Do you need help with time-consuming tasks and back-end processes of insurance servicing processes? Well, it's time to delegate yours and focus on getting more business or spending quality time with your family, because I got you!
With more than a decade of expertise in customer service and virtual assistance work from different industries such as financial institutions, call centers, insurance companies, and recruitment firms I am fully confident to provide excellent and efficient service to clients who need help with their daily tasks, customer relations, scheduling, and clerical work. By dedicating my time, perfecting my craft, and being passionate about work, I can give time and freedom to my clients and spend it with their families and loved ones.
INSURANCE SERVICING
Application
Binding
Policy Issuance
Renewals
Cancellation
Endorsement
Claims/Audits
Task organizing/workflow implementation
Policy documentation
Agency Management System used:
EzLynx
Hawksoft
Applied Epic
Carriers Used:
Progressive
Travelers
Chubb
Safeco
State Auto
Metlife
Berkshire Hathaway Guard
Allstate
Nationwide
American Modern
Foremost
Document Processing:
AdobeSign
DocuSign
Microsoft Office
Google Suite
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Outlook
Gmail
Messaging & Communication:
Teams<8efe80624d780eba0c6493ec45140364
RingCentral
Slack
Zoom
I am flexible, hardworking, a team player, have attention to detail, willing to be trained, and a fast learner. I am certain to bring growth and success to my clients by giving the best service and providing them all with my positivity, good traits, and excellent work ethic.
On the side, I also have a social media management and content creation background for my side job selling authentic niche and designer perfumes assisting in all forms including graphic design, photography, engagement, and customer service.
“The more I stepped away from it, the more successful our Chanel became!”
- Jim Orr
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