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Brenda

BILINGUAL INSURANCE VIRTUAL ASSISTANT | COMMERCIAL LINES & UNDERWRITING SPECIALIST

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COMMERCIAL INSURANCE SUPPORT, UNDERWRITING & RISK ANALYSIS, QUOTING | ENDORSEMENTS | COI

BILINGUAL INSURANCE VIRTUAL ASSISTANT | COMMERCIAL LINES & UNDERWRITING SPECIALIST

EMPLOYMENT SUMMARY

Brenda has 5+ years of experience supporting Commercial Lines insurance operations across U.S. states including California, Texas, New Mexico, and Arizona. She progressed from handling certificates of insurance and endorsements to taking on full underwriting responsibilities — analyzing loss ratios, safety scores, and client data to assess risk and determine policy eligibility. Her expertise spans liability, physical damage, cargo, and umbrella policies, with hands-on experience in quoting, renewals, COI processing, and client communication across agency management systems.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF English Test

80 B2

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Brenda is a bilingual Insurance Virtual Assistant with 5+ years of experience supporting Commercial Lines operations across multiple states, including California, Texas, New Mexico, and Arizona. She has a strong background in underwriting, renewals, endorsements, and quoting, handling liability, physical damage, and cargo policies. She is experienced in risk assessment, analyzing loss ratios, safety scores, and client data to determine policy eligibility and pricing. Brenda manages the full policy lifecycle — including certificates of insurance, endorsements, renewals, and client communication — ensuring compliance and accurate execution throughout.

Conscientiousness (C) - Detail-oriented and analytical. C-type VAs bring precision to risk assessment, underwriting documentation, and policy compliance, ensuring every endorsement, renewal, and quote is executed with accuracy and full regulatory adherence.

She communicates clearly in most professional and everyday situations, with strong comprehension and the ability to handle work-related conversations effectively.

Commercial LinesLiabilityCargoPhysical DamageUmbrellaPolicy ServicingQuote PreparationPolicy RenewalsCOI ProcessingData EntryUnderwritingRisk AssessmentEndorsementsLoss Ratio Analysis

✓ImageRight

✓SharePoint

✓SAFER

✓TruckerCloud

✓CAB

✓AMS360

✓Microsoft Office

✓Microsoft Teams

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Dual monitor

COMMERCIAL LINES INSURANCE AGENCY (Remote)

Underwriting & Commercial Lines Specialist

2022 – Present

• Handles full underwriting responsibilities including risk assessment, loss ratio analysis, and safety score evaluation for commercial accounts.
• Manages policy lifecycle for liability, physical damage, cargo, and umbrella policies across CA, TX, NM, and AZ.
• Prepares quotes, processes endorsements, and manages certificate of insurance (COI) requests with accuracy and compliance.
• Coordinates renewals proactively, handling client communication and documentation in AMS360 and ImageRight.

INSURANCE SERVICES FIRM (Remote)

Commercial Lines Policy & Certificate Specialist

2019 – 2022

• Processed certificates of insurance, endorsements, and policy renewals for commercial trucking and transportation accounts.
• Used TruckerCloud, SAFER, and CAB to verify carrier data and support underwriting evaluations.
• Managed data entry, document organization, and client correspondence to support agency operations.
• Supported account managers with quoting preparation and policy servicing tasks.

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.