Alyssa

ENGLISH SPEAKING VA | INSURANCE – PERSONAL LINES

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3 yrs of Insurance Experience, Personal Lines, Auto & Home, Dwelling & Umbrella

Alyssa brings strong technical accuracy, multi-state Personal Lines experience, and the ability to manage high-volume servicing with consistency and professionalism—making her a reliable asset for agencies seeking an efficient and detail-oriented insurance VA.

EMPLOYMENT SUMMARY

Alyssa has three years of Home and Auto insurance experience focused on quoting, renewals, endorsements, and mortgage updates, gained through her work as an Insurance VA and her Personal and Commercial Lines responsibilities at Office Beacon. She is skilled in processing new business, COIs, ACORD forms, servicing requests, and maintaining accurate CRM records. As an Insurance Team Leader at Office Beacon, she strengthened her leadership, task coordination, and reporting abilities while managing Health, Personal, and Commercial Lines accounts. She also gained experience in health insurance processes, including enrollments, submissions, and quoting. Her earlier roles at Sutherland Inc. and TOA Global enhanced her administrative, accounting support, and email management skills. Alyssa is recognized for her attention to detail, strong communication, organization, and adaptability.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF English Test

100/C2

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Alyssa is an Insurance Specialist with 3+ years of experience supporting U.S. agencies in Personal Lines servicing across multiple states, including Texas, Ohio, Connecticut, and Florida. She handles end-to-end servicing tasks such as quoting, renewals, endorsements, mortgage changes, billing coordination, and high-volume COIs. Her background includes prior experience in health insurance and light Commercial Lines work, giving her a broad servicing foundation supported by strong technical proficiency in multiple insurance CRMs and carrier platforms.

Influence (I) - Charismatic and engaging, I-type VAs excel in client communication, networking, and keeping teams motivated.

Shows solid communication skills with clear pronunciation and a generally smooth flow. Uses everyday vocabulary and basic grammar confidently, expressing ideas effectively with growing consistency.

Home & AutoDwelling / LandlordUmbrellaQuotingRenewalsEndorsementMortgagee UpdatesCOIsLoss RunsCommercial COIsBilling AssistanceClaims

✓QQ Catalyst

✓PL Rater

✓EZLynx

✓AMS360

✓Salesforce

✓Citrix

✓MS Office

✓G-Suite

Two-Monitor Setup

Noise-Cancelling Headset

FREELANCE

INSURANCE VA

DEC 2024 - 2025

• Processes the following as per client requirements:

• Mortgagee Clause

• Endorsement (Any changes request)

• Updating and keeping the CRMs updated

• Quoting, Renewal, & New Business

• Servicing (COi & other ACORD Forms)

Office Beacon

INSURANCE TEAM LEADER

March 2023 - Dec. 2024

• The majority of the accounts I managed were in Health, along with Personal & Commercial Lines accounts.

• Ensure that each team member's objectives are met efficiently and effectively.

• Coordinating tasks, providing support, and fostering a positive work environment.

• Provide weekly updates on each account and discuss strengths and opportunities.

• Timely update and submitted team reports and administrative tasks.

• Knowledgeable in Health & Benefits, Personal, and Commercial Line.

• In Health, my experience includes processes such as enrollment, submission, quoting & rates, and handling censuses.

• Personal & Commercial Lines - Processing New Business, Certificates of Insurance (COis), Mortgagee, Endorsements, and Servicing, as well as Renewals.

Sutherland, Inc

CUSTOMER SERVICE REP

September 2022 - March 2023

• Assisted Account Receivable and Payable Department where I had the opportunity to gain practical experience and further enhance my accounting skills. In this role:

• Email Management

• Receipt allocation in CRM was used and Xero

• Creating of clients' Invoices

• Creating Payment Reminders to clients through email

• Submitting Accounts Receivable Metrics to track AR percentage

TOA, Global

ON-THE-JOB TRAINING

April 2022 - August 2022

• Assisted Account Receivable and Payable Department where I had the opportunity to gain practical experience and further enhance my accounting skills. In this role:

• Email Management

• Receipt allocation in CRM was used and Xero

• Creating of clients' Invoices

• Creating Payment Reminders to clients through email

• Submitting Accounts Receivable Metrics to track AR percentage

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

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

Can briefly describe past events and future plans, give reasons for opinions and use the language when traveling.

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.