Shannen G.
Insurance Virtual Assistant - Applied Epic | AMS360 | Policy Servicing
Are you looking for a reliable Commercial Lines Insurance Virtual Assistant who can help keep your agency running smoothly? With over 5 years of remote experience, I help insurance agencies and brokers reduce their administrative workload by providing accurate, efficient, and dependable policy servicing support. I understand the fast-paced nature of the insurance industry and the importance of delivering timely, error-free work. Here's how I can support your agency: ✔ Issue Certificates of Insurance (COIs) ✔ Complete and process ACORD forms ✔ Handle policy endorsements ✔ Manage policy renewals and follow-ups ✔ Request and track loss runs ✔ Follow up on carrier submissions ✔ Pull and organize policy documents ✔ Provide reliable administrative support for Commercial Lines accounts I take pride in being detail-oriented, organized, and proactive. My goal is to help your team save time, improve efficiency, and provide excellent service to your clients while ensuring policy servicing tasks are completed accurately and on schedule. Whether you need ongoing support or an experienced virtual assistant who can quickly integrate into your existing workflow, I'm committed to becoming a dependable extension of your team. Let's work together to streamline your operations so you can focus on growing your business and serving your clients with confidence.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $3.8k
Billed in all: $15,844$16k
$3.8k in the last 6 months
Earnings, last 30 days
Skill rankings: Top 19% in Data Entry
Ranked by MRR among everyone on Upwork with the skill.
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