Hire the Best Liability Insurance Specialists
in the Philippines

With seven years of progressive experience in the BPO industry, I am a highly organized and motivated team player who possesses strong analytical skills and pays great attention to detail. I am adept at prioritizing tasks and completing them quickly, even when dealing with a constant flow of assignments. Knowledgeable in Insurance Processing - Commercial Insurance. I provide virtual assistance services to licensed agents, brokers, owners of insurance brokerages, and a commercial insurance underwriter to a MGA Agencies. Software : QQ Catalyst, AMS360, Indio Insurances Skills & Experiences : ✓ Applications & Submissions - Creating ACORD Forms - Preparing Supplemental Applications - Requesting Loss Runs ✓ Rating / Quoting - Quoting directly with Carriers - Submitting to Brokers - Creating proposals for Licensed Agent presentation ✓ Binding - Fulfilling binding subjectivities - Creating and issuing invoices ✓ Policy Issuance & Servicing - Sending policy documents to insureds - Running MVR - Processing policy changes and Endorsements - Issuing Certificates of Insurance ✓ Document Processing - Adobe Acrobat - DocuSign - Microsoft Word & Google Docs - Microsoft Excel and Google Sheets ✓ Email Management - Outlook - Gmail ✓ Messaging & Communication - Teams - Slack - Skype - Zoom - RingCentral - Trillian - WhatsApp - Telegram Former companies I worked with outside Upwork : ✓ Accenture (Data Analyst - 4 years) ✓ IBM (Bid Specialist - 3 years) If my skills are fit for you, please feel free to contact me. Happy to serve you :)

I am a U.S. P&C Insurance Operations Manager bridging the gap between traditional policy servicing and modern, technology-driven workflows. With deep expertise across personal and commercial Property & Casualty lines, I lead initiatives that modernize operations, stabilize servicing, and tighten compliance. My dual background in back-office operations and customer-facing environments allows me to identify exactly where operational friction and E&O risks originate. I take full end-to-end ownership of projects, driving workflow assessments, SOP development, and sustainable implementation. I step into environments with undocumented processes and build scalable frameworks for renewals, endorsements, and backlog reduction. Whether you need hands-on execution for workflow cleanup or leadership to build clear operational standards from scratch, I provide delivery ownership rather than just coordination. AIS-certified and execution-focused, I build the structure and accountability needed to future-proof P&C insurance operations.

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

Hi, I’m Exequiel — an experienced Insurance Virtual Assistant with a strong background in underwriting support, customer service, and policy servicing. I help insurance agencies and brokers manage daily operations efficiently by handling quoting, endorsements, renewals, and client communication with accuracy and speed. Here’s what I can do for you: Insurance quoting (commercial & personal lines) Policy servicing (endorsements, cancellations, reinstatements, renewals) ACORD forms and application processing Certificates of Insurance (COI) creation CRM management and documentation Billing support, invoicing, and payment follow-ups Customer support via phone, email, and chat Tools I’ve used: Applied Epic, EZLynx, AMS360, QQ Catalyst, Salesforce, Zendesk, Freshdesk, 8x8 I’m detail-oriented, reliable, and able to work independently with minimal supervision. I make sure tasks are done correctly the first time. If you’re looking for someone who understands insurance workflows and can reduce your workload—I’m ready to help.