Exequiel P.

Hi, I’m Exequiel — an experienced Insurance Virtual Assistant with a strong background in underwriting support, customer service, and policy servicing. I help insurance agencies and brokers manage daily operations efficiently by handling quoting, endorsements, renewals, and client communication with accuracy and speed. Here’s what I can do for you: Insurance quoting (commercial & personal lines) Policy servicing (endorsements, cancellations, reinstatements, renewals) ACORD forms and application processing Certificates of Insurance (COI) creation CRM management and documentation Billing support, invoicing, and payment follow-ups Customer support via phone, email, and chat Tools I’ve used: Applied Epic, EZLynx, AMS360, QQ Catalyst, Salesforce, Zendesk, Freshdesk, 8x8 I’m detail-oriented, reliable, and able to work independently with minimal supervision. I make sure tasks are done correctly the first time. If you’re looking for someone who understands insurance workflows and can reduce your workload—I’m ready to help.