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I will be your US commercial insurance virtual assistant
US Insurance Virtual Assistant, COI, Applied EPIC, CSR24 and AMS360
US Insurance Virtual Assistant with 5+ years of experience supporting personal and commercial insurance agencies. Skilled in Certificate of Insurance (COI) processing, post-bind policy servicing, endo...
About this Gig
I provide reliable US commercial insurance virtual assistant support for agencies, brokers, and insurance teams that need help with day-to-day policy servicing and post-bind operations.
I can assist with:
- Certificate of Insurance (COI) preparation and issuance
- Policy servicing and documentation updates
- Endorsements and cancellation notices
- Past due notices and inspection recommendation letters
- Loss run requests
- Client record and policy data updates
- Document organization and administrative support
- Billing documentation and AMS updates
I have hands-on experience working with Applied Epic, AMS360, AgencyZoom, and CSR24 and understand US insurance agency workflows.
My focus is accurate, organized, and timely support that helps account managers, producers, and insurance teams handle their daily workload more efficiently.
I provide insurance operations and administrative support only and do not provide insurance advice, underwriting decisions, or claims handling.
If you need dependable support for your commercial insurance operations, feel free to message me before ordering.
Purpose:
Business
Work model:
Project-based
FAQ
Q: What type of insurance support do you provide?
A: I provide virtual assistant support for US insurance agencies and brokers, specializing in commercial insurance operations, policy servicing, COIs, documentation, and post-bind administrative support.
Q: Which insurance management systems have you worked with?
A: I have hands-on experience with Applied Epic, AMS360, AgencyZoom, and CSR24 for managing client information, policy data, workflows, COIs, and agency operations.
Q: Can you help with Certificates of Insurance (COIs)?
A: Yes. I can create and issue Certificates of Insurance (COIs) accurately according to policy details, client requirements, and agency procedures.
Q: What commercial insurance tasks can you assist with?
A: I can assist with post-bind tasks such as endorsements, policy documentation, cancellation and past-due notices, loss run requests, inspection recommendation letters, COIs, and client record maintenance.
Q: Do you handle claims or provide insurance advice?
A: No. I focus on insurance operations, administrative support, and post-bind policy servicing. I do not handle claims, make underwriting decisions, or provide insurance advice.
Q: What do you need from me to start the project?
A: Please provide the task instructions, relevant documents or templates, workflow guidelines, and any required access details. This allows me to follow your agency’s process accurately.
