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Neil Shenoy

Virtual Assistant

Customer Review

Neil brings extensive experience working with insurance agencies in Personal Lines. He is skilled in
backend insurance operations. His expertise helps insurance agents stay focused and productive while ensuring smooth operations.

Daily Time
8.0 hr/d
Hourly Price
$8/hr
Skills

Personal Lines Insurance Operations & Servicing Policy Renewals & Client Communication COI & Auto ID Card Management Quote Generation & Carrier Coordination Applied Epic, HawkSoft, AMS360 Organizational & Time Management CRM & Data Accuracy Cross-Team Collaboration, Extensive knowledge in dealing with different carriers like Travellers, Safeco , National General.

The Hour.co

​

Senior Executive Assistant

Hands-on experience in:

  • Handling inbound and outbound client calls for Personal Lines insurance

  • Providing policy information, coverage explanations, and resolving client inquiries

  • Preparing and presenting insurance quotes during client calls

  • Processing policy changes, endorsements, renewals, and cancellations

  • Issuing Certificates of Insurance (COIs) and Auto ID cards upon request

  • Coordinating with carriers for underwriting, billing, and policy updates

  • Managing client data and documentation accurately in CRM and agency management systems (Applied Epic, HawkSoft, AMS360)

  • Following up on renewals and outstanding client requirements

  • Maintaining strong client relationships through professional and timely communication

  • Prioritizing tasks and collaborating with team members to ensure efficient service delivery

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A rounded, light grey box with an 'Insurance' label, mentioning services like Certificates of Insurance and Policy Renewals.
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