Joyce

INSURANCE VIRTUAL ASSISTANT | PERSONAL LINES INSURANCE

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Personal lines insurance customer service, policy servicing, PL Rater, Outlook

Dedicated insurance virtual assistant providing reliable personal lines policy support and exceptional customer service.

EMPLOYMENT SUMMARY

Joyce has experience supporting personal lines insurance agencies and customer service operations through remote administrative and insurance support roles. Her background includes insurance endorsements, quoting support, billing assistance, documentation, inbound calls, policy servicing, and back-office administration. She has also provided professional customer support while maintaining organized records and efficient workflows.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

100/C1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Joyce is an experienced insurance professional with a strong background supporting personal lines insurance operations in a U.S. agency. She has hands-on experience assisting with quoting support, policy servicing, endorsements, renewals, certificates of insurance, billing inquiries, and customer communications. She is known for her service-oriented approach, strong communication skills, and ability to provide dependable support to insurance teams.

Steadiness (S) - Calm, patient, and service-oriented. S-type VAs provide consistent support, build strong client relationships, and ensure smooth workflows. Conscientiousness (C) - Detail-focused and precise. C-type VAs ensure accuracy, maintain structured systems, and deliver high-quality work.

Demonstrates exceptional English communication skills with the confidence to interact naturally and professionally in customer-facing environments. She communicates fluently, understands complex conversations with ease, and is well prepared to support clients, carriers, and agency teams in both written and verbal communication.

Personal Lines InsurancePolicy ServicingQuotingEndorsementsRenewalsCertificates of InsuranceCustomer ServiceCarrier CommunicationAuto InsuranceHome InsuranceBilling SupportInbound & Outbound Calls

✓PL Rater

✓Outlook

✓Google Workspace

✓MS Office

Noise-Cancelling Headset

Two-Monitor Setup

Kaplan Insurance Agency NY

Personal Lines Insurance VA

July 2024 – April 2026

Supported personal lines insurance operations by processing policy endorsements, preparing remarketing quotes for licensed agents, handling inbound calls and client inquiries, assisting with billing and policy documentation, and maintaining client records using Hawksoft and PL Rater.

Coverdesk Philippines

Back-Office Support VA

March 2022 – January 2024

Provided back-office support for home and auto personal lines insurance accounts by managing documentation, performing data entry, handling policy-related administrative tasks, and maintaining organized records to support workflow efficiency.

Lizardbear Tasking Inc.

Customer Service Representative

February 2020 – June 2020

Delivered customer support by responding to customer emails, addressing concerns using support tools and product knowledge, and maintaining high-quality service standards in a retail customer service environment.

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.