Kelly Anne Edma
@kellyanneedma
Experienced customer service and insurance virtual assistant focused on accurate policy servicing.
PhilippinesWhat I'm looking for
I am an experienced Customer Service Representative and Insurance Virtual Assistant with a proven background in client support, data processing, and policy servicing for personal lines such as home, auto, umbrella, dwelling, and commercial policies. I consistently handle high-volume remote work while maintaining accuracy, professionalism, and strong customer satisfaction through effective communication and attention to detail.
I have supported billing inquiries, policy changes, renewals, underwriting follow-ups, and agent/client communications using AMS360 (Vertafore), carrier portals, Microsoft Outlook, Adobe, Teams, and RingCentral. My strengths include active listening, multitasking, time management, and precise document and record handling to streamline agency operations and support timely policy administration.
Experience
Work history, roles, and key accomplishments
CSR - Virtual Assistant
Trucordia Insurance Services, LLC
Jul 2022 - Present (3 years 6 months)
Support Personal Lines servicing for home, auto, umbrella, dwelling and commercial policies by processing policy changes, coordinating renewals, liaising with underwriting and carriers, and preparing documents for agent review.
Receptionist - Virtual Assistant
Coverdesk Philippines - Cross Insurance Agency
Sep 2020 - Jul 2022 (1 year 10 months)
Managed incoming calls, emails, appointment scheduling, and digital filing for agents and clients, ensuring timely follow-ups and organized policy recordkeeping.
Customer Service Associate
Convergys
Aug 2016 - May 2020 (3 years 9 months)
Handled inbound AT&T customer calls and chats for billing, plan updates, device support, and service features while processing real-time account modifications and supporting upsell opportunities to increase account value.
Education
Degrees, certifications, and relevant coursework
ULUniversity of Luzon
Bachelor of Science, Accounting Technology
2012 - 2016
Completed a Bachelor of Science in Accounting Technology at the University of Luzon from 2012 to 2016.
Availability
Location
PhilippinesAuthorized to work in
Job categories
Skills
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