Ash

Ash

INSURANCE VIRTUAL ASSISTANT | PERSONAL LINES SUPPORT

TOOLS

EQUIPMENT

VIDEO

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Personal lines, Quoting, Endorsements, COI

Ash combines strong quoting skills with excellent customer service, ensuring clients receive the best coverage options. His ability to manage multiple tasks and systems makes him a reliable and efficient team member.is full-cycle insurance experience makes him a valuable asset for any insurance-focused team.

EMPLOYMENT SUMMARY

Ash has experience supporting insurance agencies, finance operations, ecommerce support, customer service, and technical support roles. His background includes quoting and policy support for personal lines insurance, customer success, data entry, accounting assistance, email management, and backend administrative support. He is experienced using agency management systems, CRMs, ecommerce tools, and communication platforms while delivering organized and dependable support.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF ENGLISH TEST RESULT

75 B2

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER
INTERMEDIATE
ADVANCED

EDUCATION

I+S
Ash is an insurance professional with one year of hands-on experience working directly with an agency, specializing in personal lines including homeowners, auto, and life insurance. He has a strong foundation in quoting, policy administration, and client support, playing a key role in generating competitive quotes and managing policy documentation such as renewals, COIs, and endorsements. Gideon is detail-oriented and understands the impact of accurate quoting on revenue, consistently comparing multiple carriers to deliver the best coverage options. He is also experienced in handling client inquiries with professionalism and empathy, ensuring a positive customer experience.
Influence (I) - Charismatic and engaging. I-type VAs excel in client communication, networking, and keeping teams motivated. Steadiness (S) - Dependable and patient. S-type VAs provide consistent support, build strong client relationships, and ensure smooth workflows.
Demonstrates strong communication skills with the ability to handle professional conversations effectively in English.
Personal LinesAutoHome InsuranceLife InsuranceQuotingPolicy RenewalsEndorsementsCarrier ComparisonPremium AnalysisClient CommunicationPolicy ManagementDocument ManagementCarrier Websites
RingCentral
HawkSoft
Zendesk
Freshdesk
Oneday
Zoom Phone
Avaya
VMware
Google Workspace
Noise-Cancelling Headset
Two-Monitor Setup

Freelance ( Insurance Agency )

GVA: Personal Lines Insurance Agency

JAN 2025 - MARCH 2026

• VA for Insurance Agency
• Personal Lines VA
• AMS utilization (Hawksoft)
• Insurance Carriers
• Insurance Documents, Home & Auto Quotes
• Customer Success
• Purely backend support
• Email and Client Management

Goli Products

Social Media Affiliate Support

AUG 2024-JAN 2025

• Supplemental Products
• Social Media Endorsement
• Marketing
• Ecommerce
• Data Entry
• Tiktok Sales Center & Shopify.com

OfficePartners360

Finance Associate

JUNE 2022-AUG 2024

• Wayfair US and EU
• Accounting
• Stripe Refunds
• Modifying Wires & Cheques payment
• Data Entry
• Tier 2 customer support
• Nonvoice / Email Marketing

Macys.com

Customer Service Rep & Technical Support

JUNE 2021-DEC 2021

• Order Entry, Product Management
• Inbound & Outbound Calls
• Customer Success

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/56owXFsSqMQ