I am a dedicated Insurance Virtual Assistant with experience supporting P&C insurance professionals in the U.S. I specialize in handling insurance-related administrative tasks for brokers and agencies, ensuring smooth and efficient operations.
Skills and Expertise:
-Processing ACORD Forms, COIs, and Binders – Experienced in accurately managing and issuing certificates and forms.
-Policy Management – Skilled in setting up, renewing, and updating policies efficiently.
-Billing and Endorsements – Handling billing, processing endorsements, and maintaining organized records.
-Client Communication – Providing timely responses to client inquiries and ensuring smooth coordination.
-Data Organization – Maintaining accurate client data and policy details.
Proficient in Industry-Standard Platforms: AMS
AgentZoom ,Applied Epic, NowCerts - Managing client data and workflows. Issuing COIs and processing policies efficiently and tracking and managing client and policy information.
If you need a skilled and dependable partner to manage your COIs and insurance data, I'm here to help. Let’s work together to make your insurance processes smooth, compliant, and client-focused!
Experience: 1 - 2 years
Proficient in Industry-Standard Platforms: AMS AgentZoom ,Applied Epic, NowCerts - Managing client data and workflows. Issuing COIs and processing policies efficiently and tracking and managing client and policy information.
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