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Renee

Renee

INSURANCE VIRTUAL ASSISTANT | PERSONAL LINES SPECIALIST

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PERSONAL LINES INSURANCE, MULTI-CARRIER ENVIRONMENTS, QUOTING, AUTO | HOME | FLOOD

INSURANCE VIRTUAL ASSISTANT | PERSONAL LINES SPECIALIST

EMPLOYMENT SUMMARY

Renee brings 4 years of insurance virtual assistant experience at Cover Desk Philippines, where she managed the full policy lifecycle for personal lines—including issuance, endorsements, renewals, cancellations, and compliance documentation for a Florida-based agency. She handled client databases, policy reviews, and served as the primary contact for client inquiries. Prior to her insurance career, she worked at Accenture as a Recruiting Associate and Customer Service Consultant, building strong administrative, data management, and communication skills that complement her insurance expertise.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF English Test

80 B1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER
INTERMEDIATE
ADVANCED

EDUCATION

S+C
Renee is an Insurance Virtual Assistant with 4 years of experience in the insurance industry, primarily supporting personal lines operations for a Florida-based agency. She has experience handling auto, home, and flood policies, managing endorsements, cancellations, and policy reviews with strong accuracy and compliance. She has supported multiple account managers in high-volume environments while maintaining organized policy documentation. Renee is highly experienced in the quoting process, from gathering risk details to comparing premiums and identifying the best coverage options. She also handles client requests such as COIs, ID cards, and declarations, while managing inbound and outbound communications.

Steadiness (S) - Reliable and patient. S-type VAs are dependable team players who thrive in consistent, supportive environments and build strong long-term client relationships. Conscientiousness (C) - Detail-oriented and analytical. C-type VAs prioritize accuracy, follow established procedures, and ensure compliance and quality across every policy and document they handle.

Demonstrates solid intermediate proficiency, communicating clearly and effectively in everyday and work-related situations with growing confidence.

Personal LinesCommercial LinesHomeowners InsuranceAuto InsuranceFlood InsuranceQuote PreparationCOI ManagementEndorsement ProcessingCarrier PortalsClient CommunicationPolicy CancellationsPolicy ReviewCustomer ServiceData ManagementDocument Analysis
✓HawkSoft
✓EasyLinks
✓QuoteRush
✓AMS360
✓LightSpeed
✓Microsoft Office
✓Google Workspace
✓Canva
Noise canceling headset
Two monitors

COVER DESK PHILIPPINES

Insurance Virtual Assistant

Apr 2022 – Mar 2026 (Quezon City)

• Delivered comprehensive administrative support to insurance professionals, ensuring seamless daily operations.
• Managed policy issuance, endorsements, renewals, and cancellations to uphold accuracy and regulatory compliance.
• Maintained client and policy databases, ensuring data accuracy and availability for informed decision-making.
• Conducted thorough reviews of insurance documentation including applications, quotes, policies, and endorsements.
• Served as primary point of contact for client inquiries, delivering prompt and professional customer service.
• Utilized insurance software systems to streamline policy claims processing and generate comprehensive reports.

ACCENTURE, INC

Recruiting Associate

Jan 2021 – Mar 2022 (Remote)

• Organized and managed interview schedules to streamline recruitment efforts and enhance candidate experience.
• Maintained candidate record accuracy and compliance with data protection regulations.
• Engaged with hiring managers to clarify and align on specific staffing needs and requirements.
• Ensured a positive candidate experience through consistent and professional communication at all recruitment stages.

ACCENTURE, INC

Customer Service Consultant

Oct 2018 – Dec 2020 (Remote)

• Addressed customer inquiries promptly and professionally through chat platforms.
• Facilitated customer assistance by troubleshooting issues and resolving problems efficiently.
• Documented customer inquiries and resolutions to enhance service quality and support operations.
• Achieved and surpassed key performance indicators including response time, customer satisfaction ratings, and first-contact resolution rate.

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.

Far Eastern University

Bachelor of Science in Marketing Management

Manila

https://www.youtube.com/embed/q6hG7qbYBpQ