Elevate Teams. Insurance Virtual Assistants

customer service representatives for insurance operations

Bilingual Insurance Virtual AssistantsElevate Teams. Insurance Virtual AssistantsElevate Teams. Insurance Virtual AssistantsElevate Teams. Insurance Virtual AssistantsElevate Teams. Insurance Virtual AssistantsElevate Teams. Insurance Virtual AssistantsElevate Teams. Insurance Virtual AssistantsBilingual Insurance Virtual AssistantsBilingual Insurance Virtual Assistants
Enhance your insurance operations with professional customer service representatives (CSRs)
Our expert CSRs are dedicated to providing comprehensive support tailored to the needs of insurance agencies. Our services are designed to optimize your operations, improve client satisfaction, and ensure your agency runs smoothly.
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the perfect fit for your company

Meet your bilingual, college-educated CSR assistants specialize in streamlining insurance agency operations. Our CSRs manage all client inquiries, ensuring timely and accurate responses. They are trained in industry-leading AMS systems like Applied Epic, HawkSoft, and AMS360, ensuring seamless support for your daily administrative needs.

CSR (Customer Service Representative)

Peace of mind, guaranteed. Elevate Teams provides secure virtual assistants for US insurance agencies.
  • Document and data entry, audits, prepare essential documents for various insurance operations, ensuring they meet all regulatory requirements. Conduct policy reviews to ensure all client information is current and accurate.

  • Handle communication across various channels, including phone, email, and chat, to provide seamless customer service.
  • Review audits, obtaining worksheets and assist in audit disputes.
  • Handling more comprehensive certificate requests, quoting for personal lines and commercial lines (BOP/WC/Auto), and carrier website training.
  • Capable of personal lines rating system using Epic Quotes (EZ Lynx and PL Rater).
  • Manage policy renewal processes, ensuring clients are notified and policies are renewed promptly. Set up and manage reminders for policy renewals, reducing lapses and ensuring continuous coverage.

  • Handling complex tasks related to certificates, including reviewing contracts, lease agreements, endorsements, AI, WOS, and PNC requests.

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