Back to VAs

Adam

INSURANCE VIRTUAL ASSISTANT | PERSONAL & COMMERCIAL LINES SUPPORT SPEC

TOOLS

EQUIPMENT

VIDEO

CLICK HERE

Personal & commercial lines policy servicing. AMS360, EZLynx, Zoho CRM

Dependable insurance virtual assistant specializing in personal and commercial lines support.

EMPLOYMENT SUMMARY

Adam has experience in customer service, geodetic engineering support, and insurance virtual assistance. His background includes billing support, online customer service, geospatial data assistance, and insurance administrative support. Most recently, he has supported a New Jersey-based insurance broker with applications, quoting, and certificate issuance.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF ENGLISH TEST RESULT

95/C1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Adam is an insurance professional with approximately five years of experience supporting agencies across both personal lines and commercial lines insurance operations. He has experience with quoting, policy servicing, renewals, endorsements, certificates of insurance, policy issuance, and carrier communication while working through carrier portals and agency management systems. His background includes supporting home, auto, dwelling fire, general liability, workers' compensation, and BOP policies across multiple states.

Steadiness (S) - Calm, patient, and service-oriented. S-type VAs provide consistent support, build strong client relationships, and ensure smooth workflows. Conscientiousness (C) - Detail-focused and precise. C-type VAs ensure accuracy, maintain structured systems, and deliver high-quality work.

Demonstrates advanced English communication skills with the ability to interact effectively in professional and customer-facing environments. Communicates clearly and can confidently support clients, carriers, and agency teams.

Auto InsuranceCarrier CommunicationCOI ProcessingCommercial LinesCoverage ReviewsCustomer ServiceEndorsementsGeneral LiabilityHome InsuranceLead Follow-upPhone SupportPolicy ManagementPolicy ServicingQuotingRenewalsWorkers' Compensation

✓AgencyZoom

✓AMS360

✓EZLynx

✓Insurance Carrier Portals

✓RingCentral

✓Zoho CRM

✓Google Workspace

✓Microsoft Teams

✓MS Office

✓Outlook

Noise-Cancelling Headset

Two-Monitor Setup

INSURANCE BACK OFFICE SOLUTIONS SYSTEMS, LLC

INSURANCE VIRTUAL ASSISTANT SPECIALIST

2021 - 2026

With InsBoss, I was assigned with an insurance broker that is based at New Jersey. I supported them in various administrative tasks such as Application, Quoting and Issuing Certificates.

WT SURVEY SENDIRIAN BERHAD

GEODETIC ENGINEER ASSISTANT

2019 - 2021

As a Geodetic Engineer Assistant for 2 years, I assisted the engineer in processing and analyzing spatial data to determine land boundaries, create maps, or for other geospatial applications. I also utilized drafting tools (AutoCad) to help create maps and visual representations of geospatial data.

TASKUS

CUSTOMER SERVICE REPRESENTATIVE

2018 - 2019

As an Online Food Delivery CSR for a year with TaskUs, I assisted customers via phone, email, and live chat, addressing inquiries related to order status and delivery issues, ensuring a high level of customer satisfaction. I also processed and monitored online food orders, collaborating with restaurants and delivery personnel to ensure accurate and prompt delivery, minimizing delays and errors.

SITEL

CUSTOMER SERVICE REPRESENTATIVE

2016 - 2018

As a billing CSR for 2 years with Sitel, I played a crucial role in managing and resolving all issues related to billing such as Billing Inquiries, Payment Processing and Setting Up Payment Plans.

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 interact with ease and can differentiate their shades of meaning.