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Benaler

INSURANCE VIRTUAL ASSISTANT | COMMERCIAL LINES

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Personal lines, policy servicing, customer service, policy updates, certificates of insurance (COIs).

Personal Lines Insurance Virtual Assistant

EMPLOYMENT SUMMARY

Benaler has supported U.S. insurance agencies in Personal Lines insurance, providing policy servicing, quoting support, customer communication, and administrative assistance. Her experience includes handling policy renewals, claims documentation, client support, CRM management, and limited Commercial Lines support while working with insurance carriers and agency teams.

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

Benaler is an Insurance Virtual Assistant with almost 4 years of experience supporting U.S. insurance agencies, primarily in Personal Lines insurance operations. She has experience providing policy servicing, quoting support, customer communication, and administrative assistance while working closely with insurance carriers and agency staff. She has also provided limited support for Commercial Lines insurance operations.

Steadiness (S) - Dependable and patient. S-type VAs provide consistent support, build strong client relationships, and ensure smooth workflows. Influence (I) - Charismatic and engaging. I-type VAs excel in client communication, networking, and keeping teams motivated.

Demonstrates functional English communication skills in professional and customer-facing environments. Able to communicate clearly, follow instructions effectively, and provide courteous support in day-to-day interactions.

Personal Lines InsuranceAuto InsuranceHomeowners InsuranceMotorhomeLandlordUmbrellaCondoCommercial Lines SupportCertificates of Insurance (COIs)Cancellation FormsPolicy Release FormsQuotingCustomer ServicePolicy ServicingE-signaturesUnderwriting MemosPayment ProcessingBilling RemindersPolicy UpdatesCoverage ChangesCarrier Communication

✓AgencyZoom

✓GoHighLevel (GHL)

✓EzLynx

✓TurboRater

✓RingCentral

✓Insurance Carrier Websites

✓Microsoft Outlook

✓Google Voice

Noise-Cancelling Headset

Two-Monitor Setup

Smith Family Insurance

Insurance VA

June 2023 - June 2026

Provided administrative support for auto and home insurance operations by assisting with policy servicing, client communication, and insurance documentation. Managed inbound and outbound calls for client inquiries, policy renewals, payment reminders, claims follow-ups, and sales outreach. Supported agents by preparing quotes, endorsements, certificates of insurance, and renewal packets, while processing claims documentation and maintaining accurate client records in EzLynx, Agency Zoom, and GHL. Delivered consistent follow-up and personalized customer support to help improve client retention.

C4 Solutions

Insurance VA and Administrative

May 2022 - Dec 2022

Provided administrative and customer support for an insurance agency by handling high-volume phone calls and email inquiries. Scheduled appointments, managed calendars, assisted with client onboarding, verified documents, and prepared reports. Maintained organized filing and record-keeping systems to improve administrative accuracy and support daily insurance operations.

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.