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! 😉
Earnings and projects
An estimate from an earlier read
Billed in all: $9,391$9.4k
Across 1 contracts
Across 7 contracts
Earnings, last 30 days
No data since Nov 5, 2026.