• Coordinate with underwriters on new business and renewal submissions
• Process endorsements, audits, and policy updates with accuracy
• Maintain policy records and ensure compliance with carrier requirements
Client and Administrative Support
• Handle client communication through email with professionalism and timeliness
• Monitor and follow up on submissions, quotes, and renewals
• Support internal teams by managing inboxes and ongoing service requests
• Organize documentation and maintain structured workflows
Agency Management Systems
EZLynx, BindHQ, Applied Epic
CRM and Productivity Tools
HubSpot, Microsoft Office, Scribe, PolicyFlow
Personal Lines
(Auto, Motorcyce, Trailers, Home, Landlord, Renters, Condo)
Progressive, Safeco, Allstate, Foremost, National General, National General 360, Bristol West, GEICO, Mercury, Lemonade, Personal Umbrella, Hagerty
Commercial Lines
(General Liabiity, Property, Workers Compensation, Inland Marine, Malpractice, Pollution and Professional, Umbrella, etc)
Travelers, Liberty Mutual, The Hartford, Markel, AmTrust, Guard, Great American, Colony, and others
Delivers reliable back-end support that enables agencies to improve turnaround times, maintain accuracy, and enhance client service. Focused on operational consistency, clear communication, and supporting business growth through efficient execution.
Open to supporting agencies that require dependable and detail-oriented insurance operations assistance. Available to contribute to both ongoing service work and new business processing.
Let’s connect and discuss how I can help your agency save time, improve efficiency, and deliver top-notch client service!
