Exequiel
Insurance Virtual Assistant | Quoting, Policy Servicing, CRM, Underwriting Suppo
Verified
With Timeproof
Overview
Looking for full-time work (8 hours/day)
at $6.61/hour ($1,280.00/month)
Bachelors degree
Last Active
June 3rd, 2026 (4 days ago)
Member Since
April 15th, 2023
Profile Description
Hi, I’m Exequiel — an experienced Insurance Virtual Assistant with a strong background in underwriting support, customer service, and policy servicing.
I help insurance agencies and brokers manage daily operations efficiently by handling quoting, endorsements, renewals, and client communication with accuracy and speed.
Here’s what I can do for you:
Insurance quoting (commercial & personal lines)
Policy servicing (endorsements, cancellations, reinstatements, renewals)
ACORD forms and application processing
Certificates of Insurance (COI) creation
CRM management and documentation
Billing support, invoicing, and payment follow-ups
Customer support via phone,
Tools I’ve used:
Applied Epic, EZLynx, AMS360, QQ Catalyst, Salesforce, Zendesk, Freshdesk, 8x8
I’m detail-oriented, reliable, and able to work independently with minimal supervision. I make sure tasks are done correctly the first time.
If you’re looking for someone who understands insurance workflows and can reduce your workload—I’m ready to help.
Top Skills
Customer Support » Insurance
Experience: 2 - 5 years
Engage in Personal and Commercial lines for doing administrative support, servicing, client support, and quoting tasks.
Customer Support » Insurance » Car Insurance
Experience: 2 - 5 years
Customer Support » Insurance » Underwriting
Experience: 2 - 5 years
Other Skills
Accounting
Experience: 1 - 2 years
Customer Support » Insurance » Home Insurance
Experience: 2 - 5 years
Office and Administration » Data Capture
Experience: 5 - 10 years
Office and Administration » Email Management
Experience: 2 - 5 years
Customer Support » Insurance » Dental Insurance
Experience: Less than 6 months
Office and Administration » Calendar Management
Experience: Less than 6 months
Office and Administration » Data Entry
Experience: 2 - 5 years
Cloud Services » AWS » Storage - Elastic File System
Experience: 2 - 5 years
Customer Support » Insurance » Insurance Verification
Experience: 2 - 5 years
Basic Information
- Age
- 31
- Gender
- Male
- Website
- Sign Up with Pro Account to View
- Address
- Macabebe, Pampanga
- Tests Taken
- IQ
- Score: 121
- DISC
- Dominance: 39
- Influence: 23
- Steadiness: 5
- Compliance: 33
- English
- C2(Advanced/Mastery)
- Government ID
- Sign Up with Pro Account to View
“The more I stepped away from it, the more successful our Chanel became!”
- Jim Orr
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