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Cristina

INSURANCE VIRTUAL ASSISTANT | PERSONAL LINES INSURANCE

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Personal lines insurance, quoting and policy servicing, AMS360 and Applied Epic.

Dependable and organized personal lines insurance support.

EMPLOYMENT SUMMARY

Cristina has worked in personal lines insurance support, lead generation, and outbound market research. Her responsibilities have included processing endorsements and cancellations, checking and quoting policies, maintaining policy records, managing customer data, coordinating with sales teams, conducting surveys, and meeting operational targets and deadlines.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF ENGLISH TEST RESULT

75/B1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Cristina has approximately two years of insurance experience supporting personal lines agencies with quoting, policy servicing, endorsements, renewals, and policy administration. She has worked extensively with AMS360, HawkSoft, Applied Epic, Vertafore Rating, and carrier portals, assisting with rating, non-premium endorsements, policy updates, mortgagee and lienholder changes, driver and vehicle additions, and renewal processing. Her attention to detail and strong administrative background allow her to provide accurate and efficient support throughout the policy lifecycle.

Steadiness (S) - Calm, patient, and service-oriented. S-type VAs provide consistent support, build strong client relationships, and ensure smooth workflows. Conscientiousness (C) - Detail-focused and precise. C-type VAs ensure accuracy, maintain structured systems, and deliver high-quality work.

Demonstrates intermediate English communication skills with the ability to communicate professionally with clients, carriers, and internal teams while continuing to strengthen overall fluency.

Personal lines InsuranceQuotingEndorsementsRenewalsPolicy servicingPolicy updatesCarrier communication

✓AMS360

✓Applied Epic

✓HawkSoft

✓Vertafore Rating

✓PL Rating

Noise-Cancelling Headset

Two-Monitor Setup

Swak BPO

Data Processing Representative (VA)

July 2024 - May 2026

Supported personal lines insurance operations by processing endorsements, including mortgagee and lienholder changes, and adding or deleting drivers and vehicles. Performed policy checking, home and auto quoting using PL Rater, processed cancellation requests and notices of cancellation, completed carrier website transactions, sent insurance ID cards and policy documents to clients, maintained policy records in the IAA website, and added building locations.

Clark Outsourcing (Xsellerate)

Lead Generation Specialist

January 2024 - May 2024

Utilized Airweb tools to capture and analyze customer conversations in support of lead generation efforts. Maintained accurate customer data in Excel, coordinated updated customer information with the sales team, and worked toward meeting lead generation targets through data management and proactive lead generation practices.

Survey Monster Inc.

Survey Specialist (Outbound)

December 2021 - December 2023

Conducted market research by designing questionnaires, collecting data, and analyzing results to provide business insights. Generated quality survey data through data mining, target audience identification, appropriate sampling techniques, and minimizing survey bias. Managed survey activities to meet quotas and deadlines while maintaining data quality.

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.