Ma Carmela Y.
Mandaluyong City, Philippines
100%
Job Success
Top Rated Plus
Expert Insurance VA / Data Entry / Commercial Insurance
$20.00/hr
If you're looking for someone who can assist you in your task in time with quality work you found the right person.
System CRM Familiarize/Knowledgeable:
✅AMS360
✅AGENCY MATRIX
✅APPLIED EPIC
✅QUOMATION
✅CANVA
✅SALESFORCE, SELECTIVE, CAT, SUPERIOR
✅Facebook, Instagram, Shopify Product Upload
✅Google sheets, Google docs, Excel, Powerpoint
✅Emailing System: Microsoft Outlook, Microsoft Teams, Zoom, Meeting, Discord, Telegram
Experiences and Specialization :
✅Making certificates, reading contracts, processing endorsements
✅Commercial Vehicle Insurance Underwriter
✅Commercial / Construction Insurance Underwriter
✅ Flood Insurance Processor
✅Submitting Applications to different flood insurance sites (flood insurance using a CAT, SUPERIOR, SELECTIVE sites)
✅Admin
✅Social Media Marketing
✅Quality Assurance
✅Researcher / Date Entry Analyst
✅Home Inspection Admin
A. APPLICATIONS
✅Filling out Application Forms
✅Enter account details in our CRM (AMS,QUOMATION, FAST FIELD, CAT, SUPERIOR,SELECTIVE, SALESFORCE or agency management systems)
B. QUOTING
✅Quote with direct insurance carriers (workers comp policy but willing to learn more)
✅Submit accounts to agencies for quotes (workers comp policy but willing to learn more)
✅Sending quote proposals to your insureds (workers comp policy but willing to learn more)
C. BINDING
✅Put together binding documents
✅Bind quotes with our direct carriers
✅Bind checking
✅Submit binds to agents
✅Adding new business and doing invoices and certificates
D. POLICY ISSUANCE
✅Send policy to insureds
✅End to end binding process new businesses
✅File policy info in our CRM and attach documents
E. SERVICING
✅Endorsements, Cancellation, Process, Reinstatements, Invoices, Payments, Certificates, Driver Changes, Unit Changes, Renewals, Audit, Certificates, Loss runs, Submissions
✅Socisl Media Management/E-commerce
- Social Media Posting
- Facebook Posting
- Facebook Boosting
- Calendar Management
- Photo Editing
- Uploading/Date entry on Shopify Store
- Shopify product Listing
Other Skills:
✅Proficient in managing all aspects of Underwriting and Claims of various Insurance carriers and platforms.
✅Onboarding and Renewals of Insurance Policies
✅Analyzing Quotes & MVRs
Former Companies I worked outwide Upwork:
✅Globe Telecom
✅Van Law Firm
✅Floodnerd
✅C2C Inspection
✅Golden Capital Insurance Services
My skills have been developed and shared with my clients with 100% satisfaction and beyond expectation. My core competency lies in client services and was also exposed to different activities that will enhance client relationship management, operations, and training program for quality assurance. If my skills are fit, don't hesitate to message me! I am always available.
Work History
Insurance VA
5.00
Feb 23, 2023
-
Mar 2, 2023
Private earnings
Virtual Assistant
Oct 27, 2022
-
Oct 29, 2022
No feedback given
Private earnings
Bulk Upload Products On Shopify
Dec 30, 2021
-
Oct 29, 2022
No feedback given
Private earnings
Website Creation & Content Entry for Classical Musician Websites
Dec 11, 2021
-
Feb 2, 2022
No feedback given
Private earnings
Virtual Assistant to help find photos
5.00
Jul 8, 2021
-
Jul 13, 2021
Freelancer's response
"Thank you, Kelsey!"
Private earnings
Virtual Assistant
5.00
Oct 28, 2019
-
Feb 15, 2021
"Great to work with! Always helpful and timely in delivering work. Reached out to ask for more assignments. Communicative and friendly. Did a great job and would rehire when I have more work. Highly recommend!"
Private earnings
Driver Policy Changes & Binder Review
Jan 4, 2021
-
Present
Job in progress
Private earnings
Ma Carmela Y. has more jobs. Create an account to review them
Portfolio
Skills
- Administrative Support
- Internal Auditing
- Adobe Photoshop
- Canva
- Insurance Document Production
- Vehicle Insurance
- Insurance Agency Operations
- Customer Service
- Presentations
- Google Docs
- Product Listings
- WooCommerce
- Price & Quote Negotiation
- Property Insurance
- Liability Insurance
Ma Carmela Y.
