Hire the Best Insurance Agency Operations Specialists
in the Philippines

Insurance operations consultant with extensive experience supporting independent agencies, insurtech startups, and business owners across commercial and personal lines. I specialize in improving policy servicing workflows, back-office efficiency, and insurance system processes—particularly within Applied Epic. Whether you're an agency needing reliable virtual support or a business looking to better understand your insurance needs, I provide practical, accurate, and timely assistance. Services include: Applied Epic workflows and account servicing COIs (ACORD), endorsements, cancellations, and renewals Mortgagee clause updates and lender requirements (e.g., Planet Home Lending) Loss control tracking (initial, follow-up, closure) Business insurance consulting (coverage structure, risk review) Support for insurtech platforms (process mapping, user flow, compliance insight) I bring an operational mindset with a strong grasp of agency needs, systems, and client expectations. Let’s streamline your insurance processes and free up your team to focus on growth.

I am an experienced Insurance Virtual Assistant who delivers exceptional administrative and digital marketing support. I aim to streamline your operations, enabling you to focus on what matters most: retaining current clients, attracting new ones, and growing your business. Let me assist you in achieving success in the following areas: ✨ Administrative Tasks ✨ Insurer Portals. Sending documents to clients ✨ Handling phone calls. Inbound and outbound ✨ Handling claims and ensuring smooth communication between clients and insurers. ✨ Follow up outstanding balance ✨ Sending renewal invitations and checking status ✨ Remittance advice and assisting in unpaid policies. ✨ Updating Process Manuals ✨ Sending Minutes of Meetings ✨ Digital Marketing ✨ Social media management ✨ Canva designs for social media posts, presentations and other materials. ✨ Basic SEO and Email Marketing ✨ Go High Level CRM Management Send me a message and I'll respond ASAP. Let's work together!

Require support for your insurance business? Look no further. Here's what I can offer: ✅ Quoting for Commercial and Personal line of Business ✅ Creating COIs ✅ Generating Acords ✅ Binding ✅ Endorsements ✅ Sending 90D & 60D policies ✅ Creating Invoices With over 10 years in the insurance industry, including 3 years as a trusted Virtual Assistant and Underwriter, supporting MGA Agencies, agents, and brokers, I'm equipped to provide the essential support you need. Insurance Line of Business: ✅ Commercial Insurance Workers Comp, Builder Risk, General Liability, Auto, HOA, Excess, Umbrella, Etc) ✅ Trucking Insurance (Motor Truck Cargo, Physical Damage, Trailer Interchange, Non-Trucking) ✅ Personal Lines Insurance ✅Life Insurance ✅ Health Insurance Agency Management System: ✅ AMS360 ✅ Applied Epic ✅ QQ Catalyst ✅ Indio ✅ Quomation Insurance Carriers: ✅ Progressive ✅ Travelers ✅ Philadelphia Insurance Companies ✅ State Compensation Insurance Fund ✅ Republic Indemnity ✅ Liberty Mutual ✅ Atlas ✅ ICW ✅ Employers ✅ BTIS ✅ ClearSpring ✅ AmTrust ✅ Omaha ✅ Pie Insurance ✅ Berkleynet ✅ Berkshire Guard ✅ Shield ✅ Zenith ✅ Arrowhead ✅ Markel ✅ Compwest ✅ GAIG ✅ Hartford ✅ Method ✅ Paragon ✅ National General ✅ Hartford etc. Document Processing: ✅ AdobeSign ✅ DocuSign ✅ Microsoft Office ✅ Google Suite Email Management: ✅ Outlook ✅ Gmail Messaging & Communication: ✅ Teams ✅ Slack ✅ Skype ✅ Zoom ✅ WhatsApp Applications & Submissions: ✅ Creating ACORD Forms ✅ Preparing Supplemental Applications ✅ Requesting Loss Runs ✅ Creating Loss Runs Authorization ✅ Quoting in different raters listed below Binding: ✅ Fulfilling binding subjectivities ✅ Creating and issuing invoices Policy Issuance & Servicing: ✅ Sending policy documents to insureds ✅ Cancellation of Policy ✅ Creating Policy ✅ Sending Policy ✅ Endorsement ✅ Creating COIs ✅ Running MVR ✅ Processing policy changes and endorsements ✅ Issuing Certificates/Evidence of Insurance ✅ 90-Day, 60-Day, 30-Day Renewal Emails If my skills align with your needs, don't hesitate to reach out. I'm here to help you. Looking forward to being part of your team! :) Thank you and stay safe, Resyl Rose G. Your Insurance VA

Welcome to my profile! I’m Claire Rellin, an ambitious professional dedicated to high-level organization and measurable results. I’m a firm believer in continuous improvement and goal-oriented growth. With 11 years of deep experience in high-stakes environments, I bring a reliable work ethic and dedication to your business success. 👉Sales 👉 P&C, Commercial Auto Insurance 👉SaaS 👉 Comprehensive background spanning sales 👉Customer service 👉Technical support 👉Retention 👉Complaints/ escalation 👉Billing 👉Appointment setting 👉Data entry/ analysis and administrative 🛠 (NowCerts/Momentum) 🛠 Commercial Auto Insurance Quotations & Raters 🛠 Progressive, Berkshire, Cover Whale, Geico & MGAs Some tools: 🛠 ☎ 💻 🖥 ✔ LinkedIn ✔ Skype to Phone ✔ Ring central ✔ Ring central Meetings ✔ Microsoft Teams ✔ Outlook Office ✔ Microsoft Word ✔ Microsoft Excel ✔ Salesforce ✔ Microsoft PowerPoint ✔ Google Sheets ✔ Google Voice ✔ Hubspot ✔️ Instantly ✔ Google Calendar ✔ Mojo ✔ GoTo If you are looking for a dedicated and proven asset to immediately contribute to your company, let's connect.

I'm an Insurance Operations and Underwriting Support Professional based in Pampanga, Philippines. My career has been built in U.S. insurance processing, where I've developed deep expertise in the full policy lifecycle — from quoting and binding through endorsements, renewals, cancellations, reinstatements, and loss run requests across multiple lines of business. With over 4 years of experience as an insurance support specialist, I focus on various insurance line of businesses, managing all aspects of the policy process. My expertise in various coverages enable me to provide clients with tailored solutions that meet their specific needs, ensuring comprehensive protection for their businesses. I also have strong administrative skills, handling data entry, and other essential back-office tasks that ensure smooth operations. I thrive in fast-paced environments and excel at multitasking to meet deadlines while delivering high-quality service. Key strengths include: Commercial and Personal Insurance Expertise Policy Issuance, Binding & Endorsements Client Relations & Customer Service Administrative Support & Data Entry Detail-Oriented & Process-Driven Whether you're looking for someone to handle your commercial or personal lines policies or require dependable administrative support, I’m here to provide efficient, reliable, and personalized solutions. Let's connect to discuss how I can help simplify your insurance needs and add value to your team.

Insurance VA specializing in ACA enrollments, retention, and sales support using HealthSherpa and Ringy. Roofing Estimator skilled in roof measurements, report analysis, and estimating via RoofGraf and Xactimate. GoHighLevel (GHL) automation expert handling lead management, agent onboarding, and customer follow-ups. Proficient in AI-assisted workflows, Google Workspace, Excel, Mondaycom, and Slack to deliver fast, accurate results.