Joel

INSURANCE VIRTUAL ASSISTANT | PERSONAL & COMMERCIAL LINES

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Personal & commercial lines underwriting & policy processing. Applied Epic | AMS360 | Applied Rater.

Helping insurance agencies streamline Personal and Commercial Lines policy administration with accurate underwriting support and efficient policy processing.

EMPLOYMENT SUMMARY

Joel has approximately four years of experience supporting U.S. insurance agencies in Personal and Commercial Lines. His background includes policy processing, underwriting support, endorsements, renewals, cancellations, quoting assistance, document management, policy servicing, and maintaining accurate client records while working with multiple carrier platforms and agency management systems.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF English Test

65/100 B1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Joel is an Insurance Virtual Assistant with approximately 4 years of experience supporting U.S. Personal and Commercial Lines insurance agencies. He specializes in policy processing, underwriting support, portfolio management, endorsements, renewals, cancellations, quoting assistance, document management, carrier communication, and quality assurance. He has experience using Applied systems to maintain policy accuracy, resolve discrepancies, and provide reliable administrative support throughout the policy lifecycle.

Influence (I) - Charismatic and engaging. I-type VAs excel in client communication, networking, and keeping teams motivated.

Demonstrates functional English communication skills in professional and customer-facing environments. Able to communicate clearly, follow instructions effectively, and provide courteous support in day-to-day interactions.

Personal LinesCommercial LinesPersonal AutoHomeownersEarthquakeWindHealthWorkers' CompensationProfessional LiabilityCommercial PropertyUnderwriting SupportPolicy ServicingEndorsementsCancellationsRenewalsPersonal Lines QuotingCOI IssuanceDocument ReviewQuality AssuranceCarrier CommunicationPolicy ChangesMortgage ChangesClient Records

✓Applied Epic

✓Applied Rater

✓AMS360

✓JIRA

✓PowerBroker

✓Microsoft Office

Two-Monitor Setup

Noise-Cancelling Headset

AI Insurance

Administrative Specialist

August 2025 - May 2026

Supported policy administration by processing new policy applications, renewals, endorsements, and cancellations. Maintained accurate client policy records, verified policy coverage details, downloaded policy documents and endorsements from carrier websites, and assisted agents with Auto and Home quoting, underwriting submissions, and follow-ups.

Billyard Insurance Group

Insurance VA - Personal Lines Portfolio Underwriter

Sept 2024 - July 2025

Supported Personal Lines underwriting by verifying policy information, processing policy applications, issuing insurance policies, ensuring policy accuracy and completeness, and resolving policy discrepancies.

SWAK BPO - Clarkfield, Pampanga

Insurance Policy Processor - Commercial and Personal Lines (Inszone Insurance)

October 2021 - August 2024

Processed Commercial and Personal Lines insurance policies by reviewing policy documents for accuracy, handling endorsements, issuing certificates, checking carrier sites for policy renewals, processing policy cancellations, and preparing reinstatements and renewal declaration pages.

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.