Commercial & Personal Insurance back end supporter
I give stunning assistance to insurance agencies and companies for all kinds of processes as i have six years of experience in this relevant sector. I am well-acquainted with all Commercial, Personal & Speciality Lines. I can help with implementing workflows for new agencies.
Below are known processes:
➢ Maintain CMS
➢ Pre-renewals Process (Standard and Wholesale carriers)
➢ Quoting
➢ Prepare Proposals
➢ Binders Process
➢ Review policies & identifying discrepancies
➢ Requesting and Processing Endorsements
➢ NOC & reinstatement process
➢ Process Cancellation requests & Cancellation documents
➢ Audits
➢ Invoicing
➢ Payments follow-up
➢ Finance Agreements
➢ Request Loss runs
➢ Generate Accords
➢ Obtain documents from carrier portals
➢ Delivering policies to insured
➢ Handling home page activities
➢ Issue Certificate
➢ And know the navigation for all client applications that are Sagitta, EPIC, TAM, and AMS360.
Please reach me out for more details and I'm glad to help you 🙂
Work Terms
Hours of operations: 30 hr per week
$15 per hr
Communication: Zoom and Skype
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