Angelica

INSURANCE VIRTUAL ASSISTANT | PERSONAL LINES SUPPORT

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Quoting, Personal Lines, Commercial Lines, ACORD Forms, COI Processing

Insurance Virtual Assistant specializing in personal and commercial lines support, quoting, policy servicing, and ACORD processing.

EMPLOYMENT SUMMARY

Angelica has experience supporting U.S.-based insurance agencies through policy servicing, quoting, renewals, endorsements, cancellations, and documentation management. She has worked extensively with personal and commercial lines insurance while handling ACORD forms, COIs, suspense management, commission validation, billing support, and carrier follow-up. Her background also includes accounting support, auditing assistance, reconciliation, and financial record maintenance.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF ENGLISH TEST RESULT

85/B1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Angelica is an Insurance Virtual Assistant with over one year of experience supporting U.S.-based agencies in both Personal and Commercial Lines. She has worked with homeowners, personal auto, general liability, commercial property, workers’ compensation, and umbrella policies. Her experience includes renewals, endorsements, cancellations, quoting support, policy administration, COIs, and ACORD forms. She is skilled in carrier follow-up, suspense management, direct bill commission processing, invoice review, and policy documentation. Angelica is detail-oriented, organized, and committed to maintaining accuracy, compliance, and efficient communication.

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 intermediate English proficiency with the ability to communicate effectively in professional environments. Able to handle client and team interactions with clarity while maintaining accuracy, professionalism, and attention to detail.

Auto InsurancePersonal LinesCommercial LinesHome InsuranceGeneral LiabilityCommercial PropertyWorkers' CompensationUmbrella InsuranceP&C QuotingPolicy ProcessingPolicy ServicingRenewalsEndorsementsCancellationsCOI ProcessingACORD FormsCarrier SoftwareCommission ManagementInvoice ReviewClient Communication

✓Applied Epic

✓AMS360

✓RingCentral

✓Adobe Acrobat

✓Smart Choice

✓QuickBooks Online

✓Xero

✓Microsoft Office

✓Google Workspace

Noise-Cancelling Headset

Two-Monitor Setup

SWAK BPO Corp. / Staff Boom — Remote, U.S. Insurance Agency Support

Insurance Operations & Administrative Support Specialist

Oct 2024 – Feb 2026

• Processed and validated 100+ P&C insurance policy records weekly in Applied Epic — covering homeowners, auto, GL, commercial, property, and umbrella lines — ensuring accuracy and consistent system updates.
• Completed ACORD forms including Certificates of Insurance (COIs), supporting timely and accurate certificate issuance for clients and third parties.
• Ran P&C quotes (auto, GL, and commercial lines) through carrier websites including Safeco, Travelers, and Progressive, delivering accurate premium comparisons for agent review.
• Processed policy changes, endorsements, and renewals by coordinating documentation updates and liaising with U.S.-based agents within agreed turnaround times.
• Managed suspense queues, resolving 50+ pending cases per cycle through documentation completion and carrier follow-up.
• Validated direct bill commission statements for producers and brokers, reconciling calculations and flagging discrepancies prior to system recording.
• Generated and reviewed invoices and billing details, supporting financial accuracy across client accounts.
• Maintained organized digital records of policy documentation, correspondence, and financial data in compliance with data handling standards.
• Created job aids and process guides that improved team onboarding consistency and reduced processing errors.

City Accountant's Office, City of San Fernando

Accounting Intern

Oct 2023 – Jan 2024

• Supported auditing, documentation, and encoding across multiple accounting functions.
• Updated procurement records, collection summaries, and financial ledgers for government accounts.
• Assisted in bank reconciliation and inventory documentation under licensed CPAs.

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.