Insurance Virtual Assistant

Notice of Cancellation -process the initial notice of cancellation then setting up the cancellation in EPIC -checking payment with carrier and sending NOC emails to insured, then follow up payment and reinstatement Endorsement -check received endorsement against change request and assigned endorsement to insured Sending Policy -sending policy to insured via outlook/letter and creating corresponding activities like test audit and endorsement activity Test Audit -sending out Test Audit letters to insured’s to ensure that they are on pace with their projected sales/payroll for auditable policies. -amending payroll/sales midterm in order to correctly adjust the premium (also to give them a warning for any large premium increases) Auto Policy Follow up -checking renewal payment status for commercial lines carriers Calculating XMOD - calculating XMOD on Intellicomp website for renewal policy after current policy takes effect 90 days Collecting Loss Runs - identifying five years history and carriers in EPIC then order loss run reports online or via email

Notice of Cancellation -process the initial notice of cancellation then setting up the cancellation in EPIC -checking payment with carrier and sending NOC emails to insured, then follow up payment and reinstatement Endorsement -check received endorsement against change request and assigned endorsement to insured Sending Policy -sending policy to insured via outlook/letter and creating corresponding activities like test audit and endorsement activity Test Audit -sending out Test Audit letters to insured’s to ensure that they are on pace with their projected sales/payroll for auditable policies. -amending payroll/sales midterm in order to correctly adjust the premium (also to give them a warning for any large premium increases) Auto Policy Follow up -checking renewal payment status for commercial lines carriers Calculating XMOD - calculating XMOD on Intellicomp website for renewal policy after current policy takes effect 90 days Collecting Loss Runs - identifying five years history and carriers in EPIC then order loss run reports online or via email

-Transferred all the datas from PDF to Excel File - Input all the information in the Applied Epic system - Requoted policy to different carriers using EZ Lynx tool - Able to accomplished outbound calls for clients (if necessary)

Quoting - Created a quote using Quotit in different health issuing company such as Anthem, Oscar, Kaiser, Blueshield of CA, LA Care, Ambetter, Cigna & HealthNet Health Plan - Distinguish different Health plan like HMO, PPO, EPO Metal Tier - Distinguish different metal tier like Bronze, Silver, Gold, Platinum