Shiela Marie S.

𝙉𝙚𝙚𝙙 𝙖 𝙋𝙍𝙊 𝙩𝙝𝙖𝙩 𝙘𝙖𝙣 𝙝𝙞𝙩 𝙩𝙝𝙚 𝙜𝙧𝙤𝙪𝙣𝙙 𝙧𝙪𝙣𝙣𝙞𝙣𝙜? 🚀 4-Year-All-Around Insurance Virtual Assistant 🥇 Seamless Quoting Solutions for Commercial and Personal Lines 💼 Efficient Administrative Support Here are the things you can offload to me 👇🏻 🚀 𝙋𝙊𝙇𝙄𝘾𝙔 𝙈𝘼𝙉𝘼𝙂𝙀𝙈𝙀𝙉𝙏 Wanna chat about streamlining your insurance agency's policy servicing and administration? Let's dive into optimizing your operations and elevating client experiences with top-notch assistance for seamless operation that delivers exceptional service and happy clients at every step! ✅ Here are the responsibilities I can manage for you 👇🏻 • Sending policy documents to insureds • Cancellation of Policy • Creating Policy • Sending Policy • Endorsement • Creating COIs • Running MVR • Processing policy changes and endorsements • Issuing Certificates/Evidence of Insurance ⚡ 𝙌𝙐𝙊𝙏𝙀𝙎 𝘼𝙋𝙋𝙇𝙄𝘾𝘼𝙏𝙄𝙊𝙉 𝘼𝙉𝘿 𝙎𝙐𝘽𝙈𝙄𝙎𝙎𝙄𝙊𝙉 Mastery in managing insurance quotes and submissions? That's where I shine. As the orchestrator of applications, I bring adept coordination, timely follow-ups, and seamless submissions. The outcome? Reduced errors, heightened efficiency, and impressed clients. ✅ Extensive experience in the following 👇🏻 • Creating ACORD Forms • Preparing Supplemental Applications • Requesting Loss Runs • Rating / Quoting • Direct Carrier Quoting ✅ Direct experience quoting for the following 👇🏻 • Progressive Insurance • Travelers • Allstate Insurance • Mercury Insurance • Liberty Mutual (Safeco) • Nationwide Insurance • Wellington • Appalachians • Tower Hill • Sagesure • Lemonade • Steadily Insurance • TPC • American Modern • American Risk Insurance • Guard Berkshire Hathaway and much more! 💎 𝘼𝘿𝙈𝙄𝙉𝙄𝙎𝙏𝙍𝘼𝙏𝙄𝙑𝙀 𝙎𝙐𝙋𝙋𝙊𝙍𝙏 Are you feeling overwhelmed by a heap of administrative duties? Let me be your trusted support! Whether managing CRM databases, meticulously organizing data, or gathering additional information for clients, I have the expertise and resources to ease your burden and ensure seamless operations. Let's collaborate and conquer those tasks together! Proficient with the following tools & CRMs 👇🏻 ✅ Agency Management Systems (AMS): • AMS360 • Nowcerts • EZlynx ✅ Project Management and Collaboration: • Asana • Trello • Honeybooks • Front • Slack • Microsoft Teams ✅ Customer Relationship Management (CRM): • Salesforce • Microsoft 365 (Includes Dynamics 365) • Dappr ✅ Document Management and Design: • Google Workspace (Google Sheets, Google Docs, Google Slides, Google Forms) • Microsoft Office Suite (Excel, Word, PowerPoint) • Canva (Designing marketing materials) ✅ Communication Tools • Lightspeed Voice • Vonage • Google Voice • 3cx 🟢 Sounds like what you need? 1️⃣ Send me an Upwork message 2️⃣ Click the green Schedule Meeting Button 3️⃣ Choose one for 30 minutes and I'll confirm the time slot Talk soon, Shiela