I'm Vener B. Mabagos Jr., a highly organized Commercial Insurance Specialist and Assistant Account Manager with over 4 years of experience in digital operations, workflow coordination, and data management. I specialize in maintaining 100% data integrity in high-pressure remote environments and acting as a primary point of contact for international partners.

CORE INSURANCE AND FINANCIAL EXPERTISE:

APPLIED EPIC MANAGEMENT: Expert in full-cycle policy workflows, database administration, and navigating complex partner/vendor platforms.

FINANCIAL ADMINISTRATION: Proficient in Agency and Direct Bill invoicing, accounts receivable (A/R), and reconciling carrier statements against bound quotes to ensure 100% financial precision.

RENEWAL LIFECYCLE: Lead end-to-end renewal workflows, from monitoring expiration lists to preparing proposals and facilitating correspondence until policy issuance.

TECHNICAL DOCUMENTATION: Highly accurate in processing ACORD forms (25, 125, 126, 140), Certificates of Insurance (COI), Auto ID cards, and Binders.

COMPLIANCE AND AUDITING: Skilled in reviewing renewal policies and loss runs from carrier portals to verify coverage matches bound quotes.

TECHNICAL ADAPTABILITY:
I bring a strong technical foundation to my roles, which allows me to be highly adaptable and eager to learn new tools, AI integrations, or specialized management systems that can improve your agency's efficiency. I am a power user of Google Workspace, Microsoft 365 (Advanced Excel), Adobe Acrobat Pro, and DocuSign.

MY COMMITMENT TO YOUR BUSINESS:
I am a proactive and dedicated professional committed to ensuring seamless communication and timely project completion. I take pride in maintaining the highest standards of client satisfaction and data accuracy. If you’re looking for a dedicated partner to support your operations and drive efficiency, I’m ready to help your business succeed.

Detail-oriented P&C Insurance Virtual Assistant with experience supporting U.S. insurance agencies through policy servicing, quoting, endorsements, renewals, COI processing, and accurate insurance data entry. Proficient in Applied Epic, QQ Catalyst, and EZLynx, with experience managing carrier portals, policy documentation, and client records.

In addition to insurance operations, I provide administrative and accounting support, including bookkeeping, accounts payable/receivable, bank reconciliation, Excel reporting, Google Sheets, and data entry. I am organized, reliable, and committed to delivering accurate work while meeting deadlines.

Core Skills: Applied Epic, QQ Catalyst, EZLynx, Insurance CSR, Policy Servicing, COIs, Endorsements, Renewals, Customer Service, Bookkeeping, Accounting, Data Entry, Microsoft Excel, Google Workspace, Administrative Support.

If you’re looking for an accounting person for your insurance company with my expertise in Applied Epic, I’d be honored to offer my assistance. Below are some of the services I can provide:

1. Reconciling Commission Statements for direct bill policies
2. Agency Bill - Creating Invoices, Collecting Payment, Record Receipt in Epic, Reconcile Premium Payable and Payment to Carrier.
3. Creating Receipts, Disbursement, Journal Entries
4. Bank Reconciliation
5. Preparing Producers' Commission Reports
6. Generating Financial Reports
7. Maintaining an Accurate Book of Business Report
8. Recording Journal Entries for Payables and Receivables
9. Cleaning up and organizing the accounting side of Epic
10. Applied Pay Transactions and Applied integration with Financing Companies
11. Ascend AI Integration for faster recording in Epic.
12. Process Cancellation, Unearned commission and more.

I would be delighted to contribute my skills to support your business operations. Please see my website for more info: -----------.----------------------.com/.

I'm seeking a rewarding opportunity in a respected company where I can apply my skills and abilities to help achieve the organization's objectives. I aim to grow professionally while contributing to the team's success and expanding my knowledge.

Detail-oriented Data Processing Specialist with 1 year of experience in a BPO company supporting insurance agency operations. I handle back-office tasks such as online submissions and quoting, certificate of insurance (COI) processing, comparing coverage options, ordering loss runs, and policy checking.

I have experience working with Package, General Liability, Commercial Property, and Commercial Auto, as well as other lines of business, with hands-on experience using Applied Epic for data entry and policy management.

