Shara

INSURANCE VIRTUAL ASSISTANT | PERSONAL LINES SPECIALIST

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Personal lines insurance, end-to-end policy management, and multi-carrier environments — auto, home, renters, umbrella, landlord.

Personal lines VA for quoting, renewals, endorsements, COIs, and multi-carrier servicing with clear client communication.

EMPLOYMENT SUMMARY

Shara has focused personal lines insurance experience supporting U.S. agencies through quoting, servicing, renewals, endorsements, and carrier coordination. At Assureguru LLC (Atlanta), she prepares quotes, reviews coverage, and supports ongoing client relationships across auto, home, landlord, and renters lines. Previously, as a Personal Lines VA at CoverDesk Philippines, she managed policy updates, endorsements, renewals, and cancellations while coordinating with carriers. Her long customer service tenure with Concentrix and Alorica strengthened fraud/dispute handling, billing clarity, and compliance-minded communication.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF English Test

85 B1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Shara is a Personal Lines Insurance Virtual Assistant with over two years of experience supporting U.S.-based agencies, specializing in quoting, servicing, and client communication. She manages new business, renewals, endorsements, cancellations, billing, and claims follow-up with accuracy and efficiency. She works across multiple carriers to deliver tailored coverage solutions through manual quoting and clearly explains policy changes to clients, strengthening trust and overall service quality.

Dominance (D) - Results-oriented and decisive. D-type VAs drive tasks forward, handle fast-paced workloads, and keep policy workflows moving. Influence (I) - Communicative and persuasive. I-type VAs build rapport with clients, explain coverage clearly, and maintain positive service experiences.

Demonstrates clear communication skills and a good ability to understand and respond effectively in everyday and work-related situations.

Client communicationPolicy servicingQuotingInsurance quotingClaims handlingCOI managementRenewal managementEndorsement processingBilling supportCoverage analysisUnderwriting supportEscrow coordinationData entryCustomer serviceCarrier navigationAuto insuranceHome insuranceRenters insuranceUmbrella insuranceLandlord insurance

✓AMS360

✓Applied Epic

✓EZLynx

✓PL Rater

✓RingCentral

✓Progressive

✓Safeco

✓Nationwide

✓Allstate

✓Stillwater

✓Microsoft Office

✓Microsoft Excel

✓Google Calendar

✓E-signature tools

Noise canceling headset

Two monitors

Assureguru LLC

Insurance Virtual Assistant | Personal Lines

May 2025 – Present (Atlanta, GA — Remote)

• Supports U.S. clients with auto, home, landlord, and renters insurance needs.
• Prepares quotes, reviews policies, handles endorsements, and assists with renewals and policy changes.
• Delivers clear coverage explanations and ongoing support to maintain strong client relationships.
• Works across multiple carriers with attention to accuracy in a fast-paced environment.

Concentrix and Alorica

Customer Service Representative

Feb 2020 – Feb 2025 (Quezon City)

• Handled financial accounts, healthcare-related inquiries, and fraud/dispute resolution.
• Reviewed account activity, explained transactions, and resolved billing or coverage issues.
• Investigated fraud and dispute cases and coordinated with internal teams for resolution.
• Maintained confidentiality and compliance while delivering efficient service.

CoverDesk Philippines

Personal Lines Insurance Virtual Assistant

Feb 2022 – Sep 2023 (Quezon City)

• Handled quoting and service for auto, home, and renters insurance.
• Provided accurate quotes, reviewed coverage options, and supported policy selection.
• Managed endorsements, renewals, cancellations, and document processing with carrier coordination.

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.