Jomer S.

Struggling with time-consuming tasks and backend processes that diverts your attention from your core business activities? I GOT YOU! ✅ 5 Years of Solid Experience in Insurance Industry ✅ Underwriting & Agency Support ✅ Commercial, Personal Lines ✅ Tech Savvy Creative ✅ Reliable and Can Work with Minimal Supervision Services I Offer: ⭐ Insurance Underwriting: • New Business and Renewal Rating/Quoting • Process All types of Endorsement • Loss Runs/Claims Analysis • Policy Bind, and Issuance • Policy Dec and Policy Forms Assembly • Providing Quote Proposal • Financial Paraplanning • Life Insurance Quoting ⭐ Insurance Agency: • Commercial Lines Insurance Back-End Operations • Client Servicing • Creating ACORD Forms • Requesting Loss Runs • Requesting Policy Changes and Endorsements • Issuing Certificates /Evidence of Insurance (COI/EOI) and Auto ID • Sending Policy Documents to Insureds • Running MVR ⭐ Agency Management System • Applied Epic • EZLynx • Salesforce • Less Annoying • Assistant Advisor ⭐ Insurance Carriers • Progressive • Travelers • Auto-Owners • Philadelphia Insurance Companies • State Compensation Insurance Fund • Liberty Mutual • Safeco • Hartford • Co/Action • National General ⭐ Application/Software Expertise: • MS Excel • MS Word • PDF ⭐ Email Management • Outlook • Gmail ⭐ Messaging & Communication • Teams • Slack • Skype • Zoom • RingCentral ⭐ Data Processing: • Data Mining • Lead Generation & Extraction • Data Visualization • Data Migration • Data Entry/Typing • Data Cleaning ⭐ Additional Skills: • Insurance Email Marketing • Creating Standard Operating Procedure or Job Aid • Basic Knowledge in Automation (Ezlynx)