Struggling with time-consuming tasks and backend processes that diverts your team's attention from your core business activities?
I GOT YOU!
✅ 5 Years of Solid Experience
✅ Professional Support & Correspondence
✅ Tech Savvy Creative
ADEPT WITH THE FOLLOWING TOOLS & PROCESS:
📍Agency Management System
AMS360
BindHQ
Insight
ZohoOne
📍Insurance Carriers
Progressive
Travelers
Atlantic Casualty Insurance Company
Liberty Mutual
Safeco
Hartford
Markel
Allianz
etc...
📍Document Processing
AdobeSign
DocuSign
Microsoft Office
Google Suite
📍Email Management
Outlook
Gmail
📍Messaging & Communication
Teams
Slack
Skype
Zoom
RingCentral
📍Rating / Quoting
Direct Carrier Quoting
SCTP
📍Binding
Fulfilling binding subjectivities
Creating and issuing invoices
📍Policy Issuance & Servicing
Sending policy documents to insureds
Processing policy changes and endorsements
Renewals
Claims
Audit