Insurance Administration / Virtual Assistant

Jun 2023 - Mar 2026

Processed policy submissions, Broker of Record (BOR), renewals, reinstatements, and new business applications using Applied EPIC and ARC systems. Utilized QQ Catalyst and AMS360 for policy management and client data processing. Worked with multiple insurance carriers including Travelers, Guard, Safeco, Oregon Mutual, and other commercial and personal lines carriers.

Customer service

Jun 2022 - Apr 2023

Handled inbound and outbound calls assisting customers with policy inquiries, service requests, and issue resolution. Provided professional and efficient customer support while maintaining high customer satisfaction. Documented customer interactions and updated client records accurately. Built strong client relationships through effective communication and problem-solving.