Emily L.

Customer Service Virtual Assistant

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 in Personal Lines ✅ Business Acumen ✅ Professional Support & Correspondence ✅ Tech Savvy Creative ADEPT WITH THE FOLLOWING TOOLS & PROCESS: Insurance Customer Service & Personal Lines Specialist Proficient with industry tools and platforms including QQ Catalyst, Agency Zoom, Raters, and AMS360 to manage client accounts and insurance processes. Experienced in providing Personal Lines Home and Auto quotes for carriers such as Safeco, Cabrillo, Bamboo, Mapfre, Heritage, Aegis, Nationwide, NatGen, Delos, American Modern, and California Fair Plan. Managed inbound and outbound calls for client inquiries, policy updates, and payment processing. Handled policy lifecycle tasks, including cancellations, renewals, endorsements, and back-office support for personal lines. Delivered timely and accurate payments processing and documentation, maintaining high standards of accuracy and client service. Coordinated and scheduled virtual inspections for both Commercial and Personal Lines policies. Managed client communications via inbound and outbound calls, ensuring timely and accurate appointment setting. Maintained detailed records and followed up to support smooth inspection processes and compliance with carrier requirements.