JIMMY
INSURANCE VIRTUAL ASSISTANT
Jimmy is a skilled Virtual Assistant with over 10 years of experience in insurance support, customer service, collections and account management. His background in both insurance and finance-related services makes him a versatile professional who can provide support to agencies, call centers, and service-based businesses.
TOOLS
EQUIPMENT
VIDEO
Insurance expertise, Customer service, Account management
Jimmy is the ideal Virtual Assistant for insurance agencies, seeking a customer-focused, detail-oriented professional with proven experience in insurance operations.
EMPLOYMENT SUMMARY
Jimmy brings over 2 years of solid experience in handling Business-to-Business and Personal Lines insurance accounts, gained during his tenure at Cognizant Technology Solutions as a Senior Process Executive. He specialized in analyzing client insurance policies, assisting agents with quotations and billing, and resolving policyholder concerns with high service quality. With a strong background in customer support and process execution, Jimmy consistently ensures strategic, client-centered solutions. His previous roles have further sharpened his professionalism and leadership in high-volume service environments.
EMPLOYMENT HISTORY
COGNIZANT TECHNOLOGY SOLUTIONS
Senior Process Executive
FEB 6, 2023 - JAN 6, 2025
• Handled insurance policy analysis, customer inquiries, agent support, and complaint resolution for personal insurance accounts with a focus on service quality.
TATA CONSULTANCY SERVICES
Senior Process Associate
MAR 2019 - FEB 6, 2023
• Provided customer service by managing inquiries, complaints, account validations, and ensuring procedural compliance to enhance customer satisfaction.
WNS GLOBAL SERVICES
Senior Credit Associate
MAY 2014 - DEC 2016
• Led outbound collections and account reconciliations, managed overdue debts, and ensured compliance with policies while mitigating high-risk accounts.
VCUSTOMER TECHMAHINDRA PHILS
Customer Service Representative
OCTOBER 2013
• Delivered professional customer support for inquiries and complaints, escalating unresolved issues and contributing to team training efforts.
ASSESSMENT RESULTS
DISC PERSONALITY RESULT
Steadiness (S) - Dependable and patient. S-type VAs provide consistent support, build strong client relationships, and ensure smooth workflows.
EF ENGLISH TEST RESULT
Demonstrates clear and fluent communication with natural pronunciation and minimal pauses. Uses advanced vocabulary and complex grammar structures effectively to express nuanced ideas.
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.