Aaron

INSURANCE VIRTUAL ASSISTANT

TOOLS

EQUIPMENT

VIDEO

CLICK HERE

5+ Years Insurance Experience (Personal Lines Support, Insurance Quoting, Policy Endorsements)

Aaron brings a strong balance of technical insurance knowledge and customer-facing communication, making him a reliable support professional for personal lines operations. His long-term experience within a major U.S. insurance carrier environment enables him to manage policy changes, state-specific requirements, and customer guidance with confidence.

EMPLOYMENT SUMMARY

Aaron is an Insurance Virtual Assistant with over five years of experience supporting U.S. personal lines property and casualty insurance with Travelers. He has worked in both agent-facing and direct-to-customer environments, handling high-volume policy servicing and insurance quoting. His experience covers auto, homeowners, personal articles floaters, and umbrella policies. He has managed the full policy lifecycle, including quotes, endorsements, and renewals. His background reflects strong attention to detail, regulatory awareness, and clear communication with agents and insureds. Aaron brings technical insurance knowledge, customer-facing communication skills, and comprehensive experience with major U.S. insurance carrier operations, making him a reliable support professional for personal lines operations.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF ENGLISH TEST RESULT

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Conscientious + Steadiness (C+S) - Analytical, detail-oriented, and dependable. C+S VAs combine precision and reliability to deliver accurate work while maintaining strong client relationships and consistent performance.

Proficient level. Demonstrates native-like command of English with exceptional accuracy, nuanced communication, and complete fluency in both written and spoken contexts. Can understand with ease virtually everything heard or read and can summarize information from different sources.

Personal LinesQuotingPolicy ServicingEndorsementsRenewalsDMV ComplianceUmbrella PoliciesDocument HandlingCarrier NavigationRisk Review

✓Salesforce

✓Zendesk

✓Oracle

✓Siebel

✓HubSpot

✓Pipedrive

✓Microsoft Office

✓Google Workspace

Two-Monitor Setup

Noise-Cancelling Headset

TAGUIG CITY - INSURANCE ACCOUNT

Senior CSR - Insurance Account

OCT 2020 - JAN 2026

• Quoting & Risk Comparison: Performed market research and risk assessments to deliver detailed quotes and coverage comparisons for Auto, Home, PLUS (Umbrella), and Personal Articles Floater (PAF) policies.

• Policy Issuance & Binding: Managed the end-to-end policy lifecycle, from educating clients on complex insurance terms (deductibles, exclusions, and limits) to final binding and DMV requirement reviews.

• Mortgagee & Lienholder Management: Executed precise updates to mortgagee and lienholder information, including adding new lenders, modifying existing loan details, and deleting outdated interest holders to ensure continuous escrow compliance and accurate Evidence of Insurance (EOI) delivery.

• Account Administration & Endorsements: Processed mid-term policy changes and endorsements, such as driver/vehicle updates and coverage limit adjustments, while maintaining strict regulatory compliance.

• Documentation & Compliance: Facilitated real-time delivery of essential documents including EOIs, Certificates of Insurance (COIs), and digital ID cards to satisfy legal and lender requirements.

• Retention & Growth Strategy: Conducted proactive renewal reviews and identified cross-selling opportunities for high-value asset protection (PAF) and supplemental liability (PLUS).

• Claims & Service Coordination: Acted as the primary point of contact for claims intake and transfers, while coordinating third-party services for roadside assistance and glass repair.

Can understand and use familiar everyday expressions and basic questions about personal details.

Can have very short social exchanges and give information on familiar and routine matters when traveling.

Can briefly describe past events and future plans, give reasons for opinions and explain advantages and disadvantages.

Can communicate confidently in a variety of academic and professional environments.

Can use the language flexibly and effectively for social, academic and professional purposes.

Can understand with ease virtually everything heard or read and can summarize information from different sources.