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You will get a Virtual Assistant for Insurance Agency
Project details
Strategic Insurance Agency Support: 6+ Years of Experience
With over 6 years of specialized experience in both Personal and Commercial lines, I provide comprehensive administrative support that allows your producers to focus on selling. I require no training on industry-standard software and can step into your workflow immediately.
Comprehensive Policy & Agency Management
I handle the full lifecycle of your agency's back-office operations, including:
Certificates of Insurance: Processing COIs, creating master templates, and managing endorsements per certificate holder needs.
Policy Maintenance: Processing policy changes, endorsements, renewals, Notices of Cancellation (NOCs), and reinstatements with high attention to detail.
Loss Runs: Pulling/requesting loss runs.
Quoting & Applications: Proficient in commercial ACORDs and quoting all coverages with major carriers: Progressive, Nationwide, GUARD, BHHC, BTIS & Travelers.
Technical Proficiency & Systems
Agency Management Systems (AMS): AMS360, Applied Epic, EZLynx, Salesforce, NowCerts, and HawkSoft.
Productivity Tools: DocuSign, Formstack.
Communication:
I have extensive experience communicating via phone, email, and chat.
With over 6 years of specialized experience in both Personal and Commercial lines, I provide comprehensive administrative support that allows your producers to focus on selling. I require no training on industry-standard software and can step into your workflow immediately.
Comprehensive Policy & Agency Management
I handle the full lifecycle of your agency's back-office operations, including:
Certificates of Insurance: Processing COIs, creating master templates, and managing endorsements per certificate holder needs.
Policy Maintenance: Processing policy changes, endorsements, renewals, Notices of Cancellation (NOCs), and reinstatements with high attention to detail.
Loss Runs: Pulling/requesting loss runs.
Quoting & Applications: Proficient in commercial ACORDs and quoting all coverages with major carriers: Progressive, Nationwide, GUARD, BHHC, BTIS & Travelers.
Technical Proficiency & Systems
Agency Management Systems (AMS): AMS360, Applied Epic, EZLynx, Salesforce, NowCerts, and HawkSoft.
Productivity Tools: DocuSign, Formstack.
Communication:
I have extensive experience communicating via phone, email, and chat.
Purpose
BusinessLanguage
EnglishWhat's included $1,000
These options are included with the project scope.
$1,000
- Delivery Time 30 days
- Number of Revisions 20
- Number of Hours of Work 120
Frequently asked questions
3 reviews
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FB
Ferris B.
Sep 5, 2025
Virtual Assistant for Commercial Insurance Support
I had a great experience working with this freelancer based in India. He was professional, reliable, and consistently delivered quality work on time. His strong understanding of the tasks, attention to detail, and ability to adapt quickly made the project run smoothly. Communication was clear throughout, and he was proactive in asking the right questions to ensure accuracy. I would be happy to work with him again and recommend him to others looking for dependable support.
DN
Daniel N.
Apr 30, 2025
Customer Service Rep
MS
Matthew S.
Feb 25, 2025
Insurance customer Service representative VA
Tarun would probably work well with significant management of his time and work. He wasn’t very capable of working independently.
About Tarun Kumar
Commercial Insurance - Costumer Service Representative
100%
Job Success
Visakhapatnam, India - 3:37 pm local time
Key Skills:
Commercial Insurance Knowledge: Understanding of commercial insurance policies, coverages, and quoting procedures.
Client Relationship Management (CRM) Proficiency: Expertise in using various CRM software, including AMS360, Ezlynx, Applied Epic, NowCerts, Ecerts, CSR24, QQ Catalyst, Hawksoft and Salesforce to manage client data, track interactions, and generate reports.
Policy Processing and Data Entry: Ability to accurately process insurance applications, renewals, endorsements, Certificates of Insurance, and Loss Runs, ensuring data integrity.
Data Management: Skilled at handling daily downloads from multiple carriers (55 carriers), including well-known carriers like Travelers, The Hartford, Chubb, Liberty Mutual, Nationwide, Progressive, CNA, GUARD and SAIF ensuring data accuracy and completeness.
Quoting: Experience in quoting all lines of coverage, completing Acord forms and supplementals.
Communication and Customer Service: Excellent written and verbal communication skills, with a focus on providing professional and friendly service to clients.
Organization and Time Management: Demonstrated ability to prioritize tasks, meet deadlines, and maintain a well-organized workspace.
Technical Skills: Proficiency in using various computer software and applications, including Microsoft Office Suite and specific industry software (e.g., AMS360, EzLynx, Applied Epic, NowCerts, etc.).
Steps for completing your project
After purchasing the project, send requirements so Tarun Kumar can start the project.
Delivery time starts when Tarun Kumar receives requirements from you.
Tarun Kumar works on your project following the steps below.
Revisions may occur after the delivery date.
Kickoff & Access
We will confirm logins for your AMS (AMS360, Epic, etc.) and carrier portals. You will share your immediate priority list so I can start on the most urgent tasks.
Processing
I work directly in your systems to initiate commercial Acords, quote & bind carriers (Travelers, Progressive, etc.), process COIs, endorsements, and renewals. I handle your full queue and provide updates to confirm all completed tasks.