About Me
Highly organized and detail oriented Virtual Assistant with 4 years of experience supporting the commercial insurance industry. Skilled in Processing Certificates of Insurance, Loss Runs & Daily Downloads and passionate about providing exceptional customer service. Adept at streamlining workflows and increasing efficiency, freeing up professionals to focus on core business activities.
Key Skills:
Commercial Insurance Knowledge: Understanding of commercial insurance policies, coverages, and quoting procedures.
Client Relationship Management CRM Proficiency: Expertise in using various CRM software, including AMS360, Ezlynx, Applied Epic, NowCerts, Ecerts, CSR24, QQ Catalyst, Hawksoft and Salesforce to manage client data, track interactions, and generate reports.
Policy Processing and Data Entry: Ability to accurately process insurance applications, renewals, endorsements, Certificates of Insurance, and Loss Runs, ensuring data integrity.
Data Management: Skilled at handling daily downloads from multiple carriers 55 carriers, including well known carriers like Travelers, The Hartford, Chubb, Liberty Mutual, Nationwide, Progressive, CNA, GUARD and SAIF ensuring data accuracy and completeness.
Commercial Auto and Workers Comp Quoting: Experience in obtaining and processing quotes for Commercial Auto and Workers Conp Policies.
Communication and Customer Service: Excellent written and verbal communication skills, with a focus on providing professional and friendly service to clients.
Organization and Time Management: Demonstrated ability to prioritize tasks, meet deadlines, and maintain a well organized workspace.
Technical Skills: Proficiency in using various computer software and applications, including Microsoft Office Suite and specific industry software e.g., AMS360, EzLynx, Applied Epic, NowCerts, etc..
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$8/hr
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