Detail-oriented professional with experience supporting clients and teams in non-life insurance, policy servicing, property & casualty, and the insurance brokerage industry across the U.S. and Australian markets. My background includes handling a range of policy servicing and administrative tasks, such as obtaining quotes, remarketing policies, processing renewals and endorsements, managing cancellations, requesting claims history, retrieving debtor reports and sending statement reminders, and assisting with invoicing and payment processing. I also have experience using insurance management systems such as Applied Epic and WinBEAT to maintain accurate client and policy records. I take pride in being dependable, adaptable, and easy to work with, and I enjoy contributing to the smooth day-to-day operations of the business.
Experience: 1 - 2 years
Invoiced insurance premium.
Experience: 1 - 2 years
Process insurance premium payments.
Experience: 1 - 2 years
Experienced in Insurance and Brokerage Operations.
Experience: 1 - 2 years
Experienced in Insurance and Brokerage Industry.
Experience: 1 - 2 years
Supported billing and collection tasks
Experience: 1 - 2 years
Used Applied Epic in policy servicing, maintaining and updating policy and insured data.
“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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