Jayson

Jayson

INSURANCE VIRTUAL ASSISTANT | PERSONAL & COMMERCIAL LINES SUPPORT

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Quoting, Personal Lines Insurance, Applied Epic, AMS360, EZLynx

Jayson supports insurance professionals with quoting, policy servicing, renewals, endorsements, and carrier communication while maintaining accuracy and efficiency. His attention to detail and reliability make him a strong asset to insurance agencies seeking dependable support

EMPLOYMENT SUMMARY

Jayson has experience supporting insurance brokers, account managers, and agency operations within the U.S. insurance industry. His responsibilities include quoting, policy servicing, endorsements, renewals, certificate processing, carrier communication, account maintenance, and submission management. He has worked across personal and commercial insurance lines while supporting both client servicing and policy administration functions.

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

S+C
Jayson is a well-rounded insurance professional with more than 4 years of experience supporting U.S. insurance agencies across personal lines, commercial lines, PT&C, and health insurance. His background includes policy servicing, endorsements, renewals, quoting, remarketing, carrier communication, COI processing, submissions, and account maintenance. He regularly supports brokers and producer teams through new business activities, marketing accounts, policy management, and carrier interactions. His experience across multiple insurance products and agency operations makes him a valuable asset for agencies seeking knowledgeable long-term support.
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 advanced English proficiency with strong communication skills in professional and client-facing environments. Able to communicate clearly and confidently while maintaining accuracy and professionalism.
Commercial Auto InsuranceGeneral Liability InsuranceHomeowners InsurancePersonal Auto InsuranceUmbrellaWorkers' CompensationHealth InsuranceQuotingRenewalsRemarketingEndorsementsCOI ProcessingAccount ManagementCarrier CommunicationClient ServiceCoverage ReviewsCustomer RelationsPhone SupportPolicy ManagementPolicy Servicing
Applied Epic
AMS360
EZLynx
PL Rater
QuoteRush
Allied
Carrier Software
Google Workspace
MS Office
Noise-Cancelling Headset
Two-Monitor Setup

Swak BPO Corp.

Assistant Broker

2024 - Present

Supports brokers and professional teams by assisting with product marketing, quoting, carrier communication, policy distribution, account creation, endorsements, certificates of insurance (COI), application submissions, filing, and renewal updates.

Swak BPO Corp.

Data Processing Representative Level 2

2021 - 2024

Supported account managers through policy administration, data entry, policy checking, certificate generation, renewals, quote and policy updates, vehicle and property management, policy modifications, endorsement processing, audit preparation, carrier document retrieval, and renewal update coordination.

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.

HOLY ANGEL UNIVERSITY

Science, Technology, Engineering and Mathematics (STEM) - Senior High School

2019-2021

ANGELES CITY NATIONAL TRADE SCHOOL

Computer IT - Vocational

2015-2019

https://youtu.be/0G1KJMjoKGM