I have over 3 years of experience working as an Executive Virtual Assistant for an insurance agency serving clients in both Texas and California. I specialize in Personal Lines, with a strong focus on quoting and remarketing for Personal Auto, Homeowners, Umbrella, Earthquake, and various other coverages.
My day-to-day responsibilities include processing endorsements, cancellations, and providing seamless support to both the agency and its insureds. I am proficient in using EZLynx and have extensive experience working with a wide range of insurance carriers, including Travelers, Mercury, Safeco, Progressive, NatGen, The Hartford, and many others.
I take pride in delivering accurate, timely, and client-focused service while helping the agency operate efficiently and maintain strong relationships with its clients and carriers.
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 6 months - 1 year
Experience: 2 - 5 years
Experience: 1 - 2 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 6 months - 1 year
Experience: 2 - 5 years
“It definitely helped transform my business and take a significant load off for me.”
Samori Coles
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