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Monica

INSURANCE VIRTUAL ASSISTANT | PERSONAL LINES

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PERSONAL LINES INSURANCE, END-TO-END POLICY MANAGEMENT, MULTI-CARRIER ENVIRONMENTS, AUTO | HOME | CONDO | UMBRELLA

Insurance VA focused on personal lines quoting, renewals, endorsements, and multi-carrier policy servicing.

EMPLOYMENT SUMMARY

Monica brings nearly five years of personal lines support across U.S.-focused insurance agencies. She has managed quoting for home, auto, condo, umbrella, dwelling fire, and related policy types, while handling renewals, endorsements, and policy changes with strong attention to detail. Her background includes compliance and quoting coordination, mortgage clause updates, claims and payment support via email and text, and multi-carrier portal workflows to keep policies accurate and clients well supported.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF English Test

65 B1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Monica is an Insurance Virtual Assistant with nearly five years of experience supporting personal lines, including homeowners, auto, condo, umbrella, and dwelling fire policies. She specializes in back-office insurance operations such as quote preparation for new business and renewals, policy servicing, and compliance support. She manages policy changes, mortgage clause updates, claim-related support via email and text, and remarketing workflows to secure better premiums for clients.

Conscientiousness (C) - Detail-oriented and structured. C-type VAs maintain policy accuracy, follow underwriting guidelines, and ensure documentation and compliance requirements are completed correctly across carriers.

Monica communicates clearly in everyday situations and continues to build confidence in professional settings.

Personal lines insuranceHomeowners insuranceAuto insuranceCondo insuranceUmbrella insuranceDwelling fire insurancePolicy servicingQuote preparationPolicy renewalsRemarketingData entryClient supportEmail managementCompliance supportMortgage updatesClaims assistanceUnderwriting supportCarrier portals

✓EZLynx

✓Applied Rater

✓NowCerts

✓Quote Rush

✓QQ Catalyst

✓Monday.com

✓Dotloop

✓Salesforce

✓Okta

✓Zillow

✓Redfin

✓Realtor

✓Carrier portals

✓FL Appraiser

✓County Appraiser websites

✓Dialpad

✓Microsoft Office

Noise canceling headset

Three monitors

Three Bridges Insurance

Compliance Assistant and Quoter

Dec 2024 - Feb 2026

• Prepared quotations for Home, Dwelling Fire, Auto, Umbrella, Flood, and Commercial Auto lines.
• Supported insured inquiries via email and text and assisted with claims and payment follow-up.
• Issued ID cards, processed data entry, and managed e-signature requests and policy documents.
• Handled re-shopping for renewals and prepared binding and payment workflows.
• Used Quote Rush, EZLynx Rater, NowCerts, Citizens portal, and FL Appraiser tools.

G. Preto Insurance

Insurance Quote Coordinator / Executive Assistant

Nov 2023 - Dec 2024

• Quoted Home, Auto, and Umbrella policies and prepared policy applications and payments via Dotloop.
• Managed policy changes, mortgagee clause updates, and policy renewals focused on competitive premiums.
• Organized client files, supported email and calendar management, and maintained accurate agency records.
• Worked with Monday.com, QQ Catalyst, and carrier portals for Massachusetts personal lines workflows.

Regency Insurance Group

General VA / Quoter

Aug 2021 - Nov 2023

• Prepared homeowners, condo, and DP3 quotes and generated insurance proposals for agency clients.
• Supported internal quote preparation, mail campaigns, and policy-related data entry in EZLynx.
• Worked with Applied Rater, carrier websites, and map research tools for underwriting readiness.
• Organized customer information and supported remarketing outreach to previous customers.

Telus International Philippines

Customer Service Advocate II / SME

May 2019 - Aug 2021

• Handled email tickets and case workflows with accurate data entry and technical issue resolution.
• Reviewed potential fraud activity and account identification workflows.
• Supported new hires as Subject Matter Expert (SME) and Tier II resource.
• Worked with Salesforce and Okta in high-volume support environments.

Concentrix Philippines

Customer Service Advisor I

Aug 2018 - May 2019

• Managed inbound and outbound support calls and provided customer issue resolution.
• Assisted with webpage troubleshooting and order status communication.
• Delivered service updates, timelines, and clear next steps for customer concerns.

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.