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You will get Virtual Assistant for Personal Lines Insurance

Dean S.Status: Offline
Dean S.
Preview imagePreview imagePreview image

Let a pro handle the details

Buy Call Center & Calling services from Dean, priced and ready to go.
Dean S.Status: Offline
Dean S.
Preview imagePreview imagePreview image

Let a pro handle the details

Buy Call Center & Calling services from Dean, priced and ready to go.

Project details

You’ll get a highly experienced Virtual Assistant with over 5 years of proven success supporting U.S.-based insurance brokers. I specialize in handling inbound/outbound calls, email communication, and policy coordination for personal lines like Auto, Home, Landlord and Renters, Jewelry, and Umbrella insurance. What sets me apart is my real-world experience working with licensed agents and brokers, offering reliable, accurate, and client-friendly support that protects your time and boosts client retention. Whether it’s answering calls, chasing documents, or coordinating quotes, I make sure your workflow stays smooth and professional.
Purpose
Business
Industry
Business Services & Consulting, Financial Services, Government & Public Sector, Legal, Marketing & Advertising, Real Estate, Telecommunications, Transportation & Automotive
What's included
Service Tiers Starter
$20
Standard
$35
Advanced
$60
Delivery Time 1 day 2 days 3 days
Number of Outbound Calls
0610
Number of Email Sends
61016
Scriptwriting
-
Summary Report
Lead List
-
-
Optional add-ons You can add these on the next page.
Additional Outbound Call (+ 1 Day)
+$5
Additional Email Send (+ 1 Day)
+$3
Dean S.Status: Offline

About Dean

Dean S.Status: Offline
Personal Lines Insurance Specialist | Virtual Assistant | 5+ Yrs Exp
General Trias, Philippines - 6:04 am local time
Are you an insurance agency or broker looking for a reliable, detail-oriented virtual assistant with deep knowledge in U.S. personal lines insurance? I’m Dean – a customer service pro with 5+ years of experience handling Auto, Home, Umbrella, and Property policies for U.S. clients.

I’ve worked closely with insurance agents and brokers to assist their insureds in understanding coverages, endorsements, billing, deductibles, and claims processing. I’ve helped thousands of clients over phone, email, and chat, and I know how to keep policyholders informed, calm, and loyal.

✅ Fast learner, reliable, and available on U.S. hours
✅ Familiar with common CRMs and AMS like Guidewire, Salesforce, and proprietary systems
✅ Can help you handle endorsements, policy reviews, billing disputes, and documentation

Steps for completing your project

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

Delivery time starts when Dean receives requirements from you.

Dean works on your project following the steps below.

Revisions may occur after the delivery date.

Review Broker Workflow & Tools

I’ll go over all the materials, access the systems, and confirm scope with you before we begin.

Set Up Email & Call Templates

I’ll prepare and customize client communications to ensure they match your tone and expectations.

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