I am a skilled Insurance Virtual Assistant for Commercial & Personal Lines and Life Insurance with 8+ years of working experience. I passed Kaplan Insurance Licensing Education (California Property and Casualty - 40 hours online course). I am dedicated to providing exceptional customer service and administrative support to make the operation smooth allowing you to focus on the most important tasks which are retaining current clients, getting new clients, and growing your business. Let me help you achieve success in the following areas: ▪️ Assist in administrative tasks and account management. ▪️ Answering phones. Handling incoming and outgoing calls. ▪️ Communicating with clients. ▪️ Building and maintaining relationships with clients and underwriters. ▪️ Servicing policies. ▪️ Checking on the status of quotes and policies. ▪️ Coordinating payments. ▪️ Processing paperwork, requests, and certificates of insurance/proof of insurance. ▪️ Quoting insurance: Home, auto, commercial, life insurance, health insurance. ▪️ Completing applications for insurance. ▪️ Monitoring Emails. Handle and correspond to ​incoming ​emails. ▪️ Scheduling and coordinating appointments. Insurance Portals: Progressive, Swyfft, Wellington, FrankCrum, Tapco, NFIP, K&K Insurance, Hiscox, Foremost, Hippo MOO, AIG, Aetna, Americo, National Life Group CRM/Agency Management System: NowCerts, InternetAgents, RingCentral Vertafore, QQCatalyst, Agencyzoom Certificate of Insurance: Portals and PDFFiller Tools: Tech savvy with mobile apps, Zoom, Dropbox, G-Suite (Gmail, Google Sheets, Google Docs, Google Calendar) Send me a message and I'll respond ASAP. Let's work together!