Hi, I’m Exequiel — an experienced Insurance Virtual Assistant with a strong background in underwriting support, customer service, and policy servicing.
I help insurance agencies and brokers manage daily operations efficiently by handling quoting, endorsements, renewals, and client communication with accuracy and speed.
Here’s what I can do for you:
Insurance quoting (commercial & personal lines)
Policy servicing (endorsements, cancellations, reinstatements, renewals)
ACORD forms and application processing
Certificates of Insurance (COI) creation
CRM management and documentation
Billing support, invoicing, and payment follow-ups
Customer support via phone,
Tools I’ve used:
Applied Epic, EZLynx, AMS360, QQ Catalyst, Salesforce, Zendesk, Freshdesk, 8x8
I’m detail-oriented, reliable, and able to work independently with minimal supervision. I make sure tasks are done correctly the first time.
If you’re looking for someone who understands insurance workflows and can reduce your workload—I’m ready to help.
Experience: 2 - 5 years
Engage in Personal and Commercial lines for doing administrative support, servicing, client support, and quoting tasks.
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 1 - 2 years
Experience: 2 - 5 years
Experience: 5 - 10 years
Experience: 2 - 5 years
Experience: Less than 6 months
Experience: Less than 6 months
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
“I have one of the best VAs I've had in a long time...she's been amazing”
Davonna Willis
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