I have extensive experience in insurance so I would like to continue doing this work in this platform.
I can quote general liability on carrier websites like Commodore, CBIC, and BTIS. For business auto, I can quote on Kemper and Progressive. For submissions with ACORDs, I can do renewals on general liability, worker's comp, business auto, inland marine and I'm willing to learn other kinds of line of business too. My main expertise are with contractors so that's where I'm most familiar with but again, I can be trained to learn other niches and industries too.
Certificates is another field I can get into, I can check for compliances. I've worked with vendors and with many cities in California and their requirements for being compliant for city projects.
If you think my skills are useful for you and is willing to take in someone with experience. Hit me up!
Experience: 1 - 2 years
Supporting Insured's via email for 2 years in whatever servicing needs they may need. Whether it be a policy inquiry, policy change requests, certificate requests, etc. I manage all interaction with policy holders, underwriting, carriers, etc., on a daily basis to assist my brokerage agency.
Experience: 1 - 2 years
Customer support via phone, email, or even text to make sure all concerns are accounted for and taken cared of.
Experience: 1 - 2 years
Full time working as an assistant to a brokerage agency in CA. Can quote using ACORDs and supplemental applications on carrier websites or emailing MGAs. Skilled in using AMS 360 as my main tool.
Experience: 1 - 2 years
2 years of experience managing data by entering customer information on our managing tool, AMS 360, where we keep all the policies and sensitive information of an Insured's profile to be used during renewals, policy shopping, etc.
Experience: 1 - 2 years
Can take calls about certificate, policy questions, etc., using a soft phone of my full time job.
“For years, I maxed out my hours, got burnt out, and the quality of my work would start to go down. I decided to take the leap, hire correctly, and now it frees up my time to focus on growing the business.”
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