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Rona Mae

Rona Mae

INSURANCE VIRTUAL ASSISTANT

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Insurance expertise, HR support, Administrative operations

Rona is an ideal Virtual Assistant for insurance agencies, HR teams, and service-based businesses seeking a professional who can combine insurance operations expertise with strong HR and administrative support to ensure seamless day-to-day efficiency.

EMPLOYMENT SUMMARY

Rona Mae gained her 2 years of experience in Personal Lines Insurance while working as an Insurance Virtual Assistant in a freelance role. During this time, she handled tasks such as reshoping renewals, quote preparation, submitting applications, policy documentation, endorsements, billing updates, and ACORD forms. She was also proficient in using CRM systems and carrier platforms like Vertafore, AMS, QQ Catalyst, and EZLynx, directly supporting U.S.-based insurance agencies with a strong focus on personal lines support.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF English Test

85

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER
INTERMEDIATE
ADVANCED

EDUCATION

S

Rona Mae is a professional Insurance Virtual Assistant with a strong background in policy servicing, quoting, renewals, and administrative operations. She has supported agencies by processing renewals, handling applications, managing invoices, checking policies, and handling client documentation. She ensures accuracy and efficiency in managing policies, billing, and client communication.

Steadiness (S) - Dependable and patient. S-type VAs provide consistent support, build strong client relationships, and ensure smooth workflows.

Speaks clearly with good fluency and coherence, using a solid range of vocabulary to express ideas. Demonstrates accurate grammar and clear pronunciation.

Processing QuarterlyPayroll ComplianceInsurance QuotingRecruitmentCustomer & Carrier CommunicationDocumentation ManagementInvoice ProcessingPolicy & Mortgage UpdatesMarketing SupportReshop RenewalsPolicy Updates
✓Ezlynx
✓AMS
✓QQ Catalyst
✓Slack
✓Canva
✓Adobe Photoshop
✓Ring Central
✓Microsoft Office
✓Microsoft Teams
Two-Monitor Setup
Noise-Cancelling Headset

FREELANCER

Insurance Virtual Assistant

2023 - 2025

• Provided comprehensive support in Personal Lines Insurance, including quoting, renewals, policy documentation, CRM and carrier site management, billing updates, and client communication using tools like EZLynx, AMS, QQ Catalyst, and Vertafore.

SUNWEST, INC.

HR Assistant

2022 - 2024

• Handled full-cycle recruitment, onboarding, timekeeping, payroll processing, employee relations, and HRIS data management to support organizational HR functions.

LRWC

HR Generalist

2013 - 2021

• Managed payroll, government compliance, loan processing, timekeeping, and HR reporting while ensuring accurate documentation and adherence to labor regulations.

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.

https://youtu.be/eHrDpnlAeoc