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Jessa

Jessa

INSURANCE VIRTUAL ASSISTANT | PERSONAL & COMMERCIAL LINES

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EQUIPMENT

VIDEO

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PERSONAL LINES INSURANCE END-TO-END POLICY MANAGEMENT MULTI-CARRIER ENVIRONMENTS AUTO | HOME | RENTERS | UMBRELLA | LANDLORD

Jessa supports agencies by managing both new business and servicing tasks with precision. Her experience reflects full-cycle insurance support, combining technical knowledge, attention to detail, and strong client-facing communication.

EMPLOYMENT SUMMARY

Dynamic and results-driven Virtual Assistant with over 5 years of experience in customer service and 4+ years of remote work expertise. Proficient in digital marketing, administrative support, insurance, financial analysis, and process automation. Skilled in creating workflows, managing accounts, handling customer inquiries, and utilizing tools like ServiceTitan, QuickBooks, and SquareUp. A proven track record in driving business improvements and enhancing client satisfaction.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF ENGLISH TEST RESULT

7.9/9

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER
INTERMEDIATE
ADVANCED

EDUCATION

C+S
Jessa is an Insurance Virtual Assistant with approximately 3 years of hands-on experience supporting both personal and commercial lines, specializing in end-to-end quoting, policy servicing, and client communication. She works closely with VIP clients managing multiple policies and high-value accounts. She has strong experience handling new business, renewals, and remarketing, ensuring accuracy, responsiveness, and a high level of client satisfaction throughout the insurance lifecycle.
Conscientiousness (C) - Detail-focused and precise. C-type VAs ensure accuracy, maintain structured systems, and deliver high-quality work. Steadiness (S) - Calm, patient, and service-oriented. S-type VAs provide consistent support, build strong client relationships, and ensure smooth workflows.
Demonstrates strong fluency with clear, confident communication and the ability to perform effectively in professional environments.
QUOTINGRENEWALSREMARKETINGNEW BUSINESSCLIENT SUPPORTVIP MANAGEMENTPOLICY SERVICINGENDORSEMENTSCOI PROCESSINGDATA COLLECTIONCOVERAGE REVIEWBINDING SUPPORTAUTOHOMELANDLORDRENTERSMOTORCYCLEUMBRELLAWATERCRAFTBOPCOMMERCIAL AUTOWORKERS COMP
✓EZLYNX
✓AGENCYZOOM
✓BETTER AGENCY
✓ASANA
✓MONDAY.COM
✓TRELLO
✓RINGCENTRAL
✓GOOGLE WORKSPACE
✓NOTEBOOKLM
Noise-Cancelling Headset
Two-Monitor Setup

AssureGuru-Atlanta, GA

Insurance Virtual Assistant | Chief of Staff

March 2023 to April 2026

- Manage customer inquiries through phone, SMS, and email.
- Create email templates and automations to streamline company processes and improve customer communication.
- Design workflows using Draw.io to optimize business operations.
- Work closely with the tech team to develop UI designs for website development.
- Coordinate with clients in preparing, presenting, and updating insurance quotes for personal and commercial lines.
- Address customer inquiries regarding coverage details.
- Manage renewals and remarketing of quotes.
- Assist customers with policy change requests.
- Provide support and guidance to other VAs.
- Participate in the hiring process, including onboarding and training new VAs.

Lean Gut My Mind | Designed by Dietitians-Moorooka QLD

Part-Time Executive Virtual Assistant

February 2023 to Present

- Email Management: Monitor and respond to email inquiries promptly.
- Client Communication: Send follow-up emails and reminders to clients.
- Invoicing: Generate and send invoices using designated systems.
- Onboarding Coordination: Distribute onboarding forms and documents.
- Order Processing: Manage and process customer orders from intake to fulfillment.
- Supply Management: Order office or operational supplies as needed.
- Administrative Support: Perform additional administrative duties as needed.

Ohana Garage Doors-Katy, TX

Part-Time Administrative Assistant | Bookkeeper Va

April 2022 to Present

- Generate reports in ServiceTitan and assist with administrative tasks.
- Develop and schedule social media posts for various platforms.
- Support the company's WordPress website updates and design marketing materials.
- Handle invoicing, bill payments, and bank transaction matching using QuickBooks and SquareUp.
- Assist in managing monthly sales tax filings.

Part-Time Digital Marketing Virtual Assistant

Upwork-New York, NY

June 2021 to March 2023

- Edit and create video content for social media platforms.
- Design promotional materials (thumbnails, quote images) using Canva.
- Conduct lead generation and engagement.
- Develop captions and perform hashtag research.

Tiger Claims Management-New York, NY

Senior Customer Service Representative

January 2021 to March 2023

- Handle email management, appointment scheduling, and inbound/outbound calls.
- Assist with various admin tasks, including data entry and client communications.

Onlinejobs.ph-Riyadh

Woocommerce Product Writer

April 2022 to September 2022

- Conduct product research and write SEO-optimized content.
- Edit product images for online listings.

Concentrix CVG Inc.-Santa Rosa City, Laguna

Subject Matter Expert (SME)

February 2017 to October 2020

- Acted as the point of contact for customers with service/account issues.
- Provided support to customer service representatives.
- Conducted performance evaluations.
- Trained new hires and ensured they were up to date on new processes.

Alorica-Lipa City, Batangas

Technical Support Representative (TSR)

January 2016 to January 2017

- Delivered customer service by troubleshooting internet, cable, and landline issues.
- Promoted additional products and services.
- Provided customer education and value-added solutions.

SITEL PHILIPPINES ETON CYBERPOD-Ortigas Pasig

Customer Service Representative (CSR)

October 2015 to January 2016

- Assisted customers with order-related issues and queries.
- Managed account notations and processed orders efficiently.
- Ensured customer satisfaction through careful problem-solving.

DSWD - KALAHI CIDSS NCDDP-Quezon

Municipal Financial Analyst

June 2014 to June 2015

- Assisted in subproject proposal preparation and cost-effectiveness analysis.
- Conducted financial analysis and resource allocation.
- Maintained financial management systems for community projects.
- Facilitated monthly community financial meetings.
- Monitored project status through field visits.

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.

https://youtu.be/2HQlK1VLXfY