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Shaireen

INSURANCE VIRTUAL ASSISTANT | COMMERCIAL LINES INSURANCE

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Commercial insurance, renewals, endorsements, ACORD forms

Commercial Insurance Virtual Assistant specializing in policy servicing, renewals, endorsements, and ACORD forms.

EMPLOYMENT SUMMARY

Shaireen has experience in commercial insurance operations, administrative support, customer service, content writing, teaching, and lead generation. Her primary expertise is supporting U.S. commercial insurance agencies through the complete policy lifecycle while maintaining accurate documentation, policy records, CRM systems, and client communications.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF ENGLISH TEST RESULT

95/C1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Shaireen is an Insurance Virtual Assistant with over 3.5 years of experience supporting a California-based Property & Casualty insurance agency in the U.S. She has experience managing the full commercial policy life cycle, including quote preparation, policy changes, renewals, endorsements, documentation processing, and policy record maintenance. Her responsibilities also included reviewing carrier policy downloads, maintaining customer and policy records, processing new business and renewal documentation, verifying business information and coverage limits, assisting with online raters and paper submissions, and working with ACORD forms.

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 advanced English proficiency with strong communication skills in professional and client-facing environments. Able to communicate clearly and confidently while maintaining accuracy and professionalism.

Commercial InsuranceGeneral LiabilityWorkers' CompensationCommercial Auto InsuranceBusiness Owner's Policy (BOP)Professional LiabilityACORD Forms (125126127and 137)QuotingRenewalsEndorsementsPolicy ChangesClient Documentation

✓EZLynx

✓QQCatalyst

✓AgencyZoom

✓Indio

✓RingCentral

✓Insurance Carrier Portals

✓Microsoft Office

✓Google Workspace

Noise-Cancelling Headset

Two-Monitor Setup

Ipex Insurance

Insurance Operations Specialist / Brokerage Assistant

December 2022 - June 2026

Managed the full commercial insurance policy lifecycle, including policy issuance, updates, cancellations, renewals, and quote preparation. Maintained accurate CRM records, managed executive email communications, and tracked contracts, invoices, and compliance documentation while providing customer support for insurance inquiries.

Local Leads Co

SEO Content Writer (Freelance)

March 2023 - May 2026

Conducted online research to create business content, reports, and documentation tailored to client requirements. Collaborated with teams to maintain content quality and ensure consistent messaging across written materials.

XPS

Assistant Manager

March 2022 - March 2023

Managed daily remote facility operations by coordinating with vendors and service providers, tracking maintenance requests, organizing property records, and handling client inquiries. Supported business growth by preparing quotes, closing sales, and promoting additional services.

Buwelo BPO Solutions / Subic Bay Freeport Zone

Lead Generation / Customer Support

June 2020 - March 2022

Conducted outbound prospecting, introduced company services, documented customer interactions, and qualified leads by securing appointments for the sales team.

Can understand and use familiar everyday expressions and basic questions about personal details.

Can have very short social exchanges and give information on familiar and routine matters when traveling.

Can briefly describe past events and future plans, give reasons for opinions and explain advantages and disadvantages.

Can communicate confidently in a variety of academic and professional environments.

Can use the language flexibly and effectively for social, academic and professional purposes.

Can interact with ease and can differentiate their shades of meaning.