Exequiel

Insurance Virtual Assistant | Quoting, Policy Servicing, CRM, Underwriting Suppo

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Overview

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

at $6.61/hour ($1,280.00/month)

Bachelors degree

Last Active

June 3rd, 2026 (today)

Member Since

April 15th, 2023

Profile Description

Hi, I’m Exequiel — an experienced Insurance Virtual Assistant with a strong background in underwriting support, customer service, and policy servicing.

I help insurance agencies and brokers manage daily operations efficiently by handling quoting, endorsements, renewals, and client communication with accuracy and speed.

Here’s what I can do for you:
Insurance quoting (commercial & personal lines)
Policy servicing (endorsements, cancellations, reinstatements, renewals)
ACORD forms and application processing
Certificates of Insurance (COI) creation
CRM management and documentation
Billing support, invoicing, and payment follow-ups
Customer support via phone, email, and chat
Tools I’ve used:

Applied Epic, EZLynx, AMS360, QQ Catalyst, Salesforce, Zendesk, Freshdesk, 8x8

I’m detail-oriented, reliable, and able to work independently with minimal supervision. I make sure tasks are done correctly the first time.

If you’re looking for someone who understands insurance workflows and can reduce your workload—I’m ready to help.

Top Skills

Customer Support » Insurance

Experience: 2 - 5 years

Engage in Personal and Commercial lines for doing administrative support, servicing, client support, and quoting tasks.

Customer Support » Insurance » Car Insurance

Experience: 2 - 5 years

Customer Support » Insurance » Underwriting

Experience: 2 - 5 years

Other Skills

Accounting

Experience: 1 - 2 years

Customer Support » Insurance » Home Insurance

Experience: 2 - 5 years

Office and Administration » Data Capture

Experience: 5 - 10 years

Office and Administration » Email Management

Experience: 2 - 5 years

Customer Support » Insurance » Dental Insurance

Experience: Less than 6 months

Office and Administration » Calendar Management

Experience: Less than 6 months

Office and Administration » Data Entry

Experience: 2 - 5 years

Cloud Services » AWS » Storage - Elastic File System

Experience: 2 - 5 years

Customer Support » Insurance » Insurance Verification

Experience: 2 - 5 years

Basic Information

Age: 31

Gender: Male

Website: Sign Up with Pro Account to View

Address: Macabebe, Pampanga

Tests Taken: IQ
Score: 121: DISC
Dominance: 39
Influence: 23
Steadiness: 5
Compliance: 33: English
C2(Advanced/Mastery)

Government ID: Sign Up with Pro Account to View

“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.”