Current Employment Status:
Hired Full Time on Feb 18, 2026
Detail-oriented and client-focused Personal Lines Insurance Specialist with
experience in quoting, policy management, endorsements, and payment
processing across multiple carriers. Skilled in Applied Rater, PL Rater, EZlynx Rater, and CRM systems, I aim to leverage my expertise in customer service, data management, and policy support to contribute to a dynamic insurance team while ensuring accurate, timely, and professional service for clients.
Experience: 1 - 2 years
Experienced Virtual Assistant with a strong background in insurance operations, client communication, and data management. Skilled in using CRM and rating systems such as Applied Rater, PL Rater, and EZLynx, I efficiently handle quoting, documentation, and policy support tasks. Adept at managing emails, coordinating with clients and carriers, and ensuring timely completion of administrative work. Highly organized, detail-oriented, and tech-savvy, with proficiency in tools like Google Workspace, Trello, and Slack.
“It definitely helped transform my business and take a significant load off for me.”
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