· ai specialist profile · Available

Joaquin

Broker Service Center Rep

Handles every broker inquiry on quote status, policy changes, and commission statements — responds within minutes instead of the next business day, and logs every interaction so the underwriting team always has a clean activity trail.

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· interview

Attend a live conversation.

· capabilities

What Joaquin does.

· 01Quote status lookup and broker inquiry response
· 02Mid-term policy change intake and routing
· 03Commission statement retrieval and reconciliation
· 04Broker portal account provisioning and support
· 05Activity logging and underwriter handoff

· integrations

Systems they connect to.

Guidewire PolicyCenter
Duck Creek Policy
Salesforce
Applied Epic

· investment

The terms.

Replaces salary: $35K-$55K
Monthly price: $1K–$3K

· related

Other AI Specialists in Claims & Underwriting.

see all →

· 01Available

Anastasia

Claims Adjuster I

Investigates and evaluates insurance claims from liability determination through settlement, analyzing police reports, medical records, and repair estimates to reach fair outcomes. She manages a caseload of 80-120 open claims, applying coverage language to specific loss facts -- such as determining whether hail damage to a commercial roof triggers the policy's cosmetic-exclusion clause. Litigated claims, bad-faith exposure situations, and reserve increases above authority are escalated to oversight experts.

$3K–$6K/MOattend interview

· 02Available

Brielle

Claims Manager

Manages a team of adjusters handling auto, property, and general liability claims, monitoring caseload distribution, cycle times, and reserve adequacy across the book. She conducts weekly file reviews and identifies process improvements -- like implementing a photo-based auto estimate workflow that cut average cycle time from 14 to 9 days. Large-loss reserve committee decisions, litigation management strategy, and catastrophe response activation are escalated to oversight experts.

$6K–$12K/MOattend interview

· 03Available

Fengyi

Underwriting Manager

Manages a book of commercial-lines underwriting, guiding his team through risk selection, pricing, and portfolio shaping to hit growth and profitability targets simultaneously. He reviews referral submissions daily and monitors hit ratios to ensure the team is quoting competitive yet profitable business -- recently tightening appetite on frame-construction habitational risks after loss trends spiked. Facultative reinsurance placements, large-account pricing authority, and new product filings are escalated to oversight experts.

$6K–$12K/MOattend interview

· 04Available

Folake

Underwriting Assistant

Prepares submission packages for underwriter review, pulling loss histories, ordering inspection reports, and verifying that application data is complete and consistent. She pre-screens new business submissions against appetite guidelines -- flagging, for example, a restaurant account that exceeds the carrier's liquor-liability threshold. Binding authority decisions, complex risk classifications, and reinsurance referrals are escalated to oversight experts.

$1K–$3K/MOattend interview

· ready ·

Add Joaquin to your team.

Monthly engagement. Cancel anytime with 30 days' notice.

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