Hire the Best Insurance Coverage Analysis Specialists
in the Philippines

I have 48 months of experience, specializing in data entry, admin assistance, insurance verification, benefits coordination, prior authorization for medical, paramedical, and dental services. With a strong background in customer service (sales, customer retention, billing, troubleshooting) and technical support, I bring a versatile skill set and proficiency in industry tools. ▪︎ Expertise in insurance verification, Prior Authorization, Benefits Coordination (medical, dental, paramedical) ▪︎ Proficient in using Eaglesoft, OpenDental, Noterro, JaneApp, and other CRMs ▪︎ Strong communication and customer service skills ▪︎ Technical troubleshooting and problem-solving ▪︎ Effective time management and multitasking abilities ▪︎ Conflict resolution and de-escalation techniques ▪︎ Organized with strong data management skills

Curious how I can help your business? 🕐Cost-Effective & Tech-Savvy 💻High Speed Internet & Equipment 🛡Time Zone & Data Security ⚡️ Timely delivery ✅ What I do best 📩 Email management & professional follow-ups 🧾 Invoice & payment follow-ups 📞 Front desk / receptionist support 📋 Admin support & data entry 💬 Social media engagement & message handling 🛡 Insurance platforms I’ve worked with ✔ Mercury Insurance ✔ EZLynx ✔ HealthSherpa ✔ Aegis ✔ And more insurance systems & CRMs 🛠 Tools I use ⚙️ Workiz 📄 Invoice2go 📧 Gmail 💬 Slack 📄 Copper 📆 Asana 📝 Google Docs 📊 Excel 📣 Meta Business Suite ✨ Why clients work with me ✔ Detail-oriented & organized ✔ Clear, professional communication ✔ Fast learner, minimal supervision ✔ Reliable follow-through If you’re looking for a VA who understands insurance workflows, follows up with clients, and keeps operations running smoothly — let’s work together.😉

INSURANCE ANALYST I've worked as an Account Analyst for 7 years and 5 years as a Team Leader in an office based BPO company in the Philippines under US Personal Lines insurance. 7 years experience in processing endorsements, quotes, cancellation, cancel rewrite of policies for different LOB's including Homeowners, Auto, Collections and Excess Liability policies. I am also knowledgeable in processing inspection reports for Homeowners policies. I have handled VIP and Premium accounts that includes complex requests and processes. I am also knowledgeable in Commercial Lines insurance for small businesses processing New Business and Renewal invoice and preparing quotes from different carriers. I am also experienced in doing inventory and productivity reports, email management, triaging, work distribution, capacity analysis and projection, process review and presentation. I have supervised a Team for more than 4 years and I am also experienced in coaching and motivating a team. I have also handled some process improvement project like AHT re-baselining and Error reduction. I am very hardworking and motivated. I am trainable and can easily learn a process with minimal supervision. I always give my best in every work that I am doing.

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.

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

Hi, I’m Jeff, a Personal Lines Insurance VA with experience supporting US-based insurance agencies in servicing and quoting, working directly with agents or supporting account managers. I handle high-volume backend insurance operations with accuracy and efficiency, ensuring nothing gets missed. I don’t just complete tasks, I take ownership of the backend and become a reliable support system so your team can stay efficient and focused on clients. This allows agents to focus on growing their book of business while I keep operations running smoothly. I also bring over 6 years of experience in customer and technical support, which strengthens my ability to communicate clearly, handle client interactions, and perform well in fast-paced environments. Here’s how I can support your agency: SERVICING TASKS • I create and issue Evidence of Insurance (EOI) accurately and on time. • I download and send Auto ID cards, Declaration (Dec) pages, and other policy documents to requesters promptly. • I process endorsements and policy change requests by following the agency's processes with high accuracy to ensure all details are correct before submission. • I review endorsement downloads from carriers to check if what was processed is correct based on source documents, then update internal records following the format set by the agency to avoid discrepancies and maintain accurate records. • I prepare ACORD 35 forms for e-signature and process policy cancellations, ensuring proper documentation and workflow compliance. • I process real-time payments while maintaining PCI compliance and handle billing-related inquiries. • I take inbound and make outbound calls to coordinate directly with insureds, banks, mortgage companies, carriers, and underwriters to ensure timely resolution of requests. QUOTING TASKS • I review expiring policies, check renewal increases, and if there is a 30% increase in the premium, I flag it to account managers to review changes in risk or coverage for possible remarketing before sending options to the insured to help identify better and more competitive options. • I prepare preliminary information for new and existing business and export data from Applied Epic, then import it into PL Rater or enter it manually to generate accurate quote rates, ensuring complete and correct submissions. • For HO3, I gather information using CAD, Redfin, and Zillow, and obtain details directly from customers to build reliable and accurate quotes. Tools I Use AMS360 · Applied Epic · DocuSign · EZLynx · Gmail · MS Teams · Outlook · PDFfiller · RingCentral · Slack · Vertafore PL Rater · Zoiper · Zoom Thank you for your time. I look forward to the opportunity to connect.