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Imarie C.

Imarie C.

US Personal Lines CSR

Hey, It's Marie! 😊 I have 6 years of experience working as a Personal Lines Insurance Virtual Assistant. 😉 My Responsibilities include but not limited to: 💎Client Communication / Service Support Answering and returning client phone calls Responding to client texts/messages through our messaging system Helping clients with general policy and/or billing questions Following up with clients on missing information or documents Routing complex coverage questions to licensed agents 💎 Policy Changes / Endorsements Processing personal lines endorsement requests Vehicle additions and removals Driver additions and removals Address changes Coverage change requests Updating lienholder and mortgagee information Following up with carriers on endorsement status 💎 Mortgage / Lender Updates Sending evidence of insurance to mortgage companies Updating mortgagee clauses Handling lender requests for proof of coverage Assisting with escrow-related insurance requests Communicating with clients and lenders when additional information is needed 💎 Documentation / Management system update Updating client files using the management system Attaching documents, ID cards, policy forms, notices, and endorsements Documenting all client conversations and service activity Keeping account notes clean and organized Sending Auto ID cards, proof of insurance, and policy documents to clients 💎 Policy Servicing Cancellations Reinstatements Renewals Rewrites Billing questions Carrier follow-ups Helping licensed agents keep client accounts organized and up to date ⚙️ Tools Used ⚙️ EZLynx Hawksoft AMS360 NowCerts Insuredmine Agency Zoom Need a helping hand? I got you! 😉

🇵🇭Quezon City, Philippines$12/hr90% JSSSince Jan 2017

Earnings and projects

MRR (estimate)
≈$0

An estimate from an earlier read

World#207,263 / 412k
🇵🇭Country#33,396 / 56.3k
Revenue, last 30 days
$0
Total earnings
$8.8k

Billed in all: $9.4k

World#207,263 / 412k
🇵🇭Country#33,396 / 56.3k
Per project
$8.8k
Projects, last 6 months
0

Across 1 contracts

0% fixed100% hourly
World#209,850 / 412k
🇵🇭Country#28,963 / 56.3k
Projects in all
1

Across 7 contracts

0% fixed100% hourly
World#360,671 / 412k
🇵🇭Country#43,767 / 56.3k

Earnings, last 30 days

$9.4kNothing earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$9.2k$9.3k$9.4k$9.5kOct 9Oct 24Nov 8

No data since Nov 5, 2026.

Skills