Grace

INSURANCE SPECIALIST | PERSONAL LINES

TOOLS

EQUIPMENT

VIDEO

CLICK HERE

3 YEARS OF INSURANCE EXPERIENCE • HOME, AUTO & RENTERS INSURANCE • ENGLISH LEVEL: ADVANCED

Grace brings a proactive and client-centered approach to insurance operations—balancing service and precision to deliver smooth workflows and exceptional customer experiences.

EMPLOYMENT SUMMARY

Grace brings 3 years of Personal Lines Insurance experience, gained while working as a Virtual Assistant at Delonix supporting U.S.-based insurance agencies. She also has a solid background in customer service from her roles at Eperformax Contact Centers, JP Morgan Chase Bank as a Telephone Banker, and TDCX Malaysia as an Account Specialist. Her strengths include excellent communication, attention to detail, strong organizational abilities, and the ability to handle high-volume client interactions with professionalism and care.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF English Test

95/C1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Grace is a bilingual insurance professional with over three years of experience supporting U.S.-based agencies across personal lines—including home, auto, renters, umbrella, and watercraft policies. She manages quoting, endorsements, renewals, billing, and claims documentation while ensuring seamless communication between clients and underwriters. Proficient in navigating carrier portals for policy updates and re-marketing, Grace ensures accuracy and compliance in every transaction.

Steadiness (S) - Calm, patient, and service-oriented. Grace builds trust with clients through consistent, empathetic, and reliable support.Conscientiousness (C) - Detail-focused and precise. She ensures accuracy in policy servicing, documentation, and communication with carriers and clients.

Communicates with exceptional fluency and clarity, using natural pronunciation and smooth, well-structured speech. Demonstrates advanced vocabulary and precise grammar control, effectively expressing complex and nuanced ideas.

QuotingPolicy ServicingEndorsementsRenewalsBillingClaims AssistanceClient CommunicationDocument VerificationPersonal LinesCustomer ServiceRe-marketingPolicy Updates

✓HawkSoft

✓NowCerts

✓AgencyZoom

✓PL Rater

✓EZLynx

✓Carrier Portals

✓Microsoft Office

✓Google Workspace

✓Slack

Two-Monitor Setup

Noise-Cancelling Headset

TDCX MALAYSIA

ACCOUNT SPECIALIST

DEC 2019 - DEC 2021

• Provided account support and customer care for high-volume client portfolios.

• Handled client inquiries, account updates, and issue resolution with accuracy and professionalism.

• Collaborated with internal teams to ensure smooth service delivery and strong customer satisfaction.

DELONIX

VIRTUAL ASSISTANT (INSURANCE SUPPORT)

MAY 2019 - NOV 2019

• Supported U.S.-based insurance agencies with personal lines servicing tasks.

• Assisted with quoting, endorsements, renewals, billing, and claims documentation.

• Communicated with clients and underwriters to support policy updates and servicing needs.

JP MORGAN CHASE BANK

TELEPHONE BANKER

MAR 2014 - NOV 2018

• Handled inbound customer calls related to banking products, transactions, and account inquiries.

• Provided accurate information, resolved issues, and ensured a positive customer experience.

• Adhered to compliance, security, and data privacy standards in all client interactions.

EPERFORMAX CONTACT CENTERS

CUSTOMER SERVICE REPRESENTATIVE

FEB 2011 - FEB 2014

• Provided front-line customer support across various accounts and services.

• Handled customer concerns, escalations, and service requests with empathy and efficiency.

• Developed strong communication skills while managing high-volume call queues.

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.