EXPERIENCED Commercial Lines Insurance - Virtual Assistant

Overview

Looking for full-time work (8 hours/day)

at $5.60/hour ($985.60/month)

Associates degree

Last Active

May 13th, 2024 (today)

Member Since

March 19th, 2022

Profile Description

Need an EXPERIENCED VIRTUAL ASSISTANT for your Commercial Insurance Agency/Company?

Cost-Effective & Tech-Savvy
High Speed Internet & Equipment
Time Zone & Data Security

Here's what clients book me for.

Jill-of-all-trades -- providing support wherever it's needed most
- Comprehensive understanding of all different policy types of COMMERCIAL LINES INSURANCE in the U.S.
- Ability to work independently and collaboratively
- Knowledgeable of insurance terminology and/or specific lines of commercial lines insurance
- Excellent multitasking, navigation, time management and organizational skills.
- Willingness to adapt to changes in processes and undergo continuous learning.

Proficient using these CRMS:
- AMS360
- Vertafore Agency Platform
- Google Sheets, Google Docs, Excel, PowerPoint, Word
- Microsoft Outlook, Microsoft Teams, Skype, Zoom, Upgrade to see actual info, Telegram
Insurance Assistan to Agents & Broker
- Updating the insured's information
- Creating & Writing ACORD Applications
- Request Loss Runs
- Email correspondence
- Review policy renewals and implement policy changes
- Creating COIs & EPI
- Process Endorsement and Policy Changes

Insurance Carriers
- Liberty Mutual
- Progressive
- Hartford
- CNA
- Nationwide
- AmTrust
- Berkshire Guard
- Travelers Insurance

Insurance Skills & Experiences:

Commercial Lines Servicing:
- Applications (Filling out Application forms, Entering account details in our CRM (AMS 360 and Vertafore/WorkSmart/ImageRight)
- Binding (Put together binding documents, Bind quotes with direct carriers, Submit bind requests to agencies)
- Creating Proposals based on Quotes from carriers
- Policy Issuance (Send policies to insureds, File policy info in CRM, attach documents and keeping track renewals)
- Servicing and policy administration ( Endorsements, Invoices, Payments, Audits
Renewals, New Business, Adding/Deleting Drivers, Units and equipment)
- Preparing auto ID cards
- Issuing and creating Certificate of Liability Insurance and Evidence of Property Insurance.
- Quoting - Quote with direct insurance carriers, Submit accounts to agencies for quotes, Sending quote proposals to your insureds
- Client communication via emails

If my skills are fit for you, please feel free to contact me. Happy to help!