I will be your US insurance virtual assistant commercial lines and coi processing
About this Gig
Are you an independent insurance agency drowning in back-office work?
I specialize in insurance back-office support for US agencies
handling the tasks that slow your team down so you can focus
on selling and growing.
WHAT I HANDLE
Certificates of Insurance (COI) fast turnaround
ACORD Forms (25, 126, 125, 130, 140)
Commercial Lines endorsements, renewals, policy processing
Personal Lines auto, home, renters
AMS360 | EZLynx | Applied Epic data entry & updates
Policy checking & coverage summaries
New business & renewal submissions
Claims administration support
Commission & premium reconciliation
CSR inbox and task management
NICHES I SUPPORT
Property & Casualty (P&C)
Commercial Lines
Personal Lines
Trucking & Transportation
Construction & Contractors
Employee Benefits
Travel Insurance
WHY AGENCIES CHOOSE ME
5+ years of insurance back-office experience
Served 10+ US independent agencies
No training needed I know the workflows
AMS360, EZLynx, Applied Epic proficiency
Confidential handling of all client data
US time zone availability
MESSAGE ME BEFORE ORDERING
so I can confirm I'm the right fit for your agency's needs.
Purpose:
Business
Work model:
Weekly assistance
•
Monthly retainer