Mandaluyong City, Philippines
100%
Job Success
Top Rated Plus
20
Total Jobs
8,527
Total Hours
View profile
All work
Expert Insurance VA / Data Entry / Commercial Insurance
Specializes in$20.00/hr
If you're looking for someone who can assist you in your task in time with quality work you found the right person.
System CRM Familiarize/Knowledgeable:
✅AMS360
✅AGENCY MATRIX
✅APPLIED EPIC
✅QUOMATION
✅CANVA
✅SALESFORCE, SELECTIVE, CAT, SUPERIOR
✅Facebook, Instagram, Shopify Product Upload
✅Google sheets, Google docs, Excel, Powerpoint
✅Emailing System: Microsoft Outlook, Microsoft Teams, Zoom, Meeting, Discord, Telegram
Experiences and Specialization :
✅Making certificates, reading contracts, processing endorsements
✅Commercial Vehicle Insurance Underwriter
✅Commercial / Construction Insurance Underwriter
✅ Flood Insurance Processor
✅Submitting Applications to different flood insurance sites (flood insurance using a CAT, SUPERIOR, SELECTIVE sites)
✅Admin
✅Social Media Marketing
✅Quality Assurance
✅Researcher / Date Entry Analyst
✅Home Inspection Admin
A. APPLICATIONS
✅Filling out Application Forms
✅Enter account details in our CRM (AMS,QUOMATION, FAST FIELD, CAT, SUPERIOR,SELECTIVE, SALESFORCE or agency management systems)
B. QUOTING
✅Quote with direct insurance carriers (workers comp policy but willing to learn more)
✅Submit accounts to agencies for quotes (workers comp policy but willing to learn more)
✅Sending quote proposals to your insureds (workers comp policy but willing to learn more)
C. BINDING
✅Put together binding documents
✅Bind quotes with our direct carriers
✅Bind checking
✅Submit binds to agents
✅Adding new business and doing invoices and certificates
D. POLICY ISSUANCE
✅Send policy to insureds
✅End to end binding process new businesses
✅File policy info in our CRM and attach documents
E. SERVICING
✅Endorsements, Cancellation, Process, Reinstatements, Invoices, Payments, Certificates, Driver Changes, Unit Changes, Renewals, Audit, Certificates, Loss runs, Submissions
✅Socisl Media Management/E-commerce
- Social Media Posting
- Facebook Posting
- Facebook Boosting
- Calendar Management
- Photo Editing
- Uploading/Date entry on Shopify Store
- Shopify product Listing
Other Skills:
✅Proficient in managing all aspects of Underwriting and Claims of various Insurance carriers and platforms.
✅Onboarding and Renewals of Insurance Policies
✅Analyzing Quotes & MVRs
Former Companies I worked outwide Upwork:
✅Globe Telecom
✅Van Law Firm
✅Floodnerd
✅C2C Inspection
✅Golden Capital Insurance Services
My skills have been developed and shared with my clients with 100% satisfaction and beyond expectation. My core competency lies in client services and was also exposed to different activities that will enhance client relationship management, operations, and training program for quality assurance. If my skills are fit, don't hesitate to message me! I am always available.
Work History
Insurance VA
5.00
Feb 23, 2023
-
Mar 2, 2023
Private earnings
Virtual Assistant
Oct 27, 2022
-
Oct 29, 2022
No feedback given
Private earnings
Bulk Upload Products On Shopify
Dec 30, 2021
-
Oct 29, 2022
No feedback given
Private earnings
Website Creation & Content Entry for Classical Musician Websites
Dec 11, 2021
-
Feb 2, 2022
No feedback given
Private earnings
Virtual Assistant to help find photos
5.00
Jul 8, 2021
-
Jul 13, 2021
Freelancer's response
"Thank you, Kelsey!"
Private earnings
Virtual Assistant
5.00
Oct 28, 2019
-
Feb 15, 2021
"Great to work with! Always helpful and timely in delivering work. Reached out to ask for more assignments. Communicative and friendly. Did a great job and would rehire when I have more work. Highly recommend!"
Private earnings
Driver Policy Changes & Binder Review
Jan 4, 2021
-
Present
Job in progress
Private earnings
Ma Carmela Y. has more jobs. Create an account to review them
Portfolio
Skills
- Administrative Support
- Internal Auditing
- Adobe Photoshop
- Canva
- Insurance Document Production
- Vehicle Insurance
- Insurance Agency Operations
- Customer Service
- Presentations
- Google Docs
- Product Listings
- WooCommerce
- Price & Quote Negotiation
- Property Insurance
- Liability Insurance
Hours per week
As Needed - Open to Offers
< 24 hrs response time