Daria

Morozova Daria
Personal & Business Assistant/
Progressive quoting, QA & Record Safety
Specialist

Profile
Results-driven Business & Personal Assistant / Insurance Operations
Contact Specialist with experience supporting executive leadership, sales teams,
and insurance operations within fast-paced, client-focused
[open contact info](look above in the "contact info" section) environments. Strong background in CRM management (Salesforce,
UK [open contact info](look above in the "contact info" section) Applied Epic), insurance quoting and QA (Progressive), reporting, and
process automation.
United Kingdom/Ukraine/ US
REMOTE

Education Work Experience
U Trust Insurance Agency l Vancouver,WA, USA
KDTGG
Bachelor of Tourism
Personal & Business Assistant / Progressive quoting, QA &
Completed in 2023
Record Safety Specialist
Nice Cote D’azur
June 2025 - Present
Promoted to a hybrid role combining executive support with Progressive insurance marketing, quality assurance, and
Bachelor of Linguistics
underwriting support. Took ownership of Progressive-related processes to ensure compliance, high-quality quoting, and strong
French/English carrier relationships.

Completed in 2024 Key Responsibilities & Impact:

Skill Reviewed and validated client documentation prior to quoting with Progressive, ensuring data accuracy and compliance.
Performed eligibility checks to identify and eliminate potential red-flag clients; as a result, reduced problematic accounts by
100%, maintaining only clean and compliant policies.
Recrutiee Played a key role in ensuring a stable and trusted partnership with Progressive through consistent quality control and risk
prevention.
Asana Consulted and supported new insurance agents on Progressive guidelines, workflows, and complex or non-standard cases.
Independently created quotes and managed the full bind process, leading to 0 customer dissatisfaction due to thorough pre-
Applied Epic verification and accurate policy setup.
Communicated directly with clients, providing consultations on Progressive insurance products and policy-related inquiries.
Salesforce Maintained accurate document organization, client communication, and performance reporting within Salesforce, ensuring
transparency and traceability across all Progressive-related operations.
CAB

MS Office experienced

1C Personal & Business Assistant
April 2024- June 2025
For Agents Only
Canva Provided end-to-end administrative, operational, and executive support for the CEO and insurance agency operations, driving measurable
improvements in efficiency, sales performance, and agent productivity.

Languages Key Responsibilities & Achievements:

Managed CEO’s calendar, meetings, and business travel, optimizing executive time and improving scheduling efficiency by 30%.
Generated leads via CAP and uploaded/distributed them to agents through Salesforce, increasing lead follow-up speed.
English B2-C1 (multiple Trained 10+ insurance agents on Salesforce usage and collaborated with IT specialists on CRM improvements, improving data accuracy by
accent) 25% and reducing errors in policy entry.

French (Good Conducted audits and maintained accurate records in Salesforce and Applied Epic, ensuring 100% compliance and reducing documentation
errors by 40%.
understanding) Communicated with MGA representatives and fleet clients; handled outbound and cold calling campaigns,
Ukrainian/Russian (Native) Managed email communication and client confirmations in Applied Epic, improving response times by 35% and reducing missed follow-ups
to 0.
Japanese (A1, currently in Prepared detailed reports (Company and Agent Books of Business, total premiums, financial, KPI and cold calling reports), providing clear
Process of learning) insights that helped leadership increase sales accountability by 20%.
Configured and optimized Asana workflows with automation, reducing task delays and increasing on-time project completion.
Assisted agents by creating schedules, smart schedules, and educational materials, leading to faster onboarding and higher agent
productivity.

Reference Designed office visual materials and created welcome posts for new employees.
Supported recruitment of a Marketing Project Manager: screened 50+ calls, coordinated interviews, and managed the hiring pipeline.

Maksym Shuliak Handled personal and office-related CEO tasks, ensuring uninterrupted operations and saving hours of executive time weekly.
Played a direct role in closing insurance deals totaling approximately $40,000 in premium, contributing significantly to company revenue.

Co-owner U Trust Insurance
LLC
[open contact info](look above in the "contact info" section)
 Work Experience
Flintshire County Council / UK, Flint, Remote & On-site
March 2024 - September 2024
Administrative Assistant & Visual Marketing
Created schedules and timetables to support internal coordination and course planning
Promoted government-funded adult education courses through informational and visual materials
Assisted refugees from all countries by providing administrative support, guidance, and coordination with relevant
services
Designed leaflet layouts and prepared clear, engaging text for promotional and informational purposes
Supported visual marketing activities to improve outreach, accessibility, and community engagement
Ensured accuracy, clarity, and compliance with council standards in all materials and documentation

Freelance/Contractor break for studying in Nice, France
September 2023 - March 2024

Toyota Autosummit LLC / Ukraine, On-site
Fleet Administrator | Trade-In Department Administrator
September 2022 - September 2023

Promoted to an expanded role supporting both Fleet and Trade-In departments, combining operational, sales, and
administrative responsibilities
Coordinated daily operations including documentation management, vehicle records, scheduling, reporting, and data
accuracy across fleet activities
Managed close collaboration with the Accounting Department, ensuring 100% accuracy in financial documentation, invoicing,
and reporting with no delays
Actively supported Trade-In processes: customer consultations, vehicle evaluations, preparation for inspections, and sales
assistance
Worked closely with sales teams during client interactions and vehicle viewings, contributing to a seamless customer
experience and efficient cross-department workflow
Created leaflet layouts and promotional materials to support marketing initiatives and improve customer engagement
Maintained direct communication with international clients, ensuring professional service and clear coordination

Fleet Administrator
November 2021 - September 2022

Promoted to a key administrative role managing daily fleet department operations and supporting large-scale projects
Managed full fleet administration cycle, including documentation, vehicle records, scheduling of usage and
maintenance, coordination with service providers, and internal fleet-related requests
Led tender documentation processes for contracts totaling over UAH 10,000,000, ensuring full compliance with
requirements and deadlines
Prepared, reviewed, and maintained all tender and fleet-related documentation with zero errors and no delays
Worked closely with Accounting and Finance departments, managing workflows in 1C, ensuring accurate financial
data, reporting, and reconciliation
Ensured 100% accuracy in data entry, reporting, and document processing in line with company procedures and
regulatory standards
Contributed to optimization of fleet operations through strong organization, clear communication, and attention to
detail

Hostess
August 2021 - November 2021
Worked as a Hostess at the Toyota Auto Summit, representing the Toyota brand and delivering a high standard of guest
service throughout the event. Responsibilities included welcoming guests and VIP visitors, managing registration and
guest flow, providing event information, and ensuring a positive and professional experience for all attendees. Supported
the event team with coordination tasks, assisted with presentations and product zones, and maintained brand image
through professional communication and appearance. Developed strong interpersonal, communication, and customer
service skills in a fast-paced international event environment.

IT STEP ACADEMY / Ukraine, On-Site
Sales Executive
December 2020 - August 2021
Worked as a Sales Executive at IT Step Academy, promoting educational programs and driving student enrollment.
Engaged with prospective students and parents, provided detailed information about courses and curricula, conducted
consultations, and addressed inquiries to ensure a positive experience. Assisted with lead generation, followed up on
prospects, and supported marketing campaigns. Collaborated with the team to achieve sales targets and contribute to the
growth of the academy.

1Q - 117%
2Q - 132%