Joannaver C.
Personal & Commercial Insurance Virtual Assistant // QA Specialist
Experienced Senior Customer Experience and Insurance Operations professional with 8 years of work-from-home experience supporting U.S. insurance brokerage firms in personal and commercial lines. Skilled in customer service, sales, policy administration, quoting, endorsements, binding, documentation, and back-office operations. Known for being detail-oriented, organized, efficient, and committed to delivering excellent client service. Proficient in EZLynx, NowCerts, Applied Epic, Agency Matrix, and AMS 360, with experience working across numerous personal and commercial insurance carriers. Services include data gathering, policy rating and quoting, endorsement processing, policy filing, binding, invoicing and collections, cancellations, certificates of insurance, client follow-ups, and various administrative and ad hoc tasks. SKILLED IN (Tools I have been using to provide excellent output): EZLynx NowCerts Applied Epic Agency Matrix Ams 360 Carriers Used: Safeco Progressive Cincinnati All State Travelers Auto Owners Appalachian State Auto Aegis American Modern Foremost Argenia NCIP Metlife Hanover United Home California Fair Plan Lemonade Nationwide Hartford Guard Kemper Geovera Selective MSA National General Clearcover AAA Amshield These are the services I offer: - Data gathering - Policy rating/quoting - Endorsement processing - Policy filing and documentation - Binding - Invoicing and collections - Cancellations - Certificates/Evidence of Insurance - Client follow-ups - Ad hoc tasks
Earnings and projects
Last 6 months ÷ 6
Read daily since Nov 5, under 30 days
Billed in all: $13,545$14k
$4.1k in the last 6 months
Earnings, last 30 days
Tracked from Nov 5, 2026.
Skill rankings: Top 8% in Data Entry
Ranked by MRR among everyone on Upwork with the skill.
- #14Insurance Document Production83 freelancers · 🇵🇭 #11Top 17%🇵🇭#11 of 44
- #26Property Insurance186 freelancers · 🇵🇭 #16Top 14%🇵🇭#16 of 95
- #26Insurance Agency Operations166 freelancers · 🇵🇭 #13Top 16%🇵🇭#13 of 77
- #26Vehicle Insurance144 freelancers · 🇵🇭 #18Top 18%🇵🇭#18 of 90
- #54Insurance435 freelancers · 🇵🇭 #26Top 12%🇵🇭#26 of 193
- #71Quality Audit572 freelancers · 🇵🇭 #38Top 12%🇵🇭#38 of 257
- #395Customer Experience2,788 freelancers · 🇵🇭 #166Top 14%🇵🇭#166 of 1,061
- #1,059Sales9,827 freelancers · 🇵🇭 #391Top 11%🇵🇭#391 of 3,672