LADY ANN
INSURANCE VIRTUAL ASSISTANT
Lady Ann is a dedicated Virtual Assistant with over 4 years of experience providing high-quality administrative, customer service, and insurance support to U.S.-based clients. She currently supports an insurance agency in Dallas, TX. Her background across insurance, executive assistance, e-commerce, and telecommunications allows her to adapt quickly to fast-paced, client-facing environments.
TOOLS
EQUIPMENT
3 yrs of Insurance Experience, PERSONAL & COMMERCIAL LINES, INSURANCE QUOTE SUPPORT, CRM MANAGEMENT
Lady Ann is an excellent Virtual Assistant for insurance agencies and service-based organizations seeking a reliable, detail-focused professional.
EMPLOYMENT SUMMARY
Lady Ann has over 4 years of experience providing administrative, customer service, and insurance support to U.S.-based clients. Her diverse background spans insurance support, executive assistance, e-commerce customer service, and telecommunications. She currently supports an insurance agency in Dallas, TX, where she handles insurance quotes, client follow-up, policy updates, and CRM management. Her experience includes managing customer inquiries, processing insurance quotes, maintaining accurate records, and coordinating cross-departmental tasks. Lady Ann's strengths include attention to detail, strong communication skills, ability to multitask effectively, and commitment to delivering exceptional service.
EMPLOYMENT HISTORY
BIENVENIDO INSURANCE
Insurance Support - Virtual Assistant
2024 – 2025
• Providing client and quote support by accurately completing and submitting insurance quote forms
• Notifying agents when quotes are ready
• Sending quotes to clients (email, call, text)
• Maintaining focus and organization while multitasking
• Ensuring accurate data entry and CRM management
• Inputting all quotes and policies into the system
ARUZA & FOX PEST CONTROL
Executive Assistant - US Client
2023 – 2024
• Organizing and scheduling meetings, appointments, and events
• Handling incoming emails and calls, prioritizing messages, and responding on behalf of the executive
• Preparing reports, presentations, and correspondence
• Maintaining organized digital filing systems
• Assisting in project management (tracking deadlines, deliverables, updates)
• Conducting research for executive decision-making and strategic planning
INTEGRATED COLLECTIVE SOLUTIONS INC.
Fashion Nova - Contact Center Associate
2021 – 2022
• Handling Fashion Nova Email Support
• Deep understanding of product lines (clothing, accessories, trends)
• Strong written communication for inquiries and issue resolution
• Providing product information via email
• Analyzing customer concerns to identify root causes and offer solutions
VXI GLOBAL SOLUTIONS
Comcast - Customer Service Rep
2020 – 2021
• Handling Telco Account (Voice & Email Support)
• Understanding telecom products (internet, TV, phone lines, mobile phones)
• Troubleshooting and resolving customer issues (billing, service interruptions, equipment, account changes)
• Ensuring accuracy in processing requests
• Updating account information
• Documenting interactions in CRM systems
ASSESSMENT RESULTS
DISC PERSONALITY RESULT
Steadiness (S) – Dependable and patient, S-type VAs provide consistent support, build strong client relationships, and ensure smooth workflows. Influence (I) – Enthusiastic and people-oriented, I-type VAs excel at communication, building rapport, and creating positive client experiences.
EF ENGLISH TEST RESULT
Shows clear and confident communication with good fluency and mostly natural pronunciation. Uses a broad vocabulary and solid grammar structures to express ideas effectively in both familiar and more complex situations.
COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)
Can understand and use familiar everyday phrases and answer basic questions about personal details.
Can have very short social exchanges and give information on familiar and routine matters.
Can briefly describe past events and future plans, give reasons for opinions and use the language when traveling.
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.
EDUCATION
National University Philippines
Bachelor of Tourism
2020-2023
Technological Institute of the Philippines
Accountancy, Business, and Management
2019-2020
Metro Manila College
Accountancy, Business, and Management
2018-2019