I’m a dedicated Insurance Virtual Assistant with almost 7 years of experience supporting brokers and agencies in both the U.S. and Australian insurance markets. I’m ANZIIF Tier 2 certified and well-versed in handling both Personal and Commercial Lines, including policies like Auto, Homeowners, Renters, BOP, General Liability, Workers Compensation, and more.
In the U.S., I’ve worked with brokers across Florida, Texas, New Jersey, and Georgia—managing quoting, renewals, endorsements, and compliance tasks using platforms like EZLynx, AMS360, Applied Rater, and various carrier portals.
For the Australian market, I’ve supported brokers with quoting and processing for SME, Landlord, Home & Contents, and Business Pack policies—following local underwriting standards, insurer systems, and compliance guidelines. I've used SCTP, WinBeat, and Sunrise.
I’m highly organized, detail-oriented, and proactive in chasing referrals, handling documentation, updating records, and ensuring smooth communication between agents, carriers, and clients. I’m seeking long-term opportunities to help insurance agencies streamline their workflows and deliver excellent service.
Experience: 2 - 5 years
Experience: 2 - 5 years
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
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