Insurance Virtual Assistant | Broker Support | Policy Processing Specialist
I’m an experienced Insurance Assistant Broker and Data Processing Specialist with a strong background in supporting brokers, account managers, and underwriters in fast-paced environments.
I specialize in:
• Policy processing, endorsements, and renewals
• Certificates of Insurance (COI) creation and updates
• Quoting assistance and underwriting coordination
• Data management, CRM updates, and document handling
• Email communication with clients, brokers, and insurance carriers
I’ve worked directly with insurance teams to ensure accurate policy handling, timely renewals, and smooth client servicing. I am detail-oriented, highly organized, and comfortable handling multiple accounts at once.
Tools & Skills:
• Microsoft Office (Excel, Outlook, Word)
• CRM systems / Insurance platforms
• Strong written and verbal communication
• Fast learner and process-driven
I am looking for long-term opportunities where I can support your business, reduce your workload, and help deliver excellent service to your clients.
