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Valerie Mae

Valerie Mae

INSURANCE VIRTUAL ASSISTANT | PERSONAL & COMMERCIAL LINES SUPPORT

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Personal & Commercial lines, Quoting, Endorsements, COI

Valerie Mae stands out for her ability to manage both direct carrier quoting and underwriter submission workflows, adapting based on each carrier’s process. She ensures accuracy when handling multiple policies simultaneously and maintains strong organization across documentation and AMS systems

EMPLOYMENT SUMMARY

Valerie Mae has experience supporting insurance agencies and administrative operations through policy processing, client management, and documentation. She handles quoting, binding, endorsements, invoicing, and communication with carriers and clients. She also has experience in data entry, research, and general administrative support across different industries.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF ENGLISH TEST RESULT

70 B1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER
INTERMEDIATE
ADVANCED

EDUCATION

S
Valerie Mae is an Insurance Virtual Assistant with over 3 years of experience supporting U.S.- based insurance agencies, specializing in both personal and commercial lines. She has hands-on experience across the full policy lifecycle, including application processing, Accord form completion, quoting, binding, and policy servicing. She has worked with policies such as auto, homeowners, dwelling, commercial property, commercial package, and commercial auto, consistently ensuring accuracy, compliance, and timely execution across all tasks.
Steadiness (S) - Dependable and patient. S-type VAs provide consistent support, build strong client relationships, and ensure smooth workflows.
She communicates clearly in most professional and everyday situations, with strong comprehension and the ability to handle work-related conversations effectively.
Commercial linesPersonal linesAutoHome insuranceDwellingCommercial propertyCommercial autoQuotingAccord formsPolicy bindingEndorsementsCancellationsInvoicingPaymentsCOI issuanceData entryCarrier communicationQuote comparisonClient communication
✓ImageRight
✓SharePoint
✓Safer
✓TruckerCloud
✓Cab
✓AMS360
✓Microsoft Office
✓Teams
Noise-Cancelling Headset
Two-Monitor Setup

InsBoss USA, Inc.

Insurance Virtual Assistant Specialist

December 2022 - 2026

Trained in the 5 stages of insurance.
Fill up Acord forms.
Directly quote Personal & Commercial Line Insurance with Progressive, Cabrillo Coastal
and other carriers.
Directly bind policy on websites.
Create binding forms for agency binding process.
Process endorsement request.
Creates Certificates.
Creates invoice and process payments.
Create Financial Agreements on ETI and Premins.
Knowledge of AMS used by insurance agencies like EZ Agent.

Dune Tickets

Ticket Resale Business Virtual Assistant

May 2025 - August 2025

Assist with ticket purchasing and resale processes.
Conduct market research to identify ticket opportunities.
Manage data entry and maintain accurate, organized records.
Collaborate with team members to improve and streamline operations.
Provide general administrative support as needed.

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.

Tarlac State University

Bachelor of Science in Industrial Engineering

2013 - 2020

https://youtu.be/sCMYBoJyn9Q