I will be your insurance virtual assistant for personal commercial and trucking
From Overload to Organized: Precision Virtual Assistance Support
About this Gig
Are you looking for a reliable insurance virtual assistant to help manage your agency tasks and improve your workflow?
I am an insurance support specialist with 3 years of experience helping agencies with personal insurance, commercial insurance, and trucking insurance services. I provide accurate and professional support for quoting, policy servicing, customer communication, and administrative tasks.
My services include personal auto, homeowners, renters, condo, landlord insurance, commercial auto, trucking and fleet insurance, general liability, workers' compensation, cargo insurance, E&O, and business insurance support.
I can assist with insurance quotes, ACORD forms, carrier portals, endorsements, claims follow up, billing support, data entry, CRM management, and client servicing.
I have experience using tools like AMS360, Hawksoft, QQ Catalyst, EZLynx, AgencyZoom, Zoho CRM, Google Sheets, Microsoft Office, DocuSign, Slack, and RingCentral.
I focus on delivering fast, organized, and reliable insurance support to help agencies save time and provide better service.
Let's work together to make your insurance process easier.
Purpose:
Business
My Portfolio
FAQ
Do you provide insurance virtual assistant services for agencies?
Yes, I provide professional insurance virtual assistant support including quoting, policy servicing, customer support, data entry, claims follow up, and administrative tasks.
Can you handle personal and commercial insurance work?
Yes, I can assist with personal insurance such as auto, homeowners, renters, condo, and landlord insurance, as well as commercial insurance including trucking, fleet, liability, workers compensation, and cargo insurance.
Can you help with insurance quotes and ACORD forms?
Yes, I can help prepare insurance quotes, work with carrier portals, and assist with ACORD forms and documentation.
Which insurance tools and CRMs can you use?
I have experience with tools like AMS360, Hawksoft, QQ Catalyst, EZLynx, AgencyZoom, Zoho CRM, Google Sheets, Microsoft Office, DocuSign, Slack, and RingCentral.

