Leah T.
P&C Insurance Virtual Assistant | Policy Admin | Customer Service
Need Support? I've Got You Covered! Let me help you SAVE TIME, INCREASE PRODUCTIVITY, AND FOCUS ON GROWING YOUR BUSINESS while I handle the administrative tasks that don't require an insurance license. Key Areas of Support ✅ New Business Quoting & Remarketing ✅ Policy Changes & Coverage Updates ✅ Client Communication & Follow-Up ✅ Billing & Payment Plan Changes ✅ Policy Reviews & Quality Checks ✅ E-Signatures & Document Processing ✅ Mortgagee Changes & Loss Run Requests ✅ Certificates of Insurance (COIs) ✅ Cancellations, Corrections, and Policy Maintenance Personal Lines Insurance Support ✅ Auto Insurance ✅ Homeowners Insurance ✅ Motorcycle Insurance ✅ Dwelling Fire Insurance Services Include ✅ Adding or removing drivers ✅ Updating addresses, VINs, and policy information ✅ Adjusting coverages and discounts ✅ Reviewing policy increases ✅ Collecting signatures and required documents ✅ Gathering information for new business quotes ✅ Processing billing updates and policy corrections ✅ Handling policy downloads and administrative requests ✅ And much more! Focus on selling and serving your clients—I’ll take care of the administrative details behind the scenes.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $6.6k
Billed in all: $21,778$22k
$3.3k in the last 6 months
Earnings, last 30 days
Skill rankings: Top 9% in Online Research
Ranked by MRR among everyone on Upwork with the skill.
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