Louislyn

Commercial Insurance and Personal Insurance Assistant

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Overview

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

at $8.00/hour ($1,408.00/month)

Bachelors degree

Last Active

February 8th, 2025 (2 days ago)

Member Since

September 27th, 2023

Profile Description

I am confident in my ability to provide valuable support to the US Insurance Company by reducing administrative works and assisting the company in meeting its requirements.

- I specialize as a Virtual Assistant for Commercial and Personal Insurance.
- With 4 years of dedicated experience in the US Insurance industry (started 2020)
- Ability to do multi-tasking.
- Proficient in handling insurance administrative tasks crucial for new business and renewal processes.
- Possess a diverse skill set beyond administration, including proficiency in email management and data entry.
- I bring valuable Management and BPO experience to the table.
- Strong communication skills, both written and verbal.
- I am adept at using tools such as Outlook, Microsoft Office, Adobe, and various client support management tools like Ams360, EZ Lynks, QQ Catalyst, Salesforce, NowCert, and Agency Zoom.
- Capable of handling administrative insurance work but not limited to COI, EOI, EPI, Proposal, Submissions, Renewal Process, Acord Forms creation & generations,  Billings & Invoice, Policy checking, Endorsements, Quoting, Loss Runs & MVR requests, cancellation and reinstatement process, downloads policy docs, email management, data entry, profile account management, etc. 

please feel free to reach out to me at this platform or via Upgrade to see actual info

 Thank you and may you be blessed.

Top Skills

Experience: 2 - 5 years

I have skills in Commercial and Personal Lines Insurance administrative work. ***Don't hesitate to reach me out for a copy of a detailed Curriculum Vitae. Thank you. *** -Proficient in personal computers and the Microsoft Office Suite, including Excel and PowerPoint. In-depth knowledge in agency management tools for AMS360 Vertaforce, EZ Lynx, QQ Catalysts, Applied Tam, etc - Developing strong relationships with resident, connecting with key business person in Insurance, Employer and Client Property Managers and preparing Weekly reports. - Oversee and Assisting on Processing Renewal. -Creates submissions application and Issuing ACORD applications. -Renewing quote in carrier website or in Agency Mngmt Tools - Obtaining policy documents, invoices, NOC, loss run reports or X-Mods, etc. -Create and issue Certificates and Evidence of Property Insurance. -Process Endorsements on carrier website or send request via email and do a follow up. -Obtaining policies and do Policy Checking for accuracy and proactive communicates with Manager any significant audit difference. -Process request for policy cancellation. -Obtain Reinstatement and update the account on file. -Assisting on Claims, Claim Follow up and updating record on file. -Billing and Invoice of Policy. -Managing client supports or Email Management supports and organizing inbox. -Coordinating with Underwriter regarding Policy Information. -Data entry, file management, email management and research -Scheduling appointments, preparing policy information, and payment processing -Collaboration with Team Member for any supports, updates and notices. -Fully aware of International and Local Carrier

Experience: 2 - 5 years

I have been providing exceptional service to a US company for nearly four years. One of my accomplishments was being appointed as the Account Manager for POPIC LLC. In addition to this, I have also been delivering high-quality service to insurance agencies, brokers, and producers. As a virtual assistant, I have much more to offer you.

Other Skills

Basic Information

Age
30
Gender
Female
Website
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Address
Angeles City, Pampanga
Tests Taken
IQ
Score:  105
DISC
Dominance: 57%
Influence: 23%
Steadiness: 13%
Compliance: 7%
English
C2(Advanced/Mastery)
Government ID
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