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You will get Insurance Quotes for personal lines products: Home, Auto, Landlord, Condo.

Dave Q.Status: Offline
Dave Q. Dave Q.
4.8
Top Rated
Preview image

Let a pro handle the details

Buy Other Admin & Customer Support services from Dave, priced and ready to go.
Dave Q.Status: Offline
Dave Q. Dave Q.
4.8
Top Rated
Preview image

Let a pro handle the details

Buy Other Admin & Customer Support services from Dave, priced and ready to go.

Project details

You will get insurance quotes for personal lines products, home, auto, rental, and other insurance administration works. I can help save your time rather than doing it by yourself.
Project Type
Virtual Assistance, Other
What's included
Service Tiers Starter
$60
Standard
$70
Advanced
$80
Delivery Time 5 days 3 days 2 days
Number of Revisions
012
Optional add-ons You can add these on the next page.
Additional Revision
+$5
4.8
6 reviews
83% Complete
(5)
17% Complete
(1)
1% Complete
(0)
1% Complete
(0)
1% Complete
(0)

MG

Matthew G.
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Mar 17, 2025
Insurance admin thanks

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HC

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Aug 6, 2023
NowCert Review...

AS

Ali S.
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Jun 29, 2021
Looking for a part time CSR for an insurance tech startup

TI

Tipu I.
5.00
Nov 27, 2020
Need Help of an audio Transcriber Thanks for being a good employee, with the messages, being persistent with all the work you did, Thank you for your kind assistance
Dave Q.Status: Offline

About Dave

Dave Q.Status: Offline
Insurance Personal & Commercial Lines/Insurance Agency
100% Job Success
4.8  (6 reviews)
Carcar, Philippines - 5:23 pm local time
Hi, I'm Dave, a top-rated insurance specialist for personal and commercial lines. I assist insurance agents and producers across multiple states, including Washington, Wisconsin, California, and more, in achieving their goals and streamlining their operations by reducing insurance administrative tasks. With my expertise and knowledge in the insurance industry, I provide unparalleled service to ensure smoother and more efficient business operations.

What I can offer:

INSURANCE ADMIN/CSR/SPECIALIST/UNDERWRITER:

-Quoting Commercial & Personal insurance(IBQ Rater,ITC Turbo Rater & EZLynx)
-Accord- Creating Binder,Cancellations and Insurance Application
-Issuing endorsements
-Sending auto ID cards or proof of insurance
-Task organizing/workflow implementation
-Managing renewal checklists
-Insurance Admin and verification
-Mortgagee change and Communicate with Mortgagee
-Cross-selling policies to customers
-Policy Renewal
-Remarketing accounts
-Policy Analysis
-Policy binding
-Policy documentation
-Deal with carriers and mortgagees
-Policy change
-Policy Downloads
-Policy Cancellation
-Client communication


Carriers Used:

Safeco
State Auto
Metlife
Progressive
Stillwater
Travelers
Allstate
Nationwide
American Modern
Berkshire Guard
CatCoverage
Hippo
Foremost
Hanover
Cincinatti
Vault
NBIC/Heritage
Hartford
Chubb
Plymouth Rock
Security First
Openly
Slide Violet Policy
National General
FMI
Loggerhead Insurance


CRM/AGENCY MANAGEMENT SYSTEM:
Hubspot
Nowcerts
Insuredmine
Guidewire
Vero
Hawksoft



RATER:
Ezlynx
IBQ Rater
ITC Turbo Rater


INSURANCE CLAIM MANAGEMENT (HOME & AUTO)

-Manage claim until finalization
-liaised with vendors(repairer, carriers, third-party carriers& mortgage)
-Settle payment to vendors, third party and insured
-Manage claim acceptance and denial
-Review policy coverage
-Provide customer service to insured/customer phone and email
-File document



OTHERS:

-Customer support/service
-Data Entry
-Multitasking


Please feel free to send me a message, and I'll be sure to get back to you as soon as possible. I'm excited about the opportunity to work with you and look forward to hearing from you soon. Let's collaborate and achieve great things together!

Steps for completing your project

After purchasing the project, send requirements so Dave can start the project.

Delivery time starts when Dave receives requirements from you.

Dave works on your project following the steps below.

Revisions may occur after the delivery date.

Quote process

1. Received customer details from the client. 2.Quote it using prefered rater or carrier(with access provided) 3. Provide completed quote to Client.

Review the work, release payment, and leave feedback to Dave.