Hire Me! Personal Lines Insurance VA

Overview

Looking for gig work

at $5.00/hour

Associates degree

Last Active

May 28th, 2024 (2 days ago)

Member Since

June 27th, 2020

Profile Description

Hello, I'm Upgrade to see actual info, an Organized and efficient Virtual Assistant with eight years of experience in data analyst, lead generation, and research. Multi-talented in smoothly handling office administration support tasks. Insurance VA Experienced in Personal Lines Insurance.

CRM Used.
* BINDHQ
* EZLYNX

Carriers: 
National General
Kingstone
Progressive Insurance
Safeco
Homeowners of America
American Risk Insurance
Narragansett Insurance
Allstate Insurance
Sagesure
Swyft
Hippo
Go 
Diaryland
UPC Insurance

A. APPLICATIONS

- Filling out Application forms

- Enter account details in our CRM (Agency Management System)

B. QUOTING | Remarket

- Quote with direct Insurance carriers
- Submit accounts to agencies for quotes
- Sending the quote proposals to your insureds


D. POLICY ISSUANCE

- Send policies to insureds
- File policy info in our CRM and attach documents


E. SERVICING

- Endorsements,- Cancellations,- Reinstatements,- Invoices,- Payments,- Certificates,-
 - Track Monthly Renewals