Jean

INSURANCE VIRTUAL ASSISTANT | COMMERCIAL LINES INSURANCE

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Commercial lines insurance, Policy servicing & COIs, EZLynx, Ringy

Dependable commercial lines insurance virtual assistant providing accurate policy servicing and organized agency support.

EMPLOYMENT SUMMARY

Jean has over six years of experience supporting insurance agencies and administrative operations through virtual assistance roles. Her background includes commercial lines policy servicing, insurance documentation, quoting support, scheduling, executive assistance, carrier communication, and customer service. She has worked closely with agency teams while providing organized, detail-oriented administrative support.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

70/B1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Jean is an insurance professional with more than six years of experience supporting commercial lines insurance agencies. Her background includes policy servicing, quoting support, endorsements, certificates of insurance, additional insured requests, carrier communication, and claims coordination. Having worked closely with underwriters, insureds, and agency teams, she has developed a strong understanding of commercial insurance operations and consistently provides organized, detail-oriented support across day-to-day agency workflows.

Steadiness (S) - Dependable and patient. S-type VAs provide consistent support, build strong client relationships, and ensure smooth workflows. Influence (I) - Charismatic and engaging. I-type VAs excel in client communication, networking, and keeping teams motivated.

Demonstrates practical English communication skills with the ability to support professional and customer-facing conversations. Communicates clearly, understands insurance terminology, and is comfortable collaborating with agency teams while continuing to build confidence in more complex conversations.

Commercial Lines InsurancePolicy ServicingCertificates of InsuranceEndorsementsQuotingCarrier CommunicationLoss Run RequestsCustomer ServiceACORD Forms

✓EZLynx

✓Insurance Carrier Portals

✓Ringy

✓Google Workspace

✓MS Office

✓Google Meet

Noise-Cancelling Headset

Two-Monitor Setup

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Executive Virtual Assistant

2023 – 2026

Provided remote administrative support to executives by managing emails, preparing documents, coordinating meetings, scheduling insurance-related events and client appointments, maintaining association records through data entry, generating Excel reports, and collaborating with team members to support efficient remote operations.

Cover Desk Philippines, Philippines

Virtual Assistant (Office-Based)

2020 – 2023

Supported insurance and building trades clients by processing quotes, updating policy records, managing client inquiries, coordinating schedules for sales teams and executives, organizing insurance documentation, filing claims, ensuring regulatory compliance, and assisting with office administration, inventory tracking, and report generation.

Alorica, Philippines

Call Center Agent (Telco Sales)

2018 – 2020

Delivered customer service and telecommunications sales support by handling inbound and outbound calls, promoting products, resolving customer inquiries, updating customer accounts in CRM systems, processing sales transactions, achieving sales targets through effective communication and upselling, and coordinating with support teams to resolve customer issues.

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.