I will provide personal lines insurance virtual assistant services for US agencies

Pakistan

I speak English

1 order completed

From Overload to Organized: Precision Virtual Assistance Support

I am Rameez Umer, an Insurance Virtual Assistant with 3 years of experience supporting US insurance agencies across all 50 states. I specialize in personal lines quoting, ACORD forms processing, COI m...
About this Gig

We Handle the Back Office. You Close the Deals.

Is your insurance agency overwhelmed with back-office work? I will handle it all so you can focus on growing your business.

What I Offer

ACORD Forms 125, 126, and 140

processing Personal Lines quoting, including HO3, HO4, HO6, Auto, Umbrella and Flood Policy servicing, renewals, and endorsements

COI issuance, tracking, and certificate management

Trucking and fleet support, including DOT, FMCSA, and MCS-90

CRM updates for AMS360, EZLynx, HawkSoft, and Vertafore

Claims follow-up and adjuster communication

Renewal pipeline tracking and client outreach


Why Choose Me

3 plus years of US insurance agency experience

All 50 US states served

Ready from Day 1 with no insurance training needed

Agencies save over 50 percent on operational costs


Carrier experience includes Progressive, Travelers, Allstate, Nationwide, Liberty Mutual, Safeco, GEICO, and more.


Message me before ordering so I can match you with the perfect VA for your agency.

Purpose:

Business

Work model:

Project-based

Daily

Weekly assistance

My Portfolio

Other Virtual Assistant Services I Offer

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