GERALDINE
INSURANCE VIRTUAL ASSISTANT
Geraldine is an experienced Insurance Virtual Assistant with a strong background in Commercial and Personal Lines support, customer service, and sales operations. From 2021 to 2024, she worked as an Insurance VA where she managed quoting, policy check-ins, processing endorsements, preparing renewal proposals, sending cancellation notices, and assisting with claims filing.
TOOLS
EQUIPMENT
VIDEO
Commercial and personal lines expertise, Customer service, Sales support
Geraldine is the ideal Virtual Assistant for insurance agencies, customer service teams, and sales-driven organizations seeking a detail-oriented professional with hands-on insurance knowledge and strong client communication skills.
EMPLOYMENT SUMMARY
Geraldine gained her 3 years of experience in Auto, Home, and Commercial Insurance through her role as an Insurance Virtual Assistant. During this time, she handled both personal and commercial lines–processing certificates and evidence of insurance, quoting across different carrier sites, verifying policy endorsements, preparing ACORD forms, issuing renewals and cancellations, and maintaining client records and insurance documentation, all while supporting U.S.-based insurance agencies.
EMPLOYMENT HISTORY
INSURANCE VA
Insurance Virtual Assistant
OCT 2021 - MAY 2024
• Handled policy quoting, endorsements, ACORD forms, renewals, cancellations, and insurance documentation for Auto, Home, and Commercial lines while supporting U.S.-based insurance agencies.
ALORICA
Customer Service Representative
MAR 2021 - SEPT 2021
• Assisted U.S.-based customers with billing concerns and account inquiries for a telecommunications provider in a high-volume call center.
TELETECH
Customer Service Representative
NOV 2019 - JAN 2021
• Provided billing and account support to clients of a major U.S. telecommunications company, resolving service-related issues effectively.
ASSESSMENT RESULTS
DISC PERSONALITY RESULT
Steadiness (S) - Dependable and patient. S-type VAs provide consistent support, build strong client relationships, and ensure smooth workflows.
Conscientiousness (C) - Detail-oriented and organized. C-type VAs ensure accuracy, maintain structured systems, and deliver high-quality work.
EF ENGLISH TEST RESULT
Communicates clearly with good pronunciation and generally fluent speech. Uses a solid vocabulary and grammar range to express ideas effectively, with growing flexibility.
COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)
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 understand with ease virtually everything heard or read and can summarize information from different sources.