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Sanny

Sanny

INSURANCE VIRTUAL ASSISTANT | PERSONAL LINES INSURANCE SPECIALIST

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Multi-carrier personal lines quoting. Home and Auto Insurance. Umbrella, Applied Epic, EZLynx, AMS360

With experience in personal lines insurance, Sanny supports independent insurance agencies through multi-carrier quoting, policy management, and documentation, helping teams maintain efficient workflows and accurate policy processing.

EMPLOYMENT SUMMARY

Sanny has experience providing customer service and insurance virtual assistant support. His background includes personal lines quoting, policy management, agency support, and customer service with escalation handling. He has supported insurance agencies while maintaining policy documentation and processing insurance-related tasks, as well as serving customers in a high-volume call center environment.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF ENGLISH TEST RESULT

75/B1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER
INTERMEDIATE
ADVANCED

EDUCATION

S+C
Sanny is a Personal Lines Insurance Virtual Assistant with 1 year of experience supporting U.S.-based insurance agencies. He specializes in multi-carrier quoting, policy management, and agency support for Homeowners, Auto, Condo, Renters, Umbrella, and Watercraft policies. He has worked with agencies across Texas, Florida, Virginia, and South Carolina, providing accurate quotes, maintaining policy documentation, and supporting day-to-day agency operations through multiple carrier portals and agency management systems.
Steadiness (S) - Calm, patient, and service-oriented. S-type VAs provide consistent support, build strong client relationships, and ensure smooth workflows. Conscientiousness (C) - Detail-focused and precise. C-type VAs ensure accuracy, maintain structured systems, and deliver high-quality work.
Demonstrates functional English communication skills in professional and customer-facing environments. Able to communicate clearly, follow instructions effectively, and provide courteous support in day-to-day interactions.
Personal Lines InsuranceHomeowners InsuranceAuto InsuranceCondo PoliciesRenters InsuranceUmbrella PoliciesWatercraft InsuranceDwelling FireQuotingRenewalsEndorsementsPolicy ManagementMulti-carrier QuotingAgency SupportPolicy DocumentationE-signature Processing
✓Applied Epic
✓EZLynx
✓AMS360
✓PL Rating
✓QQ Catalyst
✓Carrier Software
✓Canva
✓Microsoft Office
✓Google Workspace
✓OneNote
✓DocuSign
Noise-Cancelling Headset
Two-Monitor Setup

Coverdesk

Virtual Assistant

February 2025 – April 2026

Personal Lines Quoting

IQOR Philippines

Customer Service Representative

January 2023 – December 2024

● CSR Level 5
● Escalation Department

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.

Bestlink College of the Philippines

Bachelor of Science and Tourism Management

2021 – 2024

Southern Luzon Technological College Foundation Inc

Bachelor of Science and Tourism Management

2020-2021

https://youtu.be/L3TTFG9biD0