Stephanie E.
Insurance VA | Insurance Operations | Renewals | Processor
Need a 𝙧𝙚𝙡𝙞𝙖𝙗𝙡𝙚 𝙄𝙣𝙨𝙪𝙧𝙖𝙣𝙘𝙚 𝙑𝘼 who can keep your agency running smoothly? 📂✨ 🔥🧑💻 Insurance Support Pro — accurate, organized, and dependable under pressure 📞🤝 Client, Lender & Carrier Follow-Up Expert — keeping requests moving without delays 🕒🔒Time-Sensitive Task Specialist — helping agencies stay on top of deadlines and servicing needs 💡 I help insurance agents, brokers, lenders, and agency owners stay organized, compliant, and on track by handling time-sensitive policy servicing, client requests, renewals, lender updates, and back-office operations with speed and accuracy. 🏆 5 years of experience supporting personal lines insurance for US-based clients and teams. ✅ Why clients trust me with their insurance operations: 👇👇👇 💪 Insurance Operations Secret Weapon — the “go-to” support for busy agencies, brokers, and mortgage-related insurance teams! 💼 🚀 𝙋𝙤𝙡𝙞𝙘𝙮 𝙎𝙚𝙧𝙫𝙞𝙘𝙞𝙣𝙜 & 𝘽𝙖𝙘𝙠-𝙊𝙛𝙛𝙞𝙘𝙚 𝙎𝙪𝙥𝙥𝙤𝙧𝙩 🚀 👉 I handle day-to-day insurance support tasks that keep your agency efficient, responsive, and organized behind the scenes. 🚀 𝙍𝙚𝙣𝙚𝙬𝙖𝙡𝙨, 𝙀𝙣𝙙𝙤𝙧𝙨𝙚𝙢𝙚𝙣𝙩𝙨 & 𝙋𝙤𝙡𝙞𝙘𝙮 𝘾𝙝𝙖𝙣𝙜𝙚𝙨 🚀 👉 From renewals to policy updates, cancellations, reinstatements, and mortgagee changes, I help keep everything accurate, timely, and on track. 🚀 𝙇𝙚𝙣𝙙𝙚𝙧, 𝘾𝙖𝙧𝙧𝙞𝙚𝙧 & 𝘾𝙡𝙞𝙚𝙣𝙩 𝘾𝙤𝙢𝙢𝙪𝙣𝙞𝙘𝙖𝙩𝙞𝙤𝙣 🚀 👉 I manage follow-ups, inbound requests, email communication, lender calls, and carrier coordination, so nothing slips through the cracks. 🚀 𝘿𝙤𝙘𝙪𝙢𝙚𝙣𝙩𝙖𝙩𝙞𝙤𝙣, 𝘿𝙖𝙩𝙖 𝙀𝙣𝙩𝙧𝙮 & 𝘼𝙙𝙢𝙞𝙣 𝙎𝙪𝙥𝙥𝙤𝙧𝙩 🚀 👉 I keep records clean, documents organized, systems updated, and servicing requests properly tracked from start to finish. 🚀 𝙋𝙚𝙧𝙨𝙤𝙣𝙖𝙡 𝙇𝙞𝙣𝙚𝙨 𝙄𝙣𝙨𝙪𝙧𝙖𝙣𝙘𝙚 𝙎𝙪𝙥𝙥𝙤𝙧𝙩 🚀 👉 Experienced in supporting: Home Auto Life Health Flood 🚀 𝙏𝙤𝙤𝙡𝙨 & 𝙋𝙡𝙖𝙩𝙛𝙤𝙧𝙢𝙨 𝙄 𝙐𝙨𝙚 🚀 👉 HawkSoft, QuoteRush, EZLynx, Microsoft 365, Outlook, Excel, Word, Formstack, 8x8 Work VoIP, Lightspeed Voice, GoHighLevel, Google Workspace, Google Sheets, Adobe Acrobat, DocuSign, Zoom, Slack, Trello, carrier portals, and more. 🚀 𝙍𝙚𝙨𝙪𝙡𝙩𝙨-𝘿𝙧𝙞𝙫𝙚𝙣 𝙎𝙪𝙥𝙥𝙤𝙧𝙩 🚀 👉 Here’s the kind of value I bring to the table: ► Handled 50+ client requests per week ► Helped reduce turnaround times ► Kept renewals organized and on schedule ► Supported multiple agents at once ► Improved response times through consistent follow-up and accurate processing 𝙄𝙣 𝙨𝙝𝙤𝙧𝙩: I’m your Insurance Agency VA for the tasks that need to be done right and on time—proactive, detail-oriented, efficient, and committed to helping your agency run smoothly. If you need dependable insurance support behind the scenes, let’s connect. 💬 Ready to make your agency more organized, responsive, and efficient? 𝙅𝙪𝙨𝙩 𝙨𝙚𝙣𝙙 𝙢𝙚 𝙖 𝙢𝙚𝙨𝙨𝙖𝙜𝙚 𝙖𝙣𝙙 𝙡𝙚𝙩’𝙨 𝙜𝙚𝙩 𝙨𝙩𝙖𝙧𝙩𝙚𝙙. 🚀
Earnings and projects
Last 6 months ÷ 4.7 months active (since Jun 2026)
Last 6 months: $2.5k
Billed in all: $2,711$2.7k
$1.3k in the last 6 months
Earnings, last 30 days
Skill rankings: Top 17% in Mortgage Agreement
Ranked by MRR among everyone on Upwork with the skill.
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