As a dedicated Insurance Customer Service Representative, I bring a wealth of experience in managing insurance processes and providing exceptional client support. My expertise lies in both commercial and personal insurance, with a strong focus on leveraging insurance management software (AMS) and Google Workspace to ensure efficiency and accuracy.
Key expertise:
•AMS Management: Handling premium audits, payments, billing updates, and endorsements.
•eSignature Solutions: Managing documentation with HelloSign for smooth transactions.
•Insurance Knowledge: Proficient in commercial and personal policies (GL, Property, Workers Comp, Auto, Homeowners, Renters, Personal Auto, etc).
•Document Proficiency: Creating and processing Acord forms (125, 126, 140, 130) and Certificates of Insurance (COI/EOI).
•Detail-Oriented: Strong in document analysis, problem-solving, and maintaining accuracy.
•Client Coordination: Effective in liaising with carriers, mortgagees, and clients for updates and documentation.
•Reporting: Generating reports and handling administrative tasks.
Let’s connect to discuss how I can add value to your insurance processes!
Experience: 1 - 2 years
Experience: 2 - 5 years
Experience: 1 - 2 years
Experience: 1 - 2 years
“I have found someone who is smart, has a great work ethic and is easy to work with.”
Sara Brumfield
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