You will get A Dedicated Insurance VA | Policy Servicing & Back Office Support
Project details
With 3+ years of insurance experience, I offer dedicated CSR support tailored to your agency’s needs. Unlike generic VAs, I specialize in policy servicing, renewals, AMS management, COIs, and accounting. You get reliable, U.S.-standard back-office support at a fraction of the cost.
Data Entry Type
Data Cleansing, Document Conversion, Online Research, Word ProcessingData Entry Tool
CRM Software, Google Docs, Google Sheets, Microsoft Excel, Microsoft Office, Microsoft WordWhat's included
| Service Tiers |
Starter
$499
|
Standard
$899
|
Advanced
$1,199
|
|---|---|---|---|
| Delivery Time | 30 days | 30 days | 30 days |
Number of Revisions | 1 | 1 | 1 |
Number of Hours of Work | 160 | 160 | 160 |
Formatting & Clean Up | |||
Graph & Table Creation | - | - | - |
Optional add-ons
You can add these on the next page.
Additional Hour of Work
+$10About Zain
Insurance Customer Support | USA Personal & Commercial Lines Support
Rawalpindi, Pakistan - 8:52 am local time
I have spent the last several years working in the customer services and insurance industries, helping agencies with personal and commercial lines support. Most of my work has been around policy servicing, renewals, COIs, accounting, and client communication, making sure things get done quickly and accurately so agents can focus on sales and relationships.
I am comfortable using Applied Epic, AMS360, GoHighLevel and AgencyZoom, along with everyday tools like Microsoft Office. Whether it’s managing homeowners and auto policies, setting up workflows, or keeping client records clean and organized, I know how to keep things running smoothly behind the scenes.
My background also includes customer service and administrative support, which means I’m used to juggling multiple tasks, solving problems on the go, and keeping both clients and teams satisfied.
Here’s where I can help you most:
𝐇𝐨𝐦𝐞𝐨𝐰𝐧𝐞𝐫𝐬 𝐈𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞: quoting, endorsements, and renewals
𝐀𝐮𝐭𝐨 𝐈𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞: policy servicing through agent portals
𝐂𝐮𝐬𝐭𝐨𝐦𝐞𝐫 𝐒𝐞𝐫𝐯𝐢𝐜𝐞: fast, reliable, and client-focused support
𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴: Applied Epic/AMS360 Accounting, Carrier Statement Reconciliation
𝗗𝗮𝘁𝗮 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀: reviewing reports and client data for insights and accuracy
𝐂𝐑𝐌 & 𝐀𝐌𝐒 𝐓𝐨𝐨𝐥𝐬: Applied Epic, AMS360, AgencyZoom
𝗔𝗱𝗺𝗶𝗻 𝗦𝘂𝗽𝗽𝗼𝗿𝘁: documentation, reporting, and back-office tasks
If you’re looking for someone dependable who understands how insurance agencies work and can jump right in, I’d love to connect.
Steps for completing your project
After purchasing the project, send requirements so Zain can start the project.
Delivery time starts when Zain receives requirements from you.
Zain works on your project following the steps below.
Revisions may occur after the delivery date.
Onboarding & Service Setup
I’ll collect required details, set up Agency Management System access, review client/policy data, organize workflows, and start servicing accounts (emails, renewals, COIs, reports) while keeping you updated regularly.