Aera E.

Professional Insurance Specialist with 7+ Years of Work Experience in Personal and Commercial Lines Insurance. A highly competent and experienced virtual assistant who can support your business needs and assist you in reaching your objectives. ⭐A top-trainee from a VA agency, with a perfect 5 star rating from brokers and agents.⭐ 🏆Proficient in Applied Epic, EzLynx, AMS360 and Applied TAM🏆 ✔️ S1 - Application - Creating new accounts or prospects in AMS / Filling out acord forms, supplementals, and other docs for New Clients/Prospects/Leads - Send email or text to insured for info / Send apps to broker or MGA or carrier to process quoting via email or fax / Follow up via email or text - Attach apps or initials to AMS or file storage system / Downloading apps from email or carrier's website / Updating activity or suspense or adding notes in AMS - Completing complex application requests / Contacting carrier via chat support ✔️ S2 - Quoting - Quoting personal or commercial account through agency or carriers' website / Completing RCE - Send quote or proposal to insured or to broker or 3rd party via email or fax / Follow up via email or text regarding quote - Downloading quotes from email or carrier website and attach to AMS or file storage system / Updating activity or suspense or Adding notes in AMS - Creating Quote Proposal / Creating Quote Comparison / Updating Quoting Tracker / Completing complex quoting request / Contacting carrier via chat support ✔️ S3 - Binding - Sending binding docs to insured for signature or Esign / Send to MGA or carriers to bind / Send to broker for confirmation or review / Requesting binding docs or requirements / Putting Esign of broker to binding docs / Follow up via email or text ✔️ S4 - Policy Issuance / Policy Retrieval - Add new or renew policy or LOB on AMS including general policy info, coverages and limits - Requesting policy from MGAs or carriers or 3rd party / Send policy or dec to insured or broker or 3rd party via email or fax / Follow up via email or text - Downloading policy or dec page from email or carrier's website and attach to AMS or file storage system / Updating activity or suspenses or adding notes in AMS - Completing complex AMS update / Contacting carrier via chat support ✔️ S5 - Servicing - Filling out change request form or acord / Process endorsement through agency or carrier's website - Send endorsement request to MGA or carrier / Send endorsement confirmation doc to insured or 3rd party / Send to broker for review via email or fax / Follow up via email or text - Creating LPR or NLL or request letter to cancel or reinstate a policy / Processing cancellation in carrier's website - Sending LPR or NLL or request letter to insured for signature or esign / Sending signed LPR or NLL to MGA or carrier to cancel policy / Send NOC or reminder to insured / Send email to broker for confirmation or for notification / Follow up via email or text - Creating invoice or payment receipt / Quoting finance agreement / Processing payment in carrier's website / Filling out different payment forms - Filling out or completing any type of certificate (COI, EPI, C105, DB120, Binder, ID Card) - Filling out audit forms / Creating a letter for audit or recommendations / Processing proof of compliance to MGA or carrier's website (including filling out more info regarding the recommendation) - Filling out claims form / Processing claims through website