Expert Commercial & Personal Insurance VA | Data Entry | Underwriter
Are you an insurance agency, broker, or MGA looking for reliable back-office and underwriting support? With more than 10 years of experience in the insurance industry, including over 3 years as a Virtual Assistant and Underwriter, I provide fast, accurate, and dependable insurance support so you can focus on growing your business.
What I Can Do for You
- Quoting for Commercial and Personal Lines of Business
- COI Creation and ACORD Forms
- Policy Binding and Endorsements
- Renewal
- Invoices and Document Processing
- Loss Run Requests and Authorizations
- Insurance Lines of Business
- Commercial Insurance: Workers Comp, Builder’s Risk, General Liability, Commercial Auto, HOA, Excess, Umbrella, and more
- Trucking Insurance: Motor Truck Cargo, Physical Damage, Trailer Interchange, Non-Trucking Liability
- Personal Lines Insurance
- Life and Health Insurance
Agency Management Systems
- AMS360, Applied Epic, QQ Catalyst, Indio, Quomation
Insurance Carriers
- Progressive, Travelers, Philadelphia Insurance, Liberty Mutual, State Compensation Fund, Republic Indemnity, Atlas, ICW, Employers, BTIS, ClearSpring, AmTrust, Omaha, Pie, Berkleynet, Berkshire Guard, Shield, Zenith, Arrowhead, Markel, Compwest, GAIG, Hartford, Method, Paragon, National General, Hartford, and others.
Document and
- AdobeSign, DocuSign, Microsoft Office, Google Suite, Outlook, Gmail
Communication Tools
- Teams, Slack,
Why Work With Me
I combine deep insurance knowledge with strong organizational and technical skills. Whether it’s quoting, endorsements, loss runs, or policy servicing, I ensure accuracy, timeliness, and compliance in every task.
I can help streamline your workflow, reduce bottlenecks, and support your agency’s growth. if my skills align with your needs, I would be happy to discuss how I can support your business.
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
“It definitely helped transform my business and take a significant load off for me.”
Samori Coles
SEE MORE REAL RESULTS“The more I stepped away from it, the more successful our Chanel became!”
- Jim Orr
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