INSURANCE VIRTUAL ASSISTANT | PERSONAL LINES SUPPORT SPECIALIST
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Personal lines Insurance, Policy Servicing, AMS360, EZlynx
Dependable insurance support specialist focused on policy servicing, documentation management, and personal lines insurance administration.
EMPLOYMENT SUMMARY
Levi has experience in insurance processing, policy administration, customer fulfillment, and financial account support. He has worked with agency management systems, policy binding and issuance, policy servicing, workflow optimization, and client support. His background also includes serving as a Subject Matter Expert (SME) in both fulfillment and financial account environments.
EMPLOYMENT HISTORY
ASSESSMENT RESULTS
DISC PERSONALITY RESULT
EF ENGLISH TEST RESULT
95/C1
COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)
BEGINNER
INTERMEDIATE
ADVANCED
EDUCATION
S+C
Levi has Personal Lines insurance experience supporting a Pennsylvania-based agency. His primary responsibilities included policy binding, reviewing quotes, preparing applications, collecting payments, obtaining electronic signatures, and processing policies through carrier portals. He has experience with homeowners, personal auto, and umbrella insurance. Additionally, he handled policy servicing tasks such as endorsements, vehicle changes, policy updates, and client requests. Levi also assisted with certificates of insurance (COIs), evidence of insurance requests, and general policy administration. His background is focused on accurate policy processing, documentation management, and supporting clients throughout the insurance lifecycle.
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 advanced English communication skills with the ability to understand complex written and spoken content, communicate effectively in professional environments, and interact confidently with clients and agency teams. Able to follow nuanced discussions, recognize implied meaning, and provide clear, professional support.
• Utilize EZlynx to manage agency workflows, including binding and issuing new insurance policies. • Process policy changes, renewals, and documentation with high attention to detail. • Collaborate with agents and underwriters to ensure seamless policy fulfillment. • Skilled in end-to-end policy management and documentation. • Strong background in handling financial accounts and verification tasks. • Experienced SME capable of improving fulfillment and processing speeds. • Expert in navigating agency management systems for quoting, binding, and issuing policies. • Professional oral and written skills for client and underwriter interactions.
Homeaglow
Job Fulfillment Specialist / SME
Jan 2023 – April 2025
• Managed high-volume job fulfillment workflows, serving as a Subject Matter Expert for the team.
TaskUs, Meycauayan
SME / Financial Account Representative
June 2019 – 2023
• Spearheaded process improvements for financial accounts, ensuring accuracy in complex transactions.
A1
Can understand and use familiar everyday expressions and basic questions about personal details.
A2
Can have very short social exchanges and give information on familiar and routine matters when traveling.
B1
Can briefly describe past events and future plans, give reasons for opinions and explain advantages and disadvantages.
B2
Can communicate confidently in a variety of academic and professional environments.
C1
Can use the language flexibly and effectively for social, academic and professional purposes.
C2
Can interact with ease and can differentiate their shades of meaning.
