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Anna May

Anna May

INSURANCE VIRTUAL ASSISTANT | PERSONAL & COMMERCIAL LINES

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Personal & commercial insurance. Quoting, COIs & endorsements, AMS360, Salesforce

Insurance Virtual Assistant specializing in personal and commercial insurance support.

EMPLOYMENT SUMMARY

Anna May has supported insurance agencies through administrative and insurance servicing roles focused on personal and commercial lines. Her experience includes quoting, endorsements, billing support, policy updates, ACORD forms, administrative operations, and onboarding support while maintaining accurate agency records and delivering quality customer service.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF ENGLISH TEST RESULT

75/B1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER
INTERMEDIATE
ADVANCED

EDUCATION

S+C
Anna May is an Insurance Virtual Assistant with over 4 years of experience supporting U.S.-based insurance agencies. She has experience with Personal and Commercial Lines, including quoting, endorsements, policy servicing, ACORD forms, billing support, renewals, cancellations, COI generation, and carrier communication. She is experienced in supporting agency operations while maintaining accuracy, efficiency, and excellent customer service.
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 solid intermediate English skills with the ability to communicate effectively in professional and customer service environments.
Auto InsuranceHome InsuranceUmbrella InsuranceLife InsuranceCommercial Auto InsuranceGeneral LiabilityBusiness Owner's InsuranceWorkers CompQuotingEndorsementsRenewalsCancellationsCOI GenerationACORD FormsBilling SupportUnderwriter ContactPolicy Changes
✓AMS360
✓Salesforce
✓Better Agency
✓Carrier Software
✓Agency Zoom
✓Zoho
✓Xanatec
✓Pipedrive
✓Docusign
✓Lightspeed
✓RingCentral
✓Slack
✓Microsoft Teams
✓Outlook
✓Microsoft Office
Noise-Cancelling Headset
Two-Monitor Setup

Mark Sylvia Insurance Agency

Administrative Virtual Assistant

2023 - 2026

Quoted personal and commercial insurance lines with accuracy and efficiency while handling billing inquiries and payment-related administrative tasks. Processed ACORD forms, policy endorsements, and policy updates, and supported daily administrative operations to ensure smooth agency workflow. Trained and onboarded new agents by providing guidance on processes, systems, and best practices.

Agency VA LLC

Administrative Virtual Assistant

2021 - 2022

Quoted personal insurance lines for new and existing clients while managing mortgage requests, endorsements, and policy updates. Processed ACORD forms, provided comprehensive administrative support, and maintained well-organized digital records to ensure data accuracy and compliance.

Commission on Elections (COMELEC)

Technical Support Representative

2018 - 2019

Quoted personal insurance lines for new and existing clients while managing mortgage requests, endorsements, and policy updates. Processed ACORD forms, provided comprehensive administrative support, and maintained well-organized digital records to ensure data accuracy and compliance.

A1

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

A2

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

B1

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

B2

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

C1

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

C2

Can interact with ease and can differentiate their shades of meaning.

https://youtu.be/pNCTkjcHvhg