Hire the Best Liability Insurance 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

Good day! I have a 4 years of experience in Personal Injury Law I am dedicated Pre-Litigation Case Manager specializing in providing Paralegal services to Personal Injury Law Firms remotely. I specialize in: - opening claims - medical record requests - billing verification - update on client’s case - handling Property Damages - medical package/exhibits and demand letters - lien negotiations and reductions - subrogation - intake calls - file management and data entry In Addition, I do have experience in different types of Legal CRM such as Filevine, CasePeer, Clio, Needles and Litify. I am well-equipped to handle the demands of Personal Injury Case Management and always eager to broaden my knowledge to acquire new skills. Let's connect and discuss how my expertise can contribute to the success of your Personal Injury Law Firm. Thank you and take care!

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.😉

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