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Joy K.

INSURANCE VIRTUAL ASSISTANT | COMMERCIAL LINES

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Commercial insurance, quoting, endorsements, and COI issuance.

Commercial insurance VA focused on quoting, renewals, endorsements, COIs, remarketing, and carrier portal workflows.

EMPLOYMENT SUMMARY

Joy has deep commercial insurance experience across U.S. submission-desk and virtual assistant roles. At Inszone Insurance Services (2021–2025), she managed new business, renewal, and rewritten submissions; quoting and remarketing; COIs; commercial lines processing; ACORD forms and supplemental applications; loss runs and MVRs; endorsements; and carrier verification workflows while supporting executives, account managers, and producers. In her current VA role (2025–2026), she continues quoting, submissions, insured and underwriter communications, and account-manager support, including special projects. Earlier, as a Content Moderator at Sutherland Global Services (2016–2021), she built strong quality-review and customer-communication fundamentals.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF English Test

90/C1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Joy is a Commercial Insurance Virtual Assistant with 5 years of experience in policy processing, quoting, and submission workflows across multiple lines of business, including Workers' Compensation, General Liability, Commercial Auto, and Commercial Package. She specializes in renewals, new business, and rewritten policies, handling endorsements, COIs, ACORD forms, and remarketing through various carrier portals, while consistently quoting with multiple carriers and supporting account managers with accurate, competitive options, ensuring efficiency, compliance, and strong turnaround times.

Steadiness (S) - Service-oriented and dependable. S-type VAs provide consistent support and maintain smooth coordination across policy workflows. Influence (I) - Communicative and persuasive. I-type VAs build rapport with stakeholders and keep client and team interactions positive and productive.

Demonstrates strong English proficiency with clear, confident, and effective communication in professional settings.

Commercial insurancePolicy processingQuotingRenewalsEndorsementsCOI issuanceACORD formsRemarketingCarrier portals

✓Applied Epic

✓AMS360

✓NowCerts

✓Microsoft Office

✓Microsoft Teams

Noise canceling headset

Two monitors

Virtual Assistant — Commercial Insurance

Commercial Insurance Assistant

2025 – 2026

• Quoting and submissions.
• ACORD forms and supplemental applications.
• Certificates of insurance (COIs).
• Endorsements.
• MVR and loss runs.
• Email communication with insureds, underwriters, and clients.
• Support for account managers and producers.
• Special projects.

Inszone Insurance Services

Submission Desk

2021 – 2025

• Submissions for new business, renewals, and rewrites.
• Support for executives, account managers, and producers.
• Quoting and remarketing for new business and renewals; submissions to carriers and underwriters.
• Certificates of insurance (COIs).
• Commercial lines handling and processing.
• Preparing quote proposals.
• Creating ACORD forms and supplemental applications.
• Obtaining loss runs and MVRs.
• Requesting endorsements.
• Collecting and reviewing documents prior to submission.
• Email communication with insureds, clients, and underwriters.
• Submitting insured information in carrier systems to verify quote eligibility.

Sutherland Global Services

Content Moderator

2016 – 2021

• Categorizing customer questions.
• Approving or rejecting customer-submitted item photos.
• Answering general item-related inquiries.

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.