Roshelle Joy

INSURANCE VIRTUAL ASSISTANT | PERSONAL LINES SUPPORT SPECIALIST

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Personal lines & policy onboarding. Multi-carrier quoting & verification. Ezlynx, HubSpot, Jerry CRM.

Helping insurance agencies with accurate policy onboarding, multi-carrier quoting, policy verification, and quality assurance.

EMPLOYMENT SUMMARY

Roshelle Joy has experience supporting personal lines insurance operations with a focus on Auto Insurance, policy onboarding, quoting, verification, and quality assurance. She has assisted clients through phone, chat, and email, coordinated with licensed insurance agents, managed policy documentation, and maintained compliance throughout the insurance process. Her previous experience also includes quality assurance, customer service, and training roles across BPO environments.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Roshelle Joy is an Insurance Virtual Assistant with more than 2 years of Personal Lines insurance experience, primarily supporting Auto Insurance while also assisting with Homeowners, Renters, Motorcycle, and Trailer policies. She has experience in multi-carrier quoting, client onboarding, policy verification, quality assurance, and customer support. Her background includes gathering underwriting information, reviewing driver and vehicle details, coordinating policy issuance, managing policy documentation, and ensuring data accuracy and compliance throughout the customer lifecycle.

Sold Policy Verification

Virtual Assistant + Phone Client Onboarding Team

May 2025- 2026