Tricia

ENGLISH-SPEAKING VA | INSURANCE ASSISTANT

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2+ YEARS OF INSURANCE EXPERIENCE • HOME & AUTO INSURANCE • ENGLISH LEVEL: PROFICIENT

Tricia combines her solid administrative foundation with technical expertise to ensure efficient insurance operations and clear client communication. She skillfully manages policy documentation and handles quoting through major U.S. carrier platforms.

EMPLOYMENT SUMMARY

Tricia has 2 years of experience in Home and Auto Insurance, gained while working as an Insurance Virtual Assistant at Western Insurance Associates. In this role, she supported Account Managers with quoting home, auto, umbrella and other policies. Her background also includes administrative support and operational management experience.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF English Test

6.7/9

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

TJ is an Insurance Virtual Assistant with over two years of experience in personal lines, including home, auto, motorcycle, umbrella, and boat insurance. She manages quoting, renewals, endorsements, cross-selling, and lender communications, ensuring policy accuracy and client satisfaction. Skilled in EZLynx and major U.S. carrier portals, she also supports retention through automated email marketing campaigns.

Conscientiousness (C) - Detail-oriented and organized. Tricia structures systems and delivers high-quality work.Steadiness (S) - Dependable and patient. Tricia provides consistent support and builds reliable relationships and adaptable smooth workflows.

Communicates clearly with generally good pronunciation and fluency. Uses a diverse range of vocabulary and grammar structures effectively.

QuotingRenewalsEndorsementsPolicy UpdatesCarrier CommunicationsEvidence of InsuranceDocument ManagementCross-SellingRetention SupportEmail CampaignsAdministrative Support

✓EZLynx

✓Applied Epic

✓HawkSoft

✓AMS360

✓PL Rater

✓GoTru

✓Microsoft Office Suite

✓Canva

✓Zoom Workplace

Two-Monitor Setup

Noise-Cancelling Headset

WESTERN INSURANCE ASSOCIATES

INSURANCE VIRTUAL ASSISTANT

APRIL 2023 - SEPTEMBER 2025

• Assists the Account Manager with quoting home, auto, umbrella and other policies.

• Also process servicing tasks such as mortgagee updates, lienholder change, cross referencing and sending emails to the insured.

RMR GROUP OF COMPANIES - ST. ANSELM BUSINESS DEV. CORP.

LEASE ADMIN OFFICER / MALL MANAGER

MARCH 2023 - MAY 2024

• Manages the entire building including the structure or properties within the premises.

• Plans Marketing Activities. Helps with the tenant concerns, dispatching and scheduling of drivers, security and housekeeping matters.

WORLD ENGLISH REVIEWS

ADMIN ASSISTANT / OFFICE STAFF

AUG 2021 - SEPT 2022

• Communicate with the clients, manager and supervisor.

• Facilitate students' practice tests for the International English Language Testing System.

• Also helps with the marketing of the services offered.

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.