Rommel

Insurance Specialist|Applied Epic Experience|Accounting Support

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Overview

Looking for full-time work (8 hours/day)

at $6.13/hour ($1,182.27/month)

Bachelors degree

Last Active

June 27th, 2026 (11 days ago)

Member Since

October 8th, 2020

Profile Description

As a Data Processing and Accounting Staff, I managed accurate data entry, validation, and reconciliation of financial and insurance records using Applied Epic. I processed Direct Bill and Agency Bill commissions, supported Personal Lines and Commercial Lines, and handled policy renewals, endorsements, and policy checking. I also processed insurance claims, including claim notification and submission, and issued Certificates of Insurance (COI). I generated reports, maintained data accuracy, and coordinated with carriers and internal teams while meeting strict deadlines.

Duties and Responsibilities:
• Reconciled Direct Bill commissions and balanced commission statements
• Processed insurance claims, including claim notification and submission of completed claim forms
• Issued Certificates of Insurance (COI) and proof of insurance
• Supported Personal Lines and Commercial Lines insurance workflows
• Maintained high accuracy across client, policy, and financial records

• Processed policy renewals, endorsements, and updates
• Performed policy checking and ensured accuracy of coverage details
• Generated reports, transaction summaries, and financial documentation
• Entered and managed data in Applied Epic and related systems
• Coordinated with carriers, underwriters, agents, and clients
• Assisted in remarketing and requoting renewal policies
• Managed document retrieval, including declaration pages and attachments
• Applied debits and credits and supported commission reconciliation processes
• Delivered training support, conducted team huddles, and assisted with onboarding

Top Skills

Experience: 2 - 5 years

Accounts Reconciliation specialist with expertise in general ledger management and insurance industry financial processes.

Experience: 2 - 5 years

Skilled in General Ledger accounting using Applied Epic, managing direct and agency bill reconciliations, recording commission statements, and ensuring accurate data entry.

Experience: 2 - 5 years

Skilled in Applied Epic with 4+ years of hands-on experience in the insurance support industry, ensuring accurate data handling and smooth operational workflows.

Other Skills

Experience: 10+ years

Detail-oriented Data Entry specialist with strong accuracy, fast typing skills, and experience managing large volumes of information.

Experience: 2 - 5 years

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Experience: 5 - 10 years

Experienced in providing high-quality customer support, handling inquiries with patience, professionalism, and a commitment to resolution.

Provides efficient Administrative Support through strong attention to detail, time management, and effective multitasking.

Experience: 6 months - 1 year

Provides affiliate marketing expertise on TikTok, creating compelling promotions that convert viewers into customers.

Experience: 1 - 2 years

Creative Video Content Creator skilled in producing engaging videos for social media, marketing, and digital platforms.

Experience: 1 - 2 years

Experienced Social Media Video Editor specializing in short-form content, transitions, captions, and attention-grabbing visuals.

Experience: 2 - 5 years

Microsoft Excel expert skilled in formulas, pivot tables, and data analysis for precise and efficient results.

Experience: 2 - 5 years

Skilled in data annotation for text, images, and other formats, ensuring precise labeling and consistent results.

Experience: 2 - 5 years

Experienced in Outlook email management, ensuring inbox organization, timely responses, and streamlined workflow.

Basic Information

Age
36
Gender
Male
Website
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Address
Angeles, Pampanga
Tests Taken
None
Government ID
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