2019
Bachelor of Science in Business Administration major in Financial Management
University of Caloocan City
More Info About Me
Hello, my name is Antonette. Experienced Virtual Assistant specializing in Commercial and Personal Lines Insurance Underwriting Assistance.
With over a year of experience, I excel in processing quotes, managing documentation, and working with carriers such as Progressive, Safeco, Hanover, and more. Proficient in tools like Applied system, Outlook, proprietary systems, and Microsoft Office, I bring organized and detail-oriented support to meet client needs. My expertise includes PL rating, quoting, and administrative tasks designed to streamline insurance workflows efficiently. I am committed to delivering professional, reliable assistance to help agencies achieve their goals.
I'm looking forward to helping you. Let's talk!
My Skills and Competencies
Insurance Software
Document Management
Commercial and Personal line Insurance
Quoting
Data Entry
Administrative Task
Certificates
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My Experience and Education
2024
-
Present
New Alliance Insurance Brokers Inc.
(Commercial Underwriting Assistant)
-Assist underwriters with processing new business, renewals, endorsements, and cancellations across various commercial insurance lines.
-Perform detailed and accurate data entry, maintaining current client and policy information in systems.
-Process and organize underwriting documents, including loss runs, MVRs, IFTAs, certificates, and other required forms.
-Communicate directly with external agents to request missing information, clarify application details, and ensure complete submissions.
-Collaborate with internal teams to support timely underwriting decisions and ensure smooth workflow.
2024
-
2024
Private Company
(Personal Underwriting Assistant)
-Support underwriters by processing personal insurance applications and assisting with policy quoting and rating.
-Enter and maintain accurate client and policy data in Applied Systems.
-Organize and manage documentation, including applications, endorsements, and renewals.
-Provide administrative support through email coordination, meeting scheduling, and report preparation.
-Communicate with internal teams to ensure completeness and accuracy of underwriting files.
2021
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2022
Consolidated Matrix INC
(Accounts Payable)
-Process vouchers using SAP B1
-Clarify any questionable invoice items, prices or receiving signatures
-Register supplier invoices accurately, completely and timely in the accounting system and match against the system shipment records.
-Process Replenishment, Cash Advance and Liquidations.
2019
-
2021
Consolidated Matrix INC
(Payroll Staff)
-Calculate Daily Time Record (DTR) of employees, review payroll lists, and identifies the accuracy of records;
-Review time changes reported by departments, calculates and enter corrections for salary and leave adjustments;
-Encodes payroll records and deductions to payroll system; Collate and files the hard copy records;
-Process the benefits of the employees provided by the company;
-Provide entries in journal voucher for financial statement every month
My Services
Data Entry & Management
Clean, verify, and update records to support underwriting decisions.
Insurance Software Operations & Reporting
Utilize Systems and other platforms to generate reports, extract data, and assist with renewals or policy changes.
Administrative & Email Support
Provide general administrative support to underwriting teams, including file handling and internal communications.
Document Preparation & Management
Prepare, organize, and maintain policy documents, endorsements, and correspondence.
Policy Quoting & Rating Support
Assist underwriters in generating accurate policy quotes and rates using insurance software. Ensure rating data is corre