Gabrielle Paolo J.

Looking for a hands-on insurance professional who can seamlessly step into your agency and help grow your book of business? With nearly a decade of dedicated experience in account management and agency services, I provide end-to-end support tailored to the unique demands of both Commercial and Personal Lines. I specialize in bridging the gap between agencies, carriers, and clients, ensuring trust, efficiency, and exceptional service delivery. When you partner with me, you get total accountability. All work is completed personally by me to ensure strict quality control and timely delivery on every task. 🛠 Core Capabilities & Expertise Policy Management: Expert in drafting and processing all standard insurance ACORD forms, handling policy amendments, and conducting thorough due diligence for endorsements. Carrier Marketing: Skilled in marketing client insurance quotes to a wide network of insurance carriers to secure the best rates for small to mid-sized risks. Workers’ Compensation: Deep experience gathering and organizing critical information, such as the contractor's license on CSLB, payroll data, FEIN verification, employee classifications, loss runs, XMOD data, and clearing underwriting subjectivities for strict carrier compliance. Project Management: Full-scale, organized operational support to keep your agency running smoothly. 💻 System & Software Proficiency I am highly proficient in modern insurance tech stacks and can adapt to your workflow immediately: Agency Management Systems (AMS) & CRMs: EZLynx, HawkSoft, AMS360, QQCatalyst, OSIS, McCracken Management Systems. Insurance Raters: PL Rating, Pathpoint, Tarmika, Applied Epic, Semsee, and Appulate. Cloud Portfolio Management: MyDisk SQL, OneDrive, Dropbox, Google Workspace / G-Suite, Office 365. 🤝 Why Work With Me? I value teamwork, meticulous organization, and clear, proactive communication. I believe that maintaining complete alignment on expectations is the key to achieving both short-term wins and long-term agency growth. I take pride in addressing concerns professionally before they become problems. P.S. If you’ve made it this far, there’s a good chance we’re the right fit for each other. I would welcome the opportunity to connect and discuss exactly how I can help streamline your operations and grow your book of business.