Hire the Best Liability Insurance Specialists
in the Philippines

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

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.

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 - Preparing docs or any requirements for binding new business accounts (ex. filling out TCF, Part C, TRIA , supplemetals or other required docs) / Process binding through agency or carrier's website - 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 - Downloading binding docs from email or carrier's website and attach to AMS or file storage system / Attach Carco inspection to AMS / Updating activity or suspenses or adding notes in AMS - Preparing CARCO Inspection / Completing complex binding request / Contacting carrier via chat support ✔️ 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) - Preparing docs or any requirements for binding renewal (ex. filling out renewal acords or supplemental, TCF, Part C, TRIA or other required docs) / Process renewal binding through agency or carrier's website - Filling out claims form / Processing claims through website

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.

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'm an Insurance Operations and Underwriting Support Professional based in Pampanga, Philippines. My career has been built in U.S. insurance processing, where I've developed deep expertise in the full policy lifecycle — from quoting and binding through endorsements, renewals, cancellations, reinstatements, and loss run requests across multiple lines of business. With over 4 years of experience as an insurance support specialist, I focus on various insurance line of businesses, managing all aspects of the policy process. My expertise in various coverages enable me to provide clients with tailored solutions that meet their specific needs, ensuring comprehensive protection for their businesses. I also have strong administrative skills, handling data entry, and other essential back-office tasks that ensure smooth operations. I thrive in fast-paced environments and excel at multitasking to meet deadlines while delivering high-quality service. Key strengths include: Commercial and Personal Insurance Expertise Policy Issuance, Binding & Endorsements Client Relations & Customer Service Administrative Support & Data Entry Detail-Oriented & Process-Driven Whether you're looking for someone to handle your commercial or personal lines policies or require dependable administrative support, I’m here to provide efficient, reliable, and personalized solutions. Let's connect to discuss how I can help simplify your insurance needs and add value to your team.