Steadiness (S) - Calm, patient, and service-oriented. S-type VAs provide consistent, reliable support, build strong client relationships, and keep service workflows moving smoothly. Conscientiousness (C) - Detail-focused and precise. C-type VAs ensure accuracy in policy servicing, endorsements, COIs, and documentation, helping reduce errors and protect the agency and insureds.
Demonstrates solid intermediate proficiency in professional communication. Able to communicate clearly and effectively in everyday business situations with good comprehension and confidence when dealing with clients, carriers, and internal teams.
Insurance Executive Virtual Assistant
April 2021 – March 2025
• Supported a U.S.-based insurance agency across personal and commercial lines.
• Handled quoting, endorsements, policy changes, renewals, and COI requests.
• Worked daily in multiple carrier portals to submit applications, process changes, and review underwriting requirements.
• Coordinated with underwriters, producers, and clients to ensure accurate and timely policy servicing.
• Managed mortgagee and lienholder updates, billing questions, and documentation in the AMS.
Customer Service Team Lead
July 2023 – May 2024
• Led a customer service team handling inbound and outbound support for U.S.-based clients.
• Monitored quality, coached agents, and ensured service-level agreements were met.
• Handled escalations and complex customer issues while maintaining client satisfaction.
Customer Service Team Lead
November 2021 – July 2023
• Oversaw daily operations for a customer support team across phone, email, and chat.
• Tracked performance metrics, provided feedback, and supported training and onboarding.
• Collaborated with clients to align workflows, documentation, and reporting needs.
Customer Service Team Lead
July 2019 – October 2021
• Managed frontline customer support teams in a BPO environment.
• Supervised KPIs, coaching, and scheduling to maintain high-quality service.
• Supported process improvements and documentation for client accounts.
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.
Bachelor of Science in Information Technology
High School Diploma