You will get Insurance VA for US Agencies - Personal & Commercial Lines
Project details
Hi! I’m Rachel — Your On-Demand Insurance Virtual Assistant
With nearly seven years of experience in Personal Lines and Commercial Lines Insurance, I help agencies boost productivity and increase sales by taking the heavy clerical workload off your plate.
I specialize in quoting, binding, and servicing for both Personal and Commercial Lines, ensuring smooth operations so you can focus on what matters most — closing leads and growing your book of business.
Think of me as your reliable partner behind the scenes: organized, proactive, and fully equipped with insurance support expertise.
If you're looking for a dependable VA who understands the insurance workflow end-to-end, let’s talk. Feel free to book a call with me anytime — I’d love to learn more about your agency and how I can help.
Thank you!
— Rachel
With nearly seven years of experience in Personal Lines and Commercial Lines Insurance, I help agencies boost productivity and increase sales by taking the heavy clerical workload off your plate.
I specialize in quoting, binding, and servicing for both Personal and Commercial Lines, ensuring smooth operations so you can focus on what matters most — closing leads and growing your book of business.
Think of me as your reliable partner behind the scenes: organized, proactive, and fully equipped with insurance support expertise.
If you're looking for a dependable VA who understands the insurance workflow end-to-end, let’s talk. Feel free to book a call with me anytime — I’d love to learn more about your agency and how I can help.
Thank you!
— Rachel
Purpose
BusinessIndustry
Business Services & ConsultingLanguage
EnglishWhat's included
| Service Tiers |
Starter
$56
|
Standard
$240
|
Advanced
$800
|
|---|---|---|---|
| Delivery Time | 1 day | 1 day | 1 day |
Optional add-ons
You can add these on the next page.
Rush Quote
(+ 1 Day)
+$2.50
Rush Service
(+ 1 Day)
+$1.50
5 reviews
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This project doesn't have any reviews.
WO
Woody O.
Feb 3, 2024
Insurance Support Nowcerts, PL Rater, Quoting Specialist
ST
Susie T.
Jan 16, 2024
Need Insurance Agent Admin to assist Agents
GB
Giovanni B.
Sep 4, 2023
Data Entry and Insurance Verification
RM
Ricky M.
Sep 1, 2022
Personal Lines Insurance Virtual Assistant
BK
Brian K.
Dec 14, 2021
Data Entry - Insurance Underwriting
About Rachel
Insurance VA for US Agencies - Personal & Commercial Lines
100%
Job Success
Caloocan City, Philippines - 4:37 pm local time
Core Skills:
• Auto, Home, Umbrella, Renters, RV, Watercraft
• Small Commercial (BOP/GL/Commercial Auto)
• Carrier Portals: Progressive, Travelers, Safeco, NatGen, Allstate
• Rating Platforms: PL Rater, EZLynx, Applied Rater, TurboRater
• CRM/AMS: EZLynx, AMS360, Applied Epic, HawkSoft, QQ Catalyst
• Email support, inbox management, document requests
• Data entry, Excel reporting, admin support
• C2 English, fast learner, detail-oriented, EST/PST available
I bring high accuracy, proactive communication, and strong insurance workflow knowledge to support your agency long-term.
Steps for completing your project
After purchasing the project, send requirements so Rachel can start the project.
Delivery time starts when Rachel receives requirements from you.
Rachel works on your project following the steps below.
Revisions may occur after the delivery date.
I will receive the task from you either from email or CRM
and identify if the task is for quoting or servicing.