Exequiel

Insurance Virtual Assistant | Quoting, Policy Servicing, CRM, Underwriting Suppo

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Overview

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

at $6.64/hour ($1,280.00/month)

Bachelors degree

Last Active

June 3rd, 2026 (38 days ago)

Member Since

April 15th, 2023

Profile Description

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, email, and chat
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.

Top Skills

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

Other Skills

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

Basic Information

Age
31
Gender
Male
Website
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Address
Macabebe, Pampanga
Tests Taken
IQ
Score:  121
DISC
Dominance: 39
Influence: 23
Steadiness: 5
Compliance: 33
English
C2(Advanced/Mastery)
Government ID
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