I am reliable, organized, and able to work with minimal supervision. Currently seeking a part-time role as a Virtual Assistant or Insurance Support Assistant.

With 4+ years supporting US and Canadian insurance agencies with new business, renewals, endorsements, and cancellations. Skilled in quoting Home, Auto, and Rental policies across multiple carriers, issuing COIs/EOIs, and maintaining audit-ready records. Background as a Data Analyst adds a sharp eye for accuracy and zero-error delivery.

I help insurance agencies stay organized, responsive, and efficient by managing administrative workflows, CRM updates, and client communication.

With hands-on experience in insurance support, I specialize in:

• Policy servicing (updates, endorsements, renewals)
• CRM management using Applied Epic
• Client communication (inbound & outbound)
• Document processing and organization
• Accurate data entry and record maintenance

I’m used to working in fast-paced, detail-oriented environments where timelines and accuracy are critical.

In addition, I am currently expanding my skills into real estate virtual assistance. I’ve been learning and practicing core workflows such as:

• Lead management and CRM organization
• Follow-up systems for prospects
• Basic real estate pipeline tracking
• Appointment scheduling and coordination

My background in structured CRM systems and client communication allows me to quickly adapt to real estate processes and support agents effectively.

I am reliable, detail-oriented, and committed to delivering consistent, high-quality work.

If you’re looking for someone who can support your insurance operations or assist in managing real estate leads and admin tasks, I’d be glad to help.

Results-driven professional with over two years of experience in the insurance industry. Skilled in utilizing Applied Epic to streamline workflows, manage transactions, and support day-to-day insurance operations. Experienced in processing marketing submissions to various carriers and wholesale brokers to obtain competitive quotes and ensure the best coverage options for clients. Demonstrates a strong track record of delivering high-quality work and driving efficiency. Adept at problem-solving, communication, and teamwork, with a commitment to continuous learning and professional growth.

As a Data Processing and Accounting Staff, I managed accurate data entry, validation, and reconciliation of financial and insurance records using Applied Epic. I processed Direct Bill and Agency Bill commissions, supported Personal Lines and Commercial Lines, and handled policy renewals, endorsements, and policy checking. I also processed insurance claims, including claim notification and submission, and issued Certificates of Insurance (COI). I generated reports, maintained data accuracy, and coordinated with carriers and internal teams while meeting strict deadlines.

Duties and Responsibilities:
• Reconciled Direct Bill commissions and balanced commission statements
• Processed insurance claims, including claim notification and submission of completed claim forms
• Issued Certificates of Insurance (COI) and proof of insurance
• Supported Personal Lines and Commercial Lines insurance workflows
• Maintained high accuracy across client, policy, and financial records

• Processed policy renewals, endorsements, and updates
• Performed policy checking and ensured accuracy of coverage details
• Generated reports, transaction summaries, and financial documentation
• Entered and managed data in Applied Epic and related systems
• Coordinated with carriers, underwriters, agents, and clients
• Assisted in remarketing and requoting renewal policies
• Managed document retrieval, including declaration pages and attachments
• Applied debits and credits and supported commission reconciliation processes
• Delivered training support, conducted team huddles, and assisted with onboarding

I have 2 years experiene on data entry specially billing & claim insurance, but before that I have my own printing shop and e-commerce business, so I have knowledge on graphic design and an expert on marketing ads.

I bring a mix of hands-on claims experience and team leadership to the table. Most of my day is spent navigating complex claims in Applied Epic and AMS360, but my real value lies in my ability to lead. I’ve successfully managed a 27-member team, focusing on training and operational growth to make sure the department runs smoothly and stays within carrier compliance.

As an Applied Epic Training Specialist and Back Office Support Professional, I bring a strong background in insurance systems and administrative support. I specialize in providing both inbound and outbound assistance to U.S.-based partners, ensuring smooth communication, effective troubleshooting, and expert-level guidance on the Applied Epic platform.
With a focus on accuracy, professionalism, and efficiency, I handle a variety of back-office tasks including data entry, documentation, and workflow optimization. My training expertise allows me to guide users through system features and best practices, enhancing productivity and user confidence. I am committed to delivering excellent support that aligns with business goals and client satisfaction.