Detail-oriented and highly organized Insurance Virtual Assistant, Account Manager, Marketing Support, Quoting Specialist, and Data Processing Specialist with more than 3 years of combined experience in commercial and personal lines insurance. Proficient in Applied EPIC, CSR24, Hawksoft, Salesforce (Veruna), Bridge/Dave, AMS360, EzLynx, and other management systems. Experienced in account management, policy administration, underwriting support, marketing coordination, and preparing accurate insurance quotes. Strong in client communication, carrier submissions, and end-to-end policy servicing. Recognized for streamlining workflows, improving turnaround time, enhancing customer service, and proactively addressing client needs to ensure accuracy, compliance, and efficiency.
Experience: 6 months - 1 year
Marketing Support & Quoting Specialist with more than 1 year of experience in commercial and personal lines insurance. Proficient in Salesforce (Veruna).
Experience: 2 - 5 years
With over three years of experience in Commercial Lines Insurance and four months of experience in Personal Lines Insurance.
Experience: 2 - 5 years
With over three years of experience in Commercial Lines Insurance and four months of experience in Personal Lines Insurance.
Experience: 2 - 5 years
Account Manager for Commercial and Personal Lines Insurance in the US.
Experience: 6 months - 1 year
Account Manager and Underwriting Support for Commercial and Personal Lines Insurance in the US.
Experience: 2 - 5 years
Commercial Lines Account Manager specializing in Trucking Insurance accounts across all U.S. states.
“For years, I maxed out my hours, got burnt out, and the quality of my work would start to go down. I decided to take the leap, hire correctly, and now it frees up my time to focus on growing the business.”
Tyler Gies
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