Lady Ann

INSURANCE VIRTUAL ASSISTANT

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3 yrs of Insurance Experience, PERSONAL & COMMERCIAL LINES, INSURANCE QUOTE SUPPORT, CRM MANAGEMENT

Lady Ann is an excellent Virtual Assistant for insurance agencies and service-based organizations seeking a reliable, detail-focused professional.

EMPLOYMENT SUMMARY

Lady Ann has over 4 years of experience providing administrative, customer service, and insurance support to U.S.-based clients. Her diverse background spans insurance support, executive assistance, e-commerce customer service, and telecommunications. She currently supports an insurance agency in Dallas, TX, where she handles insurance quotes, client follow-up, policy updates, and CRM management. Her experience includes managing customer inquiries, processing insurance quotes, maintaining accurate records, and coordinating cross-departmental tasks. Lady Ann's strengths include attention to detail, strong communication skills, ability to multitask effectively, and commitment to delivering exceptional service.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF English Test

80/B2

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Lady Ann is a dedicated Virtual Assistant with over 4 years of experience providing high-quality administrative, customer service, and insurance support to U.S.-based clients. She currently supports an insurance agency in Dallas, TX. Her background across insurance, executive assistance, e-commerce, and telecommunications allows her to adapt quickly to fast-paced, client-facing environments.

Steadiness (S) – Dependable and patient, S-type VAs provide consistent support, build strong client relationships, and ensure smooth workflows. Influence (I) – Enthusiastic and people-oriented, I-type VAs excel at communication, building rapport, and creating positive client experiences.

Shows clear and confident communication with good fluency and mostly natural pronunciation. Uses a broad vocabulary and solid grammar structures to express ideas effectively in both familiar and more complex situations.

Insurance Quote SupportClient Follow-UpPersonal Lines Insurance AssistanceInsurance QuotingEndorsementsPolicy UpdatesCRM ManagementAccurate Data EntryPhone & Text-Based Customer ServicePolicy & Quote DocumentationKPI-Driven Task CompletionCross-Department Coordination

✓Zywave

✓AgencyMatrix

✓CRM Systems

✓Microsoft Office (Word, Excel, Outlook, Teams)

✓Google Workspace

✓Slack

✓RingCentral

✓Trello

✓Canva

Two-Monitor Setup

Noise-Cancelling Headset

BIENVENIDO INSURANCE

Insurance Support - Virtual Assistant

2024 – 2025

• Providing client and quote support by accurately completing and submitting insurance quote forms

• Notifying agents when quotes are ready

• Sending quotes to clients (email, call, text)

• Maintaining focus and organization while multitasking

• Ensuring accurate data entry and CRM management

• Inputting all quotes and policies into the system

ARUZA & FOX PEST CONTROL

Executive Assistant - US Client

2023 – 2024

• Organizing and scheduling meetings, appointments, and events

• Handling incoming emails and calls, prioritizing messages, and responding on behalf of the executive

• Preparing reports, presentations, and correspondence

• Maintaining organized digital filing systems

• Assisting in project management (tracking deadlines, deliverables, updates)

• Conducting research for executive decision-making and strategic planning

INTEGRATED COLLECTIVE SOLUTIONS INC.

Fashion Nova - Contact Center Associate

2021 – 2022

• Handling Fashion Nova Email Support

• Deep understanding of product lines (clothing, accessories, trends)

• Strong written communication for inquiries and issue resolution

• Providing product information via email

• Analyzing customer concerns to identify root causes and offer solutions

VXI GLOBAL SOLUTIONS

Comcast - Customer Service Rep

2020 – 2021

• Handling Telco Account (Voice & Email Support)

• Understanding telecom products (internet, TV, phone lines, mobile phones)

• Troubleshooting and resolving customer issues (billing, service interruptions, equipment, account changes)

• Ensuring accuracy in processing requests

• Updating account information

• Documenting interactions in CRM systems

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.