Deke
Insurance Virtual Assistant
Skills
Senior Virtual Assistant- Insurance
Hands-on experience in:
           1.      COI from progressive CSR24 and EPIC
2.      Commercial Quote on Carriers like Nationwide, Travelers, MSA.
3.      Auto ID Cards
4.      Endorsements
5.      CSR27 Certs
6.      Policy Upload on Applied Epic
7.      Policy setup
8.      Download policy documents from carriers.
9.      Making endorsements on carriers and in Applied epic.
10.  Policy cancellation and creating LPR
11.  Prospect setup in epic
12.  Account Portal Management in CSR24
13.  Updating policies and Master COI in CSR 24
14.  MVR Reports
15.  Experience working on AMS 360, QQ Catalyst, Hawksoft
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- Applied EPIC and TAM, AMS 360 , QQ Catalyst
- Trello
- Microsoft & G-Suite