MINA
ENGLISH-SPEAKING VA | COMMERCIAL INSURANCE SUPPORT
Mina has nearly three years of experience as a Virtual Assistant with a strong background in commercial insurance. She supported a California-based brokerage handling general liability for contractors and small businesses. Later, she assisted underwriters and brokers in the Motor Truck Cargo department with risk reviews, document submissions, and policy processing. She most recently supported the wholesale/MGA team with general liability, workers' compensation, and property coverages, including endorsements, renewals, and cross-selling.
TOOLS
EQUIPMENT
3 years of Insurance experience, Commercial Insurance, Motor Truck Cargo
Mina brings a combination of insurance expertise and executive support skills, making her an asset to agencies that require precision, follow-through, and coordination between brokers, underwriters, and clients.
EMPLOYMENT SUMMARY
Mina is an operations-focused professional with about 2.5 years of General Liability and Motor Truck insurance experience gained at Pascal Burke Insurance Brokerage (Underwriting Support) and Insura Prime Inc. (Appointment Setter). At Honey Bees Roofing, she supported the Owner and VP by scheduling vendor payments, creating invoices, preparing checks in QuickBooks Online, managing policy and recurring bills, and logging customer repair requests in the CRM. At Pascal Burke, she reviewed eligibility, prepared quotes, processed endorsements, generated loss runs, kept policy records accurate, and handled payment follow-ups. Earlier roles at Convergys Phils. and BDA Marketforce Inc. strengthened her customer service, outreach, and lead qualification. She is detail-oriented, reliable, and skilled in QuickBooks Online, CRM systems, payment reconciliation, and clear phone and written communication.
EMPLOYMENT HISTORY
HONEY BEES ROOFING
Executive Assistant
NOV 2022 - AUGUST 2025
• Providing comprehensive administrative support to the Owner and Vice President of the company, ensuring smooth and efficient operations.
• Scheduling vendor payments, creating invoices, preparing checks using QuickBooks Online.
• Managing bill payments such as insurance policies and other recurring expenses.
• Serving as the first point of contact for customer inquiries regarding roof repairs and replacements, professionally handling calls and logging service requests in the CRM.
PASCAL BURKE INSURANCE BROKERAGE
Underwriting Support
DEC 2018 - NOV 2022
• Providing administrative support to underwriters and brokers by reviewing client eligibility, preparing quotes, processing endorsements, and generating loss run reports.
• Managing payment follow-ups through phone and email, maintaining accurate policy records, and handling client inquiries.
• Working closely with senior underwriters and licensed brokers to streamline operations, enhance client experience, and ensure timely policy servicing.
INSURA PRIME INC
Appointment Setter
JUL 2018 - DEC 2018
• Engaging with general contractors across the United States to provide tailored, no-obligation quotes aligned with their business needs.
• Maintaining a high level of professionalism and product knowledge to foster trust and build long-term relationships.
• Focusing on effective communication, consistent follow-ups, and achieving measurable results through strategic outreach and lead conversion.
CONVERGYS PHILS.
Customer Sales Associate
SEPT 2016 - APR 2017
• Handling all incoming orders over the phone and providing customers with information on products or services.
BDA MARKETFORCE INC
Appointment Setter
FEB 2012 - DEC 2014
• Engaging with C-level executives at target companies to introduce IT services and extend invitations to industry events.
• Consistently achieving outreach targets, qualifying leads, and maintaining accurate records in CRM systems.
ASSESSMENT RESULTS
DISC PERSONALITY RESULT
Conscientiousness (C) – Detail-oriented and organized, C-type VAs ensure accuracy, maintain structured systems, and deliver high-quality work.\n\nSteadiness (S) – Dependable and patient, S-type VAs provide consistent support, build strong client relationships, and ensure smooth workflows.
EF ENGLISH TEST RESULT
Communicates clearly with good pronunciation and steady fluency. Uses appropriate vocabulary and grammar to express ideas effectively, showing growing confidence in more complex language use.
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.
EDUCATION
PASCAL BURKE INSURANCE BROKERAGE
Commercial Insurance Training Program
2018