Virtual Assistant

Experienced in quoting Home, Auto, Renters, and Condo insurance using platforms like Safeco, EZLynx, Progressive, Travelers, and Grange. Skilled at gathering client info, comparing rates, and preparing accurate, competitive quotes efficiently.

Experienced in managing high-volume inboxes, organizing emails, filtering spam, prioritizing messages, and drafting professional responses. Skilled at keeping communication organized and ensuring timely follow-ups to help streamline daily operations.

Skilled in handling insurance billing tasks such as processing payments, issuing invoices, resolving billing discrepancies, and assisting clients with payment-related concerns. Familiar with carrier portals and maintaining accurate records.

Proficient in using Applied Epic and HawkSoft for managing client accounts, processing policies, creating activities, and maintaining organized, up-to-date records. Experienced in navigating both systems to support quoting, billing, and customer service tasks efficiently.