Insurance Account Specialist | Commercial & Personal Lines
Detail-oriented Insurance Account Specialist with over 5 years of experience supporting both Commercial and Personal Lines accounts. Skilled in managing day-to-day policy servicing including renewals, endorsements, certificates of insurance, and new business processing while ensuring accuracy and compliance with carrier guidelines.
Experienced in using industry-leading management systems such as Applied Epic, AMS360, EZLynx, and QQ Catalyst, with strong knowledge of navigating carrier portals to update policies, download documents, and support underwriting and client requests.
Known for strong organizational skills, attention to detail, and the ability to manage multiple accounts efficiently. Dedicated to providing reliable administrative support and excellent service to agents and clients in a fast-paced insurance environment.
Experience: 1 - 2 years
Experience: 2 - 5 years
Virtual Insurance Administrative Assistant | Commercial & Personal Lines Specialist Experienced Virtual Insurance Administrative Assistant with over 3 years of hands-on experience supporting insurance agencies in both Commercial and Personal Lines. I specialize in policy administration, renewals, endorsements, and client support while ensuring accuracy, compliance, and timely processing. Highly proficient in leading agency management systems including Applied Epic, AMS360, EZLynx, and QQ Catalyst, with a strong ability to navigate carrier websites for policy updates, document retrieval, and underwriting requirements. *Core Responsibilities & Expertise *Policy renewals processing for Commercial & Personal Lines *Endorsements (policy changes, additions, and corrections) *Creating and issuing Certificates of Insurance (COIs) *Personal Lines quoting (Auto, Home, Umbrella, etc.) *Downloading, reviewing, and updating policy documents from carrier portals *Data entry for new business submissions and new insureds
Onlinejobs.ph "ID Proof" indicates if "they are who they say they are".
It DOES NOT indicate skill level.
ID Proof scores are 0 - 99 with 99 being the best. It is calculated based on dozens of data points.
It's intended to help employers know who they're talking to is real, and not a fake identity.