Detail-oriented and reliable Commercial Lines Insurance Virtual Assistant with a strong understanding of business insurance processes, policy management, and client support. Experienced in handling certificates of insurance (COIs), policy renewals, endorsements, quoting assistance, and carrier communications.
Skilled in managing agency management systems, maintaining accurate policy records, and ensuring timely processing of client requests. Adept at supporting insurance agents and brokers by streamlining administrative workflows, improving turnaround times, and delivering excellent customer service.
Known for strong organizational skills, attention to detail, and the ability to multitask in fast-paced environments. Committed to maintaining compliance, confidentiality, and accuracy in all aspects of commercial insurance support
Experience: 2 - 5 years
Email Support
Experience: 2 - 5 years
Create Customer shell in Ams. and inputting data
Experience: 2 - 5 years
Handling Email, filing and sending email to policy holders.
“For years, I maxed out my hours, got burnt out, and the quality of my work would start to go down. I decided to take the leap, hire correctly, and now it frees up my time to focus on growing the business.”
Tyler Gies
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