Hire the Best Insurance Coverage Analysis Specialists
in the Philippines

Insurance Virtual Assistant specializing in Property & Casualty (P&C) insurance support, insurance quoting, policy servicing, Certificate of Insurance (COI) processing, CRM management, and customer service. I help insurance agencies streamline their daily operations by providing reliable back-office support, accurate data management, and exceptional client service. My goal is to reduce administrative workload so agents can focus on growing their business and serving their clients. With experience supporting insurance operations, I provide organized, detail-oriented, and dependable assistance throughout the policy lifecycle—from quoting and policy servicing to documentation and client communication. ### Services I Provide **Insurance Quoting** * Enter client information into rating platforms * Generate and compare quotes from multiple carriers * Prepare professional quote summaries * Review coverage options and eligibility requirements **Policy Servicing** * Process endorsements and policy changes * Handle address changes and mortgagee updates * Add or remove Additional Insureds * Process Certificates of Insurance (COIs) * Support policy renewals and maintenance **CRM & Agency Management** * Maintain accurate client records in QQ Catalyst | Applied Epic * Update policy and contact information * Track renewals and follow-up activities * Log client communications * Organize agency files and documentation **Customer Service** * Email, phone, and chat support * Policy status updates * Carrier follow-ups * Appointment scheduling * Professional client communication **Administrative Support** * Insurance data entry * Microsoft Excel & Google Sheets * Document management * Workflow documentation * Quality control * Calendar and email management ### Software & Tools • QQ Catalyst • Applied Epic • EZLynx Rater • Vonage Business Softphone • Microsoft Excel • Google Sheets • Microsoft Outlook • Gmail • Microsoft Word • Google Workspace • Canva ### Why Work With Me? ✔ Detail-oriented and highly organized ✔ Accurate and efficient insurance data entry ✔ Strong communication and customer service skills ✔ Reliable administrative and back-office support ✔ Fast learner who adapts quickly to agency workflows ✔ Professional, dependable, and committed to confidentiality ### Portfolio **Insurance Virtual Assistant Workflow Case Study** My portfolio showcases a professionally designed case study demonstrating an end-to-end insurance agency workflow, including: • Insurance Quoting • Policy Servicing & Endorsements • Certificate of Insurance (COI) Processing • CRM Management (QQ Catalyst) • Insurance Rating (EZLynx Rater) • Customer Communication • Documentation & File Management The project demonstrates my ability to support insurance agencies with organized workflows, accurate documentation, efficient communication, and dependable administrative support. If you're looking for a reliable Insurance Virtual Assistant who can help improve efficiency, maintain accurate records, and provide excellent client support, I'd love the opportunity to work with your agency.

With a dedicated 3-year track record in Insurance Verification and Revenue Cycle Management, I provide high-level support to healthcare providers looking to streamline their front-end operations. My expertise lies in navigating complex payer portals, deciphering intricate benefit plans (HMO, PPO, EPO, and Indemnity), and securing timely authorizations to prevent service delays. I am committed to accuracy, HIPAA compliance, and maintaining the integrity of patient data so that your medical team can focus entirely on patient care. Core Competencies: ✅Strategic Verification: Proven ability to handle high-volume verification queues (50+ per day) while maintaining a 98% accuracy rate. ✅Revenue Protection: Expert in identifying 'hidden' coverage details that prevent costly billing errors. ✅Technical Proficiency: Experienced in various EHR platforms and major insurance portals (Availity, UnitedHealthcare, Cigna, etc.). ✅Communication: Fluent in professional English, providing clear updates to both clinical staff and insurance representatives.

Dedicated and detail-oriented insurance professional with 2 years of experience specializing in both Personal and Commercial Lines. Proven ability to manage data processing tasks efficiently while maintaining high standards of accuracy and client service. Skilled in administrative support, time management, and effective communication, with a strong ability to adapt to changing priorities in fast-paced environments.

Currently a freelance Virtual Assistant who handled various tasks with data entry, data research, commercial insurance policies (quoting, binding and servicing) and backoffice. Senior Customer Service Representative with 7+ years of experience in fast-paced call center environment. Skilled at transforming customer feedback into actionable insights that drive revenue, increase customer loyalty, and improve processes.

Professional Insurance Specialist with 7+ Years of Work Experience in Personal and Commercial Lines Insurance. A highly competent and experienced virtual assistant who can support your business needs and assist you in reaching your objectives. ⭐A top-trainee from a VA agency, with a perfect 5 star rating from brokers and agents.⭐ 🏆Proficient in Applied Epic, EzLynx, AMS360 and Applied TAM🏆 ✔️ S1 - Application - Creating new accounts or prospects in AMS / Filling out acord forms, supplementals, and other docs for New Clients/Prospects/Leads - Send email or text to insured for info / Send apps to broker or MGA or carrier to process quoting via email or fax / Follow up via email or text - Attach apps or initials to AMS or file storage system / Downloading apps from email or carrier's website / Updating activity or suspense or adding notes in AMS - Completing complex application requests / Contacting carrier via chat support ✔️ S2 - Quoting - Quoting personal or commercial account through agency or carriers' website / Completing RCE - Send quote or proposal to insured or to broker or 3rd party via email or fax / Follow up via email or text regarding quote - Downloading quotes from email or carrier website and attach to AMS or file storage system / Updating activity or suspense or Adding notes in AMS - Creating Quote Proposal / Creating Quote Comparison / Updating Quoting Tracker / Completing complex quoting request / Contacting carrier via chat support ✔️ S3 - Binding - Sending binding docs to insured for signature or Esign / Send to MGA or carriers to bind / Send to broker for confirmation or review / Requesting binding docs or requirements / Putting Esign of broker to binding docs / Follow up via email or text ✔️ S4 - Policy Issuance / Policy Retrieval - Add new or renew policy or LOB on AMS including general policy info, coverages and limits - Requesting policy from MGAs or carriers or 3rd party / Send policy or dec to insured or broker or 3rd party via email or fax / Follow up via email or text - Downloading policy or dec page from email or carrier's website and attach to AMS or file storage system / Updating activity or suspenses or adding notes in AMS - Completing complex AMS update / Contacting carrier via chat support ✔️ S5 - Servicing - Filling out change request form or acord / Process endorsement through agency or carrier's website - Send endorsement request to MGA or carrier / Send endorsement confirmation doc to insured or 3rd party / Send to broker for review via email or fax / Follow up via email or text - Creating LPR or NLL or request letter to cancel or reinstate a policy / Processing cancellation in carrier's website - Sending LPR or NLL or request letter to insured for signature or esign / Sending signed LPR or NLL to MGA or carrier to cancel policy / Send NOC or reminder to insured / Send email to broker for confirmation or for notification / Follow up via email or text - Creating invoice or payment receipt / Quoting finance agreement / Processing payment in carrier's website / Filling out different payment forms - Filling out or completing any type of certificate (COI, EPI, C105, DB120, Binder, ID Card) - Filling out audit forms / Creating a letter for audit or recommendations / Processing proof of compliance to MGA or carrier's website (including filling out more info regarding the recommendation) - Filling out claims form / Processing claims through website

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.