Solutions-focused Remote Virtual Assistant with over 11+ years of combined experience in versatile corporate roles, 1+ years in the Insurance Industry for Commercial and Personal Lines, 2+ years in the Financial Services Sector for Life Insurance and Annuities, and 8+ years in the BPO/Call Center Industry as an Operations Specialist. Experienced in managing Commercial and Personal Lines accounts across diverse industries, processing complex ACORD forms, driving B2B lead generation, and developing SOPs, AI tools and workflow automation, CRM and AMS platforms, administrative skills, and outreach campaigns for high-volume insurance servicing across US and international markets. Possesses advanced knowledge in BOP, GL, Commercial Property, Commercial Auto, WC, E&O, Cyber, Umbrella, Property, Homeowners, etc. I deliver results that make me an asset, not an expense, then we both succeed financially.
Experience: 11 years
Yearly salary: $200,000
Hourly rate: $10
Nationality: 🇺🇸 United States
Residency: 🇵🇭 Philippines
Experience
Commercial Lines Virtual Assistant
Corvus Insurance 2025 - 2026
Managed a commercial lines account portfolio using Applied Epic, Salesforce, and multiple carrier portals, handling the full policy lifecycle, including new business, renewals, endorsements, certificates of insurance (COIs), and carrier follow-ups while supporting agency growth.
Customer Service Specialist
Ameriprise Financial 2023 - 2025
Handled high-volume inbound and outbound customer interactions for insurance, annuity, and financial services using CRM, case management, QA monitoring, and AI-powered tools while consistently delivering accurate, compliant, and customer-focused support.
Customer Service Rep. VA
Drake International 2022 - 2023
Administered international examinations from registration to results processing using Drake's exam management platform, ensuring secure identity verification and full compliance with examination protocols.
Technical Support Specialist
AT&T (Alorica) 2021 - 2022
Managed high-volume inbound technical support interactions across voice and chat using AT&T's internal CRM, delivering efficient Tier 2 troubleshooting while maintaining exceptional customer service.
Customer Service Virtual Assistant
Bed, Bath, and Beyond (24/7.AI) 2020 - 2021
Delivered high-volume customer support through live chat, email, and customer service platforms, assisting customers with orders, returns, refunds, product enquiries, and account-related concerns.
Customer Support Specialist
Intrado (Call Center) 2018 - 2020
Coordinated and moderated international virtual events using Intrado's proprietary VoIP platform, ensuring seamless event delivery and an exceptional experience for clients.
Technical Support Specialist
Samsung (Harte Hanks) 2017 - 2018
Delivered technical support and sales assistance for Samsung smartphones, handling high-volume customer interactions while providing accurate troubleshooting and product recommendations.
Customer Service Representative
Sprint Mobile (Convergys) 2016 - 2017
Delivered high-volume customer support for mobile services, billing enquiries, account maintenance, device troubleshooting, and technical support while providing consultative recommendations.
Skills