Back to VAs

Klein

INSURANCE VIRTUAL ASSISTANT | PERSONAL & COMMERCIAL LINES

TOOLS

EQUIPMENT

VIDEO

CLICK HERE

Commercial & personal insurance, quoting, certificates of insurance (COIs), evidence of insurance (EOIs), endorsements.

Insurance Virtual Assistant specializing in Commercial & Personal Lines.

EMPLOYMENT SUMMARY

Klein has worked in insurance support roles handling both Commercial Lines and Personal Lines operations. His responsibilities have included quoting, insurance documentation, endorsements, policy servicing, invoices, binders, loss runs, and communication with clients and account managers. He has experience using insurance agency management systems and carrier portals to support daily back-office operations.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF ENGLISH TEST RESULT

65/B1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Klein is an Insurance Virtual Assistant with experience supporting U.S. insurance agencies in Commercial Lines and Personal Lines. He specializes in back-office insurance operations including quoting, policy servicing, Certificates of Insurance (COIs), Evidence of Insurance (EOIs), endorsements, invoices, binders, loss runs, and carrier portal navigation. He is detail-oriented, adaptable, and committed to delivering accurate administrative support

Influence (I) - Charismatic and engaging. I-type VAs excel in client communication, networking, and keeping teams motivated. Dominance (D) - Proactive and goal-driven. D-type VAs take initiative, solve problems efficiently, and thrive in fast-paced environments.

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 Lines InsuranceHomeowners InsurancePersonal Auto InsuranceFire InsuranceCommercial Lines InsuranceGeneral LiabilityWorkers' CompensationCommercial Auto InsuranceTruckingEmployment LiabilityQuotingCertificates of Insurance (COIs)Evidence of Insurance (EOIs)Policy CheckingEndorsementsInvoice ManagementLoss RunsBindersDeclaration PagesInsurance Carrier Websites

Office Beacon Philippines - Arroyo Insurance Services - Redlands

Insurance Virtual Assistant (Admin assistant)

April 2025 - March 2026

Creating Proof of Insurance, EPI, Marketing Submissions, Quoting, managing Loss runs and renewals, Invoices, Binder, Bank Mortgage, etc. - also dependent when it comes to Communicating effectively with clients and account managers, analyze various situations regarding their insurance needs, and provide solutions that deliver the value they pay for.

Swak Bpo Corp. - Inszone Insurance Services

Data Processing Representative

Oct 2023 - March 2025

Quoting on both Commercial lines and Personal Lines. Creating Proof of Insurance, Evidence of Insurance, Carrier accessing, Edorsing, Invoices, Binder, Bank Mortgage, etc.

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.

Asian Institute of Science and Technology

Associate in Computer Science (2yrs Course); Certified in Visual Graphics Design NCIII

2021-2023