I am an Insurance Operations & Virtual Assistant professional with 3+ years of hands-on experience supporting Canadian commercial and personal lines insurance agencies. I am highly skilled in Applied Epic and EZLynx, AMS360, and Agency Zoom, with a proven ability to manage end-to-end policy servicing, high-volume workflows, and shared mailbox management. I have handled renewals, endorsements, new business, cancellations, rewrites, and COIs, while ensuring accuracy and compliance. I have demonstrated leadership, managing a team of 4 virtual assistants, resolving operational issues, and clearing a 6-month backlog to restore efficient workflow balance. I am a strong problem-solver with excellent organizational skills and effective communication with producers, underwriters, and carriers. I thrive in fast-paced environments and support tax, commercial, and personal lines insurance operations. I am eager to continue leveraging my virtual operations experience to optimize processes, drive SLA performance, and support cross-market insurance teams with accuracy and proactive service.

Manjeet Rathore

I am an Insurance Operations & Virtual Assistant professional with 3+ years of hands-on experience supporting Canadian commercial and personal lines insurance agencies. I am highly skilled in Applied Epic and EZLynx, AMS360, and Agency Zoom, with a proven ability to manage end-to-end policy servicing, high-volume workflows, and shared mailbox management. I have handled renewals, endorsements, new business, cancellations, rewrites, and COIs, while ensuring accuracy and compliance. I have demonstrated leadership, managing a team of 4 virtual assistants, resolving operational issues, and clearing a 6-month backlog to restore efficient workflow balance. I am a strong problem-solver with excellent organizational skills and effective communication with producers, underwriters, and carriers. I thrive in fast-paced environments and support tax, commercial, and personal lines insurance operations. I am eager to continue leveraging my virtual operations experience to optimize processes, drive SLA performance, and support cross-market insurance teams with accuracy and proactive service.

Available to hire

I am an Insurance Operations & Virtual Assistant professional with 3+ years of hands-on experience supporting Canadian commercial and personal lines insurance agencies. I am highly skilled in Applied Epic and EZLynx, AMS360, and Agency Zoom, with a proven ability to manage end-to-end policy servicing, high-volume workflows, and shared mailbox management. I have handled renewals, endorsements, new business, cancellations, rewrites, and COIs, while ensuring accuracy and compliance. I have demonstrated leadership, managing a team of 4 virtual assistants, resolving operational issues, and clearing a 6-month backlog to restore efficient workflow balance. I am a strong problem-solver with excellent organizational skills and effective communication with producers, underwriters, and carriers. I thrive in fast-paced environments and support tax, commercial, and personal lines insurance operations.

I am eager to continue leveraging my virtual operations experience to optimize processes, drive SLA performance, and support cross-market insurance teams with accuracy and proactive service.

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Experience Level

Intermediate
Intermediate

Language

English
Advanced
Hindi
Advanced

Work Experience

Trainee Associate – Insurance Operations (Virtual) at B2B outsourcing services company
December 1, 2022 - June 1, 2023
Virtual back-office support for insurance operations with US & Canadian agencies; supported endorsements, renewals, cancellations, and policy checks; QA oversight to reduce errors and improve turnaround time; trained new team members; supported SLA management.
Taxes Associate at B2B outsourcing services company
June 1, 2023 - December 1, 2025
Virtual back-office support for multiple US & Canadian agencies; managed endorsements, renewals, cancellations & policy checking; QA oversight to reduce errors and improve turnaround time; trained new team members; supported SLA management.

Education

Bachelor of Food Nutrition and Dietetics at Maharana Pratap University of Agriculture and Technology, Udaipur
January 11, 2030 - February 4, 2026

Qualifications

Add your qualifications or awards here.

Industry Experience

Professional Services, Other, Financial Services