Yagyesh Bhatt

I’m a proactive, detail-oriented insurance specialist with 3+ years of experience streamlining back-end operations and enhancing customer relationships for US & Canada-based Property & Casualty insurance agencies.

In my recent roles, I provided comprehensive virtual support across US and Canadian markets, focusing on client service, policy administration, and operational efficiency. I’ve also built strengths in team management, quality analysis, and team development to ensure seamless service delivery.

Across quote and servicing workflows, I’ve managed end-to-end administrative tasks including quoting (new business, renewals, rewrites), cancellations, certificates of insurance (COIs), and ACORD forms. I’m comfortable balancing accuracy, attention to detail, and strict time deadlines while supporting agents and MGAs.

From trucking policy operations to customer-service request processing, I handle policy changes, liability slips, renewal applications, prospect setup, proposals, and cover letters. I focus on improving throughput and customer experience—without stepping into underwriting guidance or unnecessary complexity.