Rhea Manansala
Insurance Virtual Assistant
Personal & Commercial Lines Specialist · 10+ Years of Experience
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Professional Summary
Insurance Virtual Assistant with 10+ years of experience supporting U.S.-based insurance agencies through long-term and contract-based engagements. Specializing in Personal and Commercial Lines policy servicing, quoting, renewals, and client communication.
Accuracy
Known for precision and fast turnaround times across high-volume workloads.
Coordination
Experienced in direct carrier coordination, documentation management, and underwriting support.
Retention
Supporting client retention through proactive service and consistent follow-through.
Core Skills
Platforms & Tools
  • HawkSoft, EZLynx, Agency Zoom
  • Salesforce, QQ Catalyst
  • CRM Management & Documentation
  • Nowcerts
  • Agency Matrix
Policy Servicing
  • Personal & Commercial Lines Quoting
  • Endorsements, Billing Updates & Policy Changes
  • ACORD Forms, COI / EOI Issuance
  • Renewal Preparation & Marketing
  • Mortgage & Lienholder Updates
Current Role
January 2023 – Present
Insurance Virtual Assistant — Multiple U.S.-Based Insurance Agencies
High-Volume Servicing
Manage Personal Lines (auto, home, umbrella) with same-day endorsements, billing updates, and policy changes.
Quoting & Re-Marketing
Quote new business and re-market policies to improve coverage and pricing across multiple carriers.
Carrier Coordination
Coordinate directly with carriers for underwriting, approvals, and updates. Process ACORD forms, COIs, and EOIs with accuracy.
Client Communication
Handle client communication via phone and email with consistent follow-through. Support renewal preparation and marketing to multiple carriers.
Key Clients Supported
TCDS Insurance Agency
Integrity Advisors Agency
Corndell Insurance
Marla Williams Agency
Symphony Insurance Brokers Agency
Agency Insurance Division dba Legal entity of CIA Insurance Agency Inc
Previous Experience
Dec 2021 – Oct 2022
Account Manager
Five Star Insurance Agency
  • Managed Personal & Commercial Lines accounts (PL-focused)
  • Prepared and submitted accurate applications to carriers
  • Executed renewals and improved client retention through proactive service
  • Marketed accounts to multiple carriers for competitive placement
Jun 2019 – Oct 2021
Personal Lines CSR
Grand Mutual Insurance
  • Quoted and serviced Personal Lines policies based on risk profiles
  • Conducted policy reviews and identified cross-selling opportunities
  • Communicated with carriers for underwriting approvals and updates
  • Maintained accurate and compliant documentation
Earlier Career
1
Assistant Account Manager
Pacific Vista Insurance · Nov 2017 – May 2019
Quoted Workers' Comp & Commercial Package policies. Collaborated with underwriters on pricing and risk placement. Assisted in improving policy structure and coverage. Supported ongoing servicing and client follow-ups.
2
Office Admin Manager / VA
Professional Insurance · Jun 2015 – Oct 2017
Quoted Personal Lines policies using multiple CRM platforms. Managed renewals and endorsement processing. Ensured compliance in application processing and documentation. Supported agency operations including COIs, EOIs, and service requests.
Certifications & Training
Kaplan Financial
52-Hour Property & Casualty Licensure Exam Prep — comprehensive coursework covering property and casualty insurance fundamentals.
General Virtual Assistant Training
Training in SMM, SEO, WordPress, Lead Generation, and Bookkeeping — supporting versatile agency operations.
Why Work With Rhea
10+ Years Remote
A decade of remote work experience supporting U.S. clients across different time zones and agency systems.
Highly Adaptable
Adapts quickly to different agency systems and workflows, including HawkSoft, EZLynx, Agency Zoom, Salesforce, and QQ Catalyst.
Organized & Accurate
Strong organizational skills with a focus on accuracy and efficiency in documentation and service requests.
Manages Deadlines
Proven ability to manage multiple clients and deadlines simultaneously while maintaining quality.
Let's Connect
Ready to bring 10+ years of insurance expertise to your agency. Reach out to discuss how Rhea can support your team.
📞 Phone
+63 9625128502
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