Hire the Best Insurance Agency Operations Specialists
in India

Are you stuck with cliams? Don't worry I will help you to get your claim amount into your account in no time. I am very fast in processing, I assure 99% accuracy and more then 100% productivity. I help individuals/company to assist with reimbursement from Insurance company, I successfully completed 2 projects where the critical claims are solved with my support. Well versed in all type of insurance work of Commercial and Personal Lines. Like New submissions, Indexing, Quoting, Binding, Invoicing, Premium financing, Policy Issuance, Loss Runs, Endorsements, Cancellations and Renewals. I have great knowledge of all type of coverages like Auto Insurance, Workers comp, Property, Homeowners, Dwelling, Umbrella, General Liability, Builders Risk, Cyber Insurance, Events Policy. I can also work with Claims I worked with the Insurance companies like State Farm, Allstate, Nationwide, Travellers, Liberty Mutuals. I am an MBA and BFSI was my domain, so I have sound knowledge in Insurance Industry.

As the owner of a thriving BPO agency, I lead a dynamic team of over 25 dedicated agents, and our commitment to excellence sets us apart in the industry. With a comprehensive range of services, we have become a one-stop solution for businesses seeking exceptional support. Our customer service division is at the heart of what we do, ensuring unparalleled client satisfaction. Whether it's inquiries, assistance, or issue resolution, our team excels in delivering top-tier support. In addition to customer service, we specialize in data entry, guaranteeing precision and efficiency in handling critical data. Our virtual assistant services provide clients with invaluable administrative support, allowing them to focus on their core operations. Our agency is not just about numbers; it's about the value we bring to our clients. We are dedicated to optimizing their operations and supporting their growth.

PROFESSIONAL SUMMARY Dynamic Operations Leader with over 14 years of comprehensive experience, including more than 6 years in Insurance KPO operations, specializing in process excellence, client servicing, and people management. Expertise in leading multiagency teams to streamline processes and enhance quality through innovative automation and data-driven strategies. Recognized for strong leadership skills, ownership of processes, and a commitment to cultivating a culture of continuous learning and accountability. Proven track record of driving operational improvements that align with organizational goals and elevate client satisfaction. SKILLS * Operational Excellence * Property & Casualty Insurance - US (Personal and Commercial Lines) * Automation & Workflow Optimization * Team Mentorship & Capability Building * Feedforward & Coaching Conversations * Client Communication & Escalation Handling * Data-Driven Decision Making * Advanced Excel Reporting & Dashboarding

Highly organized and detail-oriented Virtual Assistant with 6+ years of experience supporting the commercial insurance industry. Skilled in Processing Certificates of Insurance, Loss Runs & Daily Downloads and passionate about providing exceptional customer service. Adept at streamlining workflows and increasing efficiency, freeing up professionals to focus on core business activities. Key Skills: Commercial Insurance Knowledge: Understanding of commercial insurance policies, coverages, and quoting procedures. Client Relationship Management (CRM) Proficiency: Expertise in using various CRM software, including AMS360, Ezlynx, Applied Epic, NowCerts, Ecerts, CSR24, QQ Catalyst, Hawksoft and Salesforce to manage client data, track interactions, and generate reports. Policy Processing and Data Entry: Ability to accurately process insurance applications, renewals, endorsements, Certificates of Insurance, and Loss Runs, ensuring data integrity. Data Management: Skilled at handling daily downloads from multiple carriers (55 carriers), including well-known carriers like Travelers, The Hartford, Chubb, Liberty Mutual, Nationwide, Progressive, CNA, GUARD and SAIF ensuring data accuracy and completeness. Quoting: Experience in quoting all lines of coverage, completing Acord forms and supplementals. Communication and Customer Service: Excellent written and verbal communication skills, with a focus on providing professional and friendly service to clients. Organization and Time Management: Demonstrated ability to prioritize tasks, meet deadlines, and maintain a well-organized workspace. Technical Skills: Proficiency in using various computer software and applications, including Microsoft Office Suite and specific industry software (e.g., AMS360, EzLynx, Applied Epic, NowCerts, etc.).

Insurance Virtual Assistant with over 4 years of experience supporting U.S. insurance agencies in both Personal Lines and Commercial Lines operations. My experience includes handling Certificates of Insurance (COIs), policy servicing, claims support, client communication, and CRM management. I have worked closely with agency teams to ensure accurate documentation, timely follow-ups, and efficient processing of insurance-related tasks. I am comfortable managing client communication, maintaining organized records, and supporting day-to-day agency operations remotely. Core Experience: • Personal & Commercial Lines Insurance Support • Certificates of Insurance (COI) Processing • Claims & Policy Servicing • Client Communication & Follow-ups • CRM & Administrative Support • Handled US MULTIPLE AGENCIES, helped them to grow and managed there sales Additional Skill : * Advisor at Medical Process for UK (handled UK Patients, Booking Appointments, handled Complaints * Achieved Knowledge AMS 360, Epic, CRM, AI Integration. * Connecting with Payers (Medicare, Aetna Etc) for patient's Insurance benefit verification. I am detail-oriented, reliable, and committed to providing professional support that helps agencies operate smoothly and efficiently. I also have a professional recommendation from a previous client available on my LinkedIn profile.

I am an expert insurance CSR and worked for multiple insurance clients over the years. Having served insurance industry for so long I understand all processes inside out. I have worked with many insurance clients and helped them in areas like policy rating, endorsement processing, maintaining/cleaning up insured data in agency management system. I have worked with many underwriters, MGAs, TPAs, brokers and independent agents. I understand your needs and I streamline your process while you can work on focusing your attention to more important work. My expertise is in:- - Insurance Admin Support/CSR - Policy quoting personal & commercial - Policy change processing - Commercial trucking admin - Dispatch assistant - CRM Migration expert - Binder and policy issuance Agency management system I have experience in: - BindHQ - AMS360 - Hawksoft - Applied Epic - InsuredMine - Ezlynx - Nexsure I am open minded and open to learning new things. My ultimate goal is to provide 100% client satisfaction so you don't have to worry about your work. Feel free to contact me with any questions you might have.