Muhammad A.

I provide professional assistance with all types of insurance processes, ensuring accuracy, efficiency, and excellent client service. My expertise spans both Personal and Commercial Lines, including: Quoting & Quote Proposals Policy Checking Claims Data Entry & Support COI, EOI & ACORD Forms Endorsements & Policy Changes Billing & Invoicing Mortgagee Updates Renewals & Marketing Submissions Insurance Experience Renewals & Marketing Submissions – Process renewals on client management systems, enter insured data, and verify accuracy. Quoting & Proposals – Generate quotes across carrier platforms, prepare premium comparison sheets, and create agency proposals with tailored plans and coverages. Invoicing – Prepare invoices for uploaded policies within client management systems. Endorsements & Policy Changes – Handle updates, endorsements, and amendments to insureds’ policies. Claims Support – Report claims, track statuses, and provide regular updates to insured clients. COI, EOI & ACORD Forms – Prepare and deliver necessary insurance forms efficiently. Client & Carrier Communication – Manage email servicing, outbound/inbound calls, and support marketing efforts. Back-Office Support – Assist with data entry, bookkeeping, and other administrative services. Data Management – Update and maintain accurate client information in management systems. Management Systems & Tools Insurance Platforms: Applied Epic, AMS360, SalesForce, EZLynx, Ivans Exchange Productivity Tools: Adobe Acrobat, DocuSign, Google Workspace, MS Office Suite (Word, Excel, PowerPoint, Outlook), MS Teams, Slack, Canva I am dedicated to exceeding client expectations by delivering high-quality, detail-oriented work. My goal is to build long-term, reliable partnerships with clients through accuracy, efficiency, and outstanding service.