Insurance Virtual Assistant | Administrative Assistant

I manage auto policy changes, including replacing, adding, and deleting vehicles, updating vehicle information, adding lienholders or additional insureds, adding rated drivers and household members, and amending garaging or mailing addresses.

I handle home policy changes, including updating physical and mailing addresses, increasing dwelling coverage, personal liability, or medical payments, adding additional insureds, named insureds, and mortgagees, as well as adding or removing deductibles.

I assist in entering insured details into the management system and entering claim information into the agency management system and I can handle personal lines application ACORD forms. I have experience navigating different kinds of carrier portals, such as, NYCM, Merchants, Travelers, Progressive, Safeco, Erie Insurance, Erie and Niagara Insurance, Foremost, Hartford, Nationwide, Midstate, Hanover, Utica, Dryden Mutual, Preferred Mutual, National General, Plymouth Rock, MSA, and Kemper. Proficient in handling AMS360, Vertafore PL Rater, Partners XE, and Xanatek. Have an experience with, Applied Epic, QQ Catalyst and EZLynx.

I can organize, file, and retrieve documents and records from various insurance carriers. I also prepare invoices and send out notices of cancellations and reinstatements. Also, I can provide timely assistance to your customers via chat or email.