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Jerico Jhay Tabuena

@jericojhaytabuena

Experienced insurance virtual assistant specializing in data entry and servicing.

Philippines
Message

What I'm looking for

I am seeking a role in insurance operations or virtual assistance where I can apply my AMS360/Applied Epic skills, support renewals and servicing, and contribute to efficient, accurate policy management in a collaborative team.

I am an insurance virtual assistant with hands-on experience in data entry, policy servicing, quoting, and renewal management for both commercial and personal lines. I have worked with AMS360, Applied Epic, Ezlynx, and InsuredMine, handling inbound/outbound calls, email management, endorsements, cancellations, and policy issuance.

I have supported insurance operations at InsBoss Inc. and Clearwater Insurance, improving workflow accuracy through meticulous data entry and system testing. I pride myself on clear communication, strong problem-solving, and consistent delivery of timely renewal and binding tasks.

Experience

Work history, roles, and key accomplishments

CA
Current

Insurance Virtual Assistant

Clearwater Insurance Agents Alliance

Jan 2021 - Present (5 years)

Provided quoting, servicing and binding support for personal and commercial lines using Applied Epic, Ezlynx and InsuredMine, and managed renewals and application-to-binding workflows from 2021 to present.

Education

Degrees, certifications, and relevant coursework

Technological Institute of the Philippines logoTP

Technological Institute of the Philippines

Bachelor of Science, Civil Engineering

2013 - 2019

Completed Bachelor of Science in Civil Engineering at the Technological Institute of the Philippines between 2013 and 2019.

Tech stack

Software and tools used professionally

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Jerico Jhay Tabuena - Insurance Virtual Assistant - Clearwater Insurance Agents Alliance | Himalayas