Commercial & Personal Lines Insurance VA | Servicing | CSR | P&C Quoter | Insura

I have experience providing email support to brokers and carriers in the commercial insurance industry. My responsibilities included responding to policy servicing requests, answering questions about coverage, and following up on pending documents and endorsements.

Skilled in using Applied Epic for policy management and Microsoft Workspace for documentation, communication, and task tracking.

Experienced in commercial insurance, particularly in managing service requests, processing policy updates, and handling communication with brokers and carriers.

I have strong customer support skills developed through daily interaction with brokers and carriers in commercial insurance. I ensure all inquiries are handled professionally, accurately, and with a customer-first mindset.

I have a keen eye for detail, which is essential when working with insurance policies and client records. I make sure all data entered is accurate and all communications are clear and complete.

I’ve been using Applied Epic for over two years, and it has been my primary agency management system. In Applied Epic, I regularly: Enter new policies and set up accounts Process policy renewals Create and complete endorsements and cancellations Attach emails, policy documents, and carrier correspondence Create and manage activities and follow-ups Clean up and organize accounts to keep records accurate and audit-ready Look up and verify carrier information, broker details, and client data Track policy expirations and update renewal workflows I’m very comfortable navigating accounts, policies, activities, and attachments, and I understand how important clean documentation is for both compliance and team efficiency.