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
Jazzlyn L.
B2B Sales Closer | Insurance Lead Generation | Real Estate ISA
Marikina City, Philippines
$10/hr$10 per hour4.9 (69) 203 jobs $200K+ total earnings
🏆Top Rated Since 2015🏆
⭐Top 10% of talent on Upwork⭐
✅ 20 years of experience in Sales, Telemarketing, Business Development and more
✅ High-Level English Communication Skills
✅ Proven Track record in increasing clients’ sales revenue
✅ Sales, Telemarketing, and B2B Development Manager since 2006
🏆MAIN SERVICES OFFERED🏆
✅B2B Sales Closing Specializing in DIGITAL MARKETING & SAAS
✅Real Estate Inside Sales
✅Business Development
✅Real Estate Appointment Setting and Lead Generation
✅ Telemarketing and Outbound Sales
✅B2B and B2C Cold Calling
✅Sales Acquisitions
✅Project Management
✅ Negotiating and Closing Deals
✅Administrative Work
✅General Virtual Assistance
🏆Work Expertise 🏆
✅B2B Cold calling and Appointment Setting
✅B2B Sales Development
✅B2B Lead Generation
✅Generating Leads and Data Scraping
✅B2B and B2C Project Management
✅B2B Sales and Closing
✅Scriptwriting, Project Management, and Strategizing
🏆 Software Expertise 🏆
✅Go High Level
✅Zapier
✅Hubspot
✅Zoho
✅Mojo Dialer
✅Propstream
✅FollowupBoss
✅Firepoint
✅Podio
✅GoDaddy Website Builder
✅Meta Business Ads
🏆Soft Skills🏆
✅Video Editing
✅Canva
✅Social Media Management
✅Tiktok Account Management
✅Facebook Marketing
✅Content Creation
🏆Hard Skills 🏆
✅ Sales Closing
✅ End fo End Sales
✅ Real Estate Inside Sales
✅B2B and B2C Sales
✅Project Management
✅Cold Calling and Outbound Sales
✅CRM Management, Automation, and Integration
✅Discovery Call and Meeting presentation
✅Closing and Negotiating Deals
✅Telemarketing Scriptwriting
✅Sales Process Management
⭐ Work Experiences ⭐
1️⃣Upwork 2015 - Present
➡️Real Estate ISA - Assist Realtors and Real Estate Brokers by contacting and prequalifying homeowners for a buyer or listing appointment.
⭐Worked with companies like ⭐
✅VentureX
✅ Smartly Digital Solutions
✅The SEO Room
✅The Perna Team at Keller Williams ( Novi, MI )
✅Amanda Vang, KW ( San Jose, CA )
✅Liza Dydishka, EXP Realty ( Nashville, TN )
✅Hutch and Howard Team at KW ( Knoxville, TN )
✅Christie’s International Real Estate ( Ramsey, NJ )
⭐⭐SUMMARY ⭐⭐
✅ 10years of Real Estate Cold VA, Cold Calling, Appointment Setting Experience
✅10years of Real Estate ISA experience
✅Expert in generating HIGHLY QUALIFIED listing and buyer appointments
✅Fully scripted and well-trained
✅Familiar with Mike Ferry, Haro Group, YES Masters, and other powerful scripts.
✅Real Estate Influence: Brandon Mulnerin, Jackie Kravitz, Kevin Ward, Deric Lipski and Colton Lindsay, and Brent Daniels (investor side)
✅Can handle lists like Expired, FSBO, Neighborhood Cold Calling, Absentee Owner, Just Sold, Just Listed, Pre-foreclosure, Auction, Old expireds and many others.
✅ 3:5 listing vs appointment ratio and have a great track record in setting quality appointments.
✅ Knows how to prequalify leads to make sure they are motivated and ready to sell or buy properties.
✅Attended coaching webinars like KW-MAPS Basecamp Coaching led by Anna Krueger of Haro Group and Sarah Jahn
✅Have experience calling for Real Estate Teams, offices, investors, and independent realtors.
✅Dialed for Metro Detroit Area in Michigan, South and East Bay Area in California, Beverly Hills CA, North Carolina, Kansas, Maryland, Georgia and Washington DC, New Jersey, New York, Las Vegas, Orange County CA, and Tennessee real estate market.
➡️B2B SALES DEVELOPMENT MANAGER
⭐⭐Handled industries like ⭐⭐
✅ Digital Marketing
✅ SEO
✅ Web Design
✅Credit Repairs
✅Mortgage
✅Real Estate
✅ Insurance
✅Health Insurance
✅ Property Management
✅Telecommunications
✅Staffing and Recruiting
✅ Manufacturing and Retail
✅Hotel and Travel
✅Cleaning Services
✅Home Improvement
✅Health and Wellness
✅Software and Apps
✅IT Services
⭐⭐Tasks and Responsibilities ⭐⭐
✅Cold Call Prospects and set appointments
✅Follow up via text or email, using the CRM
✅Meet clients via Zoom to provide information about our services/products
✅Build Relationships and create proposals
✅Nurture the leads until closing
✅Scriptwriting, CRM Management, App Integrations, Automation and Workflow
✅Training and development
✅Providing Consultation to improve the overall sales process
✅Team Management and Support
2️⃣Acquire Asia Pacific/ Dodo Australia ( 2008 - 2015 )
⭐Sales Representative and Closer ( 2008 - 2009 )⭐
✅Cold Call end users and offer telecommunication services
✅Handle a full sales cycle from opening to closing
✅Gather mode of payment and sign up customers
⭐Sales Team Manager ( 2009 - 2015 )⭐
✅Handle a team of 8 to 10 telemarketers
✅Meet Daily KPIs without compromising the quality
✅Constant sales coaching and mentoring
✅Provide training to ensure telemarketers’ selling skills are honed
3️⃣Epixtar ( 2006 - 2008 )
⭐Reed Business Information⭐
✅Cold Call C-Suite Executives of Fortune 500 Companies to prequalify and offer our magazine subscription designed for their specific industry
⭐Discover Card⭐
✅Cold Call merchants all over the US to offer partnerships and persuade them to accept Discover credit cards as a mode of payment in their store
Princess G.
Commercial insurance professional
Muntinlupa, Philippines
$18/hr$18 per hour5.0 (1) 2 jobs $800+ total earnings
With nearly 17 years of international experience in commercial insurance operations and underwriting, I specialize in delivering high-quality support across diverse markets, including Australia, New Zealand, the U.S., Singapore, and the Philippines. My expertise covers underwriting operations, policy administration, commercial auto, and regulatory compliance, ensuring accuracy and reliability in fast-paced environments. I excel in cross-functional collaboration, consistently enhancing processes to improve efficiency and client satisfaction. If you need a detail-oriented professional who understands the intricacies of insurance and can navigate complex challenges, let's discuss how I can add value to your team and help drive your project to success.
Glenn I.
Property Management VA, Insurance VA, Admin Support & Construction VA
Bukidnon, Philippines
$6/hr$6 per hour4.3 (6) 12 jobs $9K+ total earnings
Property Management & Insurance VA with 10 years of administrative experience.
5 years in Property Management | Buildium Expert | Leasing | Maintenance | Rent Tracking.
Medicare & ACA Expert | Insurance Retention | Agent Onboarding | Contracting | Backend Support.
Experienced with Aetna, Humana, UHC, Wellcare, Zing, Ambetter, Wellabe & HealthSpring.
Skilled in carrier communication, credentialing, follow-ups, compliance & operations.
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