Diane
Insurance Virtual Assistant | Insurance Quoting & Renewal Specialist
Verified
With Timeproof
Overview
Looking for full-time work (8 hours/day)
at $7.57/hour ($1,454.56/month)
Bachelors degree
Last Active
June 15th, 2026 (14 days ago)
Member Since
June 8th, 2024
Profile Description
Insurance Skills (Commercial Lines):
Commercial Insurance, Policy Servicing, Insurance Renewals, Insurance Submissions, Quoting Support, Endorsements, Cancellations, Risk Review Support, Underwriting Support
Agency Management System:
Applied EPIC (Advanced), Insurance CRM Navigation, Client Data Management, Policy Documentation Management
Documentation & Forms:
COI (Certificates of Insurance), ACORD Forms, Insurance Applications, Loss Runs Requests, Policy Checking, Compliance Documentation
Carrier & Client Support:
Carrier Communication, Insurance Follow-ups, Client Coordination,
General Skills:
Attention to Detail, Data Entry Accuracy, Time Management, Fast Learner, Multi-tasking, Administrative Support, Remote Work Experience
Top Skills
Customer Support » Insurance
Experience: 1 - 2 years
Quote renewal and new business accounts across multiple carriers Follow up on renewal terms and requirements Process and manage client and carrier documents using EPIC Assist the CEO with commercial insurance quoting Review policies for accuracy and process endorsements Prepare and deliver policies, COIs, audit reports, and cancellations Support new business onboarding via Zywave and CSR24 portals
Design » Graphic Design » Canva
Experience: 2 - 5 years
Proficient in Canva with experience designing posters and marketing visuals.
Customer Support » Insurance » Applied Epic
Experience: 2 - 5 years
2 years of experience using Applied EPIC for Commercial Lines policy servicing, renewals, endorsements, client record management, and insurance documentation.
Other Skills
Coaching » Training and Development
Experience: 5 - 10 years
Insurance-trained professional with strong knowledge of industry processes, terminology, and underwriting guidelines, with a high attention to detail.
Basic Information
- Age
- 28
- Gender
- Female
- Website
- Sign Up with Pro Account to View
- Address
- Cagayan de Oro City, Misamis Oriental
- Tests Taken
- English
- C2(Advanced/Mastery)
- Government ID
- Sign Up with Pro Account to View
“My Filipino specialist who is absolutely amazing..go get your OFS today!”
Eden Einav
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