VA - Personal Lines AssistantVA - Personal Lines Assistant

Key Achievements:

Supports the Director of Personal Lines administratively, oversees departmental communications and follow-ups, negotiates quotes and underwriting requirements with underwriters, processes insurance quotes for a variety of personal lines products, manages policy servicing and coverage changes, prepares policy documentation, keeps accurate records, assures adherence to company and carrier policies, and works with internal teams and insurance carriers to provide effective policy issuance and first-rate customer service.

Key Achievements:

Assisted with HR paperwork, employee benefits administration, and payroll processing. verified payroll and attendance records, responded to employee questions, kept private employee files, and encouraged adherence to corporate and government-mandated benefit regulations.

Key Achievements:

Verified borrower employment by conducting 40–60 outbound calls and at least 15 incoming calls each day. In order to guaranty that all loan application requirements were met, I coordinated with loan underwriters, processors, brokers, and closers via MS Teams and Outlook and requested and gathered private loan documentation via email, including employment verifications and income records.

Key Achievements:

Handle 30 to 60 incoming calls, emails, and faxes per day were used to provide customer service, helping both internal and external clients with questions and issues. Utilizing proactive problem-solving techniques and corporate troubleshooting protocols, driver issues were resolved to guaranty client satisfaction and efficient problem-solving.