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Roshelle Joy

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

EF ENGLISH TEST RESULT

80/B1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER
INTERMEDIATE
ADVANCED

EDUCATION

C+S
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.
Conscientiousness (C) - Detail-focused and precise. C-type VAs ensure accuracy, maintain structured systems, and deliver high-quality work. Steadiness (S) - Calm, patient, and service-oriented. S-type VAs provide consistent support, build strong client relationships, and ensure smooth workflows.
Demonstrates intermediate English communication skills with the ability to communicate professionally with clients, carriers, and internal teams while continuing to strengthen overall fluency.
Personal LinesAuto InsuranceHomeownersRentersMotorcycleTrailer InsuranceAuto QuotingMulti-carrierPolicy OnboardingPolicy VerificationQuality AssuranceRenewalsEmail And Phone SupportAppointment SchedulingRequoting AutoProof Of Insurance
✓Ezlynx
✓HubSpot
✓Jerry CRM
✓Aircall
✓Salesforce
✓Carrier Software
✓Talkdesk
✓DocuSign
✓Microsoft Office
Noise-Cancelling Headset
Two-Monitor Setup

Sold Policy Verification

Virtual Assistant + Phone Client Onboarding Team

May 2025 - 2026

Assists clients with Auto Policy onboarding by guiding them through digital forms, activating policies through the website and mobile app, responding to calls and chats, scheduling appointments with clients and licensed insurance agents, preparing policy documents and proof of insurance, helping cancel prior policies, and supporting sold policy verification.

Sold Policy Verification

Quality Assurance Analyst Sold Policy Verification

May 2025 - 2026

Verifies customer identity and policy information, reviews application details for accuracy, checks coverage, premium, and benefits, confirms payment authorization, and maintains recordings, notes, and logs for audit and compliance purposes.

Swak BPO Corp

Sales Insurance Broker L2 (Auto Policy)

Feb 2024 - May 2025

Helped clients find insurance policies that matched their needs and budget by comparing coverage from multiple insurers, staying informed on insurance products and market trends, assisting with policy customization, supporting customers through phone and chat, and preparing purchase requests on the carrier's website.

TaskUs

Menu Management /Quality Assurance Analyst / Trainer (WFH)

Dec 2021 - Feb 2024

Updated and managed restaurant menus, ensured menu changes were accurate through quality assurance, maintained synchronization with POS systems, and served as a trainer for international teams including Mexico and Yohana (India).

UPS (Freight Logistics)

Customer Service

March 2021 - Nov 2021

Provided customer service by assisting with tracking large shipments for business clients.

Iqor

Customer Service

Aug 2019 - Nov 2020

Provided customer service by assisting customers with inquiries and collecting payments for a telecommunications account.

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.

University of the Cordilleras

Bachelor of Science In Secondary Education Major in Music, Arts, Physical Education Health

https://youtu.be/TJJs3RHGgtQ