Insurance Virtual Assistant
CurrentDoing back-office jobs for an U.S. Insurance Brokerage Firm.Work on billing corrections, accounting suspended billing transactions, and direct bill commission entries per carrier.Utilize pre-defined email templates to respond promptly to incoming client and prospect communications, ensuring messages are clear, professional, and aligned with the brand.Setting up customer's information for new business in Insurance Agency Management System (AMS360).Responsible in updating the… Show more Doing back-office jobs for an U.S. Insurance Brokerage Firm.Work on billing corrections, accounting suspended billing transactions, and direct bill commission entries per carrier.Utilize pre-defined email templates to respond promptly to incoming client and prospect communications, ensuring messages are clear, professional, and aligned with the brand.Setting up customer's information for new business in Insurance Agency Management System (AMS360).Responsible in updating the system regarding with the policies that for renewal, non-renewal, and for cancellation.Manage data entry and bank reconciliation process.Responsible in posting of member commissions for both payables andreceivables.Verifying the information in all documents and updating their format. Show less