Clyde

Clyde

INSURANCE VIRTUAL ASSISTANT | PERSONAL LINES INSURANCE SPECIALIST

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Personal lines insurance, back-office servicing, AMS360, Applied Epic, EZlynx

Insurance Virtual Assistant specializing in personal lines servicing and back-office insurance support.

EMPLOYMENT SUMMARY

Clyde has worked in insurance administration and virtual assistance across remote agencies supporting both personal and commercial lines insurance. His responsibilities have included insurance quoting, endorsements, renewals, policy servicing, certificates of insurance, carrier coordination, document management, and client communications while utilizing multiple agency management systems and carrier platforms.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF ENGLISH TEST RESULT

95/C1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER
INTERMEDIATE
ADVANCED

EDUCATION

S
Clyde is an insurance professional with more than six years of remote insurance experience supporting primarily personal lines agencies with additional exposure to commercial lines. His background includes policy servicing, quoting support, endorsements, renewals, carrier coordination, document management, and back-office insurance operations. With extensive experience working independently in remote environments, he has developed a strong understanding of agency workflows while providing accurate, organized support across day-to-day insurance operations.
Steadiness (S) - Dependable and patient. S-type VAs provide consistent support, build strong client relationships, and ensure smooth workflows.
Demonstrates advanced English communication skills with the ability to interact confidently in professional and customer-facing environments. Communicates clearly, understands complex insurance terminology, and effectively collaborates with clients, carriers, and agency teams.
Auto InsurancePersonal Lines InsurancePolicy ServicingQuotingEndorsementsRenewalsCarrier CommunicationCertificates of InsuranceCommercial LinesDocument ManagementHome Insurance
AMS360
Applied Epic
EZlynx
Insurance Carrier Portals
Outlook
MS Office
Noise-Cancelling Headset
Three-Monitor Setup

SCALEOPS

Virtual Assistant/Insurance Admin Assistant

January 24, 2025 - May 15, 2026

Supported personal lines insurance operations by preparing new and renewal quotes for Auto, Home, and Flood policies across multiple carriers. Processed policy changes, endorsements, cancellations, renewals, reinstatements, certificates of insurance (COIs), and policy document management. Prioritized and responded to emails using Outlook while maintaining accurate insurance records.

NOWSTAFF VIRTUAL ASSISTANCE SERVICES

Virtual Assistant/Insurance Admin Assistant

October 02, 2023 - January 18, 2025

Prepared new and renewal quotes for Boat, Auto, and Home insurance policies across multiple carriers. Managed policy changes, endorsements, cancellations, renewals, reinstatements, certificates of insurance (COIs), and policy documentation. Prioritized and responded to client emails using Outlook and Gmail while supporting daily insurance administration.

OFFICE BEACON

Virtual Assistant/Insurance Admin Assistant

December 12, 2022 - August 16, 2023

Provided administrative support for personal lines insurance by preparing Auto and Home insurance quotes, processing endorsements and policy cancellations, obtaining customer electronic signatures, and managing policy documents. Created Auto ID cards, DL123 forms, receipts, and invoices while handling email communications through Teams and Outlook.

SWAK BPO CORP.

Data Representative Processor/Insurance Admin Support

June 10, 2019 - December 09, 2022

Supported commercial insurance operations by preparing General Liability and Excess Liability quotes, organizing binding files, reviewing inspection results for underwriters, creating certificates of insurance (COIs), and managing policy documentation. Prioritized email communications and coordinated client correspondence through Teams.

TASKUS

Data Analyst/Traffic Analyst

February 22, 2018 - May 14, 2019

Analyzed traffic data by identifying and labeling moving and non-moving road objects, entering collected information into the Turbo web tool, presenting results to the client, and communicating with the client through Slack.

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.

East Central Colleges

Associate in Computer Technology (Tertiary)

2008 - 2010

https://youtu.be/hjfTT0Tw1Zw