Jimmy

INSURANCE VIRTUAL ASSISTANT

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Insurance expertise, Customer service, Account management

Jimmy is the ideal Virtual Assistant for insurance agencies, seeking a customer-focused, detail-oriented professional with proven experience in insurance operations.

EMPLOYMENT SUMMARY

Jimmy brings over 2 years of solid experience in handling Business-to-Business and Personal Lines insurance accounts, gained during his tenure at Cognizant Technology Solutions as a Senior Process Executive. He specialized in analyzing client insurance policies, assisting agents with quotations and billing, and resolving policyholder concerns with high service quality. With a strong background in customer support and process execution, Jimmy consistently ensures strategic, client-centered solutions. His previous roles have further sharpened his professionalism and leadership in high-volume service environments.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF English Test

7.4/9

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Jimmy is a skilled Virtual Assistant with over 10 years of experience in insurance support, customer service, collections and account management. His background in both insurance and finance-related services makes him a versatile professional who can provide support to agencies, call centers, and service-based businesses.

Steadiness (S) - Dependable and patient. S-type VAs provide consistent support, build strong client relationships, and ensure smooth workflows.

Demonstrates clear and fluent communication with natural pronunciation and minimal pauses. Uses advanced vocabulary and complex grammar structures effectively to express nuanced ideas.

Account AssistanceInsurance Policy ReviewQuotingEscalation ManagementCustomer ServiceComplaint ResolutionTeam SupervisionClaims SupportCoverage AssistancePolicyholder CommunicationBilling Dispute Resolution

✓Insurance Carrier Systems

✓Quoting Tools

✓Microsoft Office

✓CRM

✓Web-Based Customer Support Tools

Two-Monitor Setup

Noise-Cancelling Headset

COGNIZANT TECHNOLOGY SOLUTIONS

Senior Process Executive

FEB 6, 2023 - JAN 6, 2025

• Handled insurance policy analysis, customer inquiries, agent support, and complaint resolution for personal insurance accounts with a focus on service quality.

TATA CONSULTANCY SERVICES

Senior Process Associate

MAR 2019 - FEB 6, 2023

• Provided customer service by managing inquiries, complaints, account validations, and ensuring procedural compliance to enhance customer satisfaction.

WNS GLOBAL SERVICES

Senior Credit Associate

MAY 2014 - DEC 2016

• Led outbound collections and account reconciliations, managed overdue debts, and ensured compliance with policies while mitigating high-risk accounts.

VCUSTOMER TECHMAHINDRA PHILS

Customer Service Representative

OCTOBER 2013

• Delivered professional customer support for inquiries and complaints, escalating unresolved issues and contributing to team Onboarding efforts.

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.