Dave Q.

Insurance Personal & Commercial Lines/Insurance Agency

Hi, I'm Dave, a top-rated insurance specialist for personal and commercial lines. I assist insurance agents and producers across multiple states, including Washington, Wisconsin, California, and more, in achieving their goals and streamlining their operations by reducing insurance administrative tasks. With my expertise and knowledge in the insurance industry, I provide unparalleled service to ensure smoother and more efficient business operations. What I can offer: INSURANCE ADMIN/CSR/SPECIALIST/UNDERWRITER: -Quoting Commercial & Personal insurance(IBQ Rater,ITC Turbo Rater & EZLynx) -Accord- Creating Binder,Cancellations and Insurance Application -Issuing endorsements -Sending auto ID cards or proof of insurance -Task organizing/workflow implementation -Managing renewal checklists -Insurance Admin and verification -Mortgagee change and Communicate with Mortgagee -Cross-selling policies to customers -Policy Renewal -Remarketing accounts -Policy Analysis -Policy binding -Policy documentation -Deal with carriers and mortgagees -Policy change -Policy Downloads -Policy Cancellation -Client communication Carriers Used: Safeco State Auto Metlife Progressive Stillwater Travelers Allstate Nationwide American Modern Berkshire Guard CatCoverage Hippo Foremost Hanover Cincinatti Vault NBIC/Heritage Hartford Chubb Plymouth Rock Security First Openly Slide Violet Policy National General FMI Loggerhead Insurance CRM/AGENCY MANAGEMENT SYSTEM: Hubspot Nowcerts Insuredmine Guidewire Vero Hawksoft RATER: Ezlynx IBQ Rater ITC Turbo Rater INSURANCE CLAIM MANAGEMENT (HOME & AUTO) -Manage claim until finalization -liaised with vendors(repairer, carriers, third-party carriers& mortgage) -Settle payment to vendors, third party and insured -Manage claim acceptance and denial -Review policy coverage -Provide customer service to insured/customer phone and email -File document OTHERS: -Customer support/service -Data Entry -Multitasking Please feel free to send me a message, and I'll be sure to get back to you as soon as possible. I'm excited about the opportunity to work with you and look forward to hearing from you soon. Let's collaborate and achieve great things together!