Experienced AU Insurance Broker Assistant with over 4 years of experience supporting brokers across personal and commercial insurance lines. Skilled in policy administration, renewals, endorsements, cancellations, insurer liaison, premium funding, and compliance documentation. Proficient in WinBEAT, Insight, Sunrise, Salesforce, and Zoho, with a strong track record of maintaining accurate records, managing competing priorities, and delivering efficient remote support. Backed by an engineering background that brings analytical thinking, attention to detail, and process improvement capabilities to insurance operations.
Experience: 2 - 5 years
Personal and Commercial Lines
Experience: 2 - 5 years
Insurance Policy Quoting and Processing
Experience: 2 - 5 years
“I have one of the best VAs I've had in a long time...she's been amazing”
Davonna Willis
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