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I will be your US property and casualty insurance virtual assistant
US Property and Casualty Insurance, Virtual Assistant, Personal and Commercial
US Property & Casualty (P&C) Insurance Virtual Assistant with 8+ years of experience supporting US independent insurance agencies. Skilled in Personal & Commercial Lines, ACORD forms, COIs, endorsemen...
About this Gig
Looking for a reliable US Property & Casualty (P&C) Insurance Virtual Assistant?
With 8+ years of experience supporting US independent insurance agencies, I provide accurate, confidential, and efficient back-office support for Personal Lines and Commercial Lines operations.
Services I Offer: Personal & Commercial Auto Quotes ACORD Forms (125, 126, 140 & more) Certificates of Insurance (COIs), Evidence of Property Insurance (EPI), Endorsements, Renewals, Cancellations & Reinstatements, Loss Run Requests, MVR Ordering, Underwriter & Carrier Follow-ups, Finance Agreements & EFT Forms, DocuSign Processing, Agency Management System Updates, Data Entry & Administrative Support.
Software Experience: Applied Epic, AMS360, QQCatalyst, Microsoft Excel, Microsoft Outlook, Adobe Acrobat, DocuSign, IVANS.
Carrier Portal Experience: Progressive, Liberty Mutual, Travelers, The Hartford, NW, Safeco etc.
Why choose me? 8+ years of US P&C insurance experience High attention to detail Fast turnaround Confidential handling of client information Professional communication
Please contact me before placing an order so we can discuss your agency's requirements and ensure the best possible support.
Purpose:
Business
FAQ
What types of insurance do you support?
I support both Personal Lines and Commercial Lines Property & Casualty (P&C) insurance operations for US independent insurance agencies.
Which tasks can you handle?
I can assist with ACORD forms, Certificates of Insurance (COIs), Evidence of Property Insurance (EPI), endorsements, renewals, cancellations, reinstatements, loss run requests, MVR ordering, carrier follow-ups, finance agreements, EFT forms, data entry, and general admin support
Which Agency Management Systems have you worked with?
I have experience using Applied Epic, AMS360, and QQCatalyst, along with DocuSign, Microsoft Excel, Outlook, and Adobe Acrobat.
Is you or your agency can keep client information confidential?
Absolutely. I treat all client and agency information with complete confidentiality and professionalism.
Can you provide ongoing virtual assistant support?
Yes. I am available for both one-time projects and long-term back-office support, depending on your agency's needs.
What do you need before starting the work?
Please provide clear instructions, the required documents or access (if applicable), and any specific agency guidelines so I can complete the work accurately and efficiently.
