Patricia May G.
Expert Commercial & Personal Insurance VA CSR
Struggling with time-consuming tasks and backend processes that diverts your team's attention from your core business activities? I GOT YOU! ✅ 5 Years of Solid Experience ✅ Professional Support & Correspondence ADEPT WITH THE FOLLOWING TOOLS & PROCESS: 📍Agency Management System EzLynx NowCerts Applied Epic Agency Zoom Hawksoft 📍Insurance Carriers Progressive Travelers Auto-Owners Westfield West Bend Liberty Mutual Safeco Grange Wayne Mutual Hartford Allstate Geico Foremost American Modern Amtrust National General / Encompass 📍Payment Systems and Financing SimplyEasier EPay Ascend IPFS Stonemark 📍Document Processing AdobeSign DocuSign Microsoft Office Google Suite 📍Email Management Outlook Gmail 📍Messaging & Communication Teams Slack Skype Zoom RingCentral 📍Applications & Submissions Creating ACORD Forms Preparing Supplemental Applications Requesting Loss Runs 📍Rating / Quoting Direct Carrier Quoting EzLynx Rater 📍Binding Fulfilling binding subjectivities Creating and issuing invoices 📍Policy Issuance & Servicing Sending policy documents to insureds Running MVR Processing policy changes and endorsements Issuing Certificates/Evidence of Insurance 90D, 60D, 30D Renewal Solicitations
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $14k
Billed in all: $192,384$192k
$7.1k in the last 6 months
Across 4 contracts
Across 35 contracts
Earnings, last 30 days
Skill rankings: Top 4% in Customer Service
Ranked by MRR among everyone on Upwork with the skill.
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- #6Liability Insurance86 freelancers · 🇵🇭 #4Top 7%🇵🇭#4 of 36
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- #1,381Customer Service37,167 freelancers · 🇵🇭 #553Top 4%🇵🇭#553 of 18,590