Highly skilled Commercial & Personal Lines Insurance Assistant with 2+ years of experience supporting US-based brokers in both Binding Authority and Brokerage environments. Proven ability to independently manage end-to-end policy processes, including risk marketing, quoting, endorsements (with prorating), and inspections.
Experienced in working directly with underwriters, retail agents, and carriers, ensuring smooth coordination and fast turnaround. Recognized for handling broker-level responsibilities with minimal supervision.
Promoted to Data Processing Level 2 with responsibility for training new hires on endorsement processing and insurance workflows.
Experience: 2 - 5 years
Experience: 2 - 5 years
Handles accurate data entry for policy details, submissions, endorsements, and carrier documentation with strong attention to detail.
Experience: 2 - 5 years
Uses Excel for tracking policy data, quotes, endorsements, and maintaining organized insurance records.
Experience: 2 - 5 years
Uses Google Sheets for tracking quotes, submissions, endorsements, and organizing insurance data for accurate processing.
Experience: 2 - 5 years
Supports underwriting process through risk marketing, submissions, In-house quoting with different carrier raters, document preparation, and coordination with multiple carriers.
Experience: 6 months - 1 year
Promoted to Data Processing Level 2 and selected to train newly deployed employees for a U.S. insurance client. Specializes in teaching endorsements, prorating, policy preparation, and ensuring accurate processing standards.
Experience: Less than 6 months
I used applied epic for 1-2 months. I have a decent knowledge on it but I need a little bit training.
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