Cielo

Cielo

INSURANCE VIRTUAL ASSISTANT | PERSONAL & COMMERCIAL LINES SUPPORT

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Personal & commercial lines quoting & policy servicing. AMS360, Applied Epic, EZLYNX

Insurance Virtual Assistant specializing in personal and commercial lines support.

EMPLOYMENT SUMMARY

Cielo has experience supporting insurance agency operations through policy servicing, endorsements, renewals, quoting, billing support, document management, and client communication. She has assisted account managers with policy transactions, maintained agency management systems, supported new business activities, and ensured accurate policy administration while providing reliable client support.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF ENGLISH TEST RESULT

90/C1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER
INTERMEDIATE
ADVANCED

EDUCATION

C+S
Cielo is an insurance professional with approximately three years of experience supporting personal and commercial lines insurance operations for a California-based agency. Her background includes quoting support, policy servicing, endorsements, renewals, remarketing, carrier communication, certificates of insurance, and new business support. With experience assisting account managers and agency teams across multiple areas of insurance operations, she has developed a strong foundation in agency workflows and client support. Her combination of technical insurance knowledge, attention to detail, and familiarity with both servicing and quoting activities makes her a valuable resource for agencies seeking dependable insurance support.
Conscientiousness (C) - Detail-focused and precise. C-type VAs ensure accuracy, maintain structured systems, and deliver high-quality work. Steadiness (S) - Calm, patient, and service-oriented. S-type VAs provide consistent support, build strong client relationships, and ensure smooth workflows.
Demonstrates advanced English communication skills with the ability to interact effectively in professional and customer-facing environments. Communicates clearly, follows instructions well, and confidently supports clients, carriers, and agency teams. Her assessment results reflect strong verbal and written communication skills suitable for insurance servicing and client support roles.
Certificates of InsuranceCommercial LinesEndorsementsHome InsurancePersonal LinesPolicy ServicingQuotingRemarketingRenewalsCarrier Communication
AMS360
Applied Epic
EZLynx
PL Rater
AgencyZoom
Insurance Carrier Portals
Noise-Cancelling Headset
Two-Monitor Setup

SWAK BPO

Customer Service Representative

December 2022 - March 2026

Supported insurance agency operations by assisting account managers with policy changes, renewals, cancellations, and quoting activities. Managed policy documentation and maintained accurate records in AMS360 while handling billing reminders, policy audits, and client email communications. Assisted with lead tracking, new business support, and policy servicing activities, ensuring accuracy, compliance, and timely client support.

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.

Mabalacat City College

Bachelor of Technical-Vocational Education

August 2018 - November 2022

https://youtu.be/p0WK-rNJ1DI