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Anahi R.

INSURANCE VIRTUAL ASSISTANT | PERSONAL & COMMERCIAL LINES

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Personal & commercial lines, customer service & policy servicing, Allstate, Salesforce

Personal & Commercial Lines Insurance Virtual Assistant

EMPLOYMENT SUMMARY

Anahi has experience supporting personal and commercial insurance customers through policy servicing, endorsements, renewals, quoting assistance, certificates of insurance, billing support, and carrier communication. She also has experience in legal intake, high-volume outbound calling, CRM-based lead management, and customer service in remote environments. Her background demonstrates strong communication, customer support, and administrative capabilities.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

90/C1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Anahi is an insurance professional with approximately four and a half years of experience supporting personal and commercial lines through Allstate. Her background combines hands-on insurance operations with a strong technical foundation in IT, allowing her to adapt quickly to new systems, software, and agency processes. She has built a reputation for delivering exceptional customer service while supporting policy servicing, endorsements, quoting assistance, certificates of insurance, and client communications. Her technical aptitude, positive attitude, and ability to learn quickly make her a versatile professional ready to add value to modern insurance agencies.

Steadiness (S) - Calm, patient, and service-oriented. S-type VAs provide consistent support, build strong client relationships, and ensure smooth workflows. Conscientiousness (C) - Detail-focused and precise. C-type VAs ensure accuracy, maintain structured systems, and deliver high-quality work.

Demonstrates advanced English communication skills with the confidence to interact professionally with clients, carriers, and internal teams. She communicates naturally, understands complex insurance terminology, and supports customer interactions with clarity and professionalism.

Personal Lines InsuranceCommercial Lines InsurancePolicy ServicingQuotingEndorsementsCertificates of InsuranceCarrier CommunicationCustomer ServiceAuto InsuranceHome InsuranceRenewalsInbound & Outbound Calls

✓Salesforce

✓Google Workspace

✓MS Office

Qualfon - Allstate

Customer Service Representative

Provided customer support for personal and commercial insurance clients through inbound calls and live chat. Assisted with quotes, policy changes, endorsements, renewals, certificates of insurance, billing inquiries, and general policy servicing. Coordinated with insurance carriers to resolve customer requests while maintaining quality and productivity standards.

Decibel Advertising

Legal Intake Specialist

Contacted pre-qualified leads through CRM software and conducted high-volume outbound calls to complete legal intakes. Assisted homeowners with insurance claim intake following hail damage, guided Camp Lejeune clients through the legal intake process, and collected accurate information for attorneys while building trust through active listening and professional communication.

Can understand and use familiar everyday expressions and basic questions about personal details.

Can have very short social exchanges and give information on familiar and routine matters when traveling.

Can briefly describe past events and future plans, give reasons for opinions and explain advantages and disadvantages.

Can communicate confidently in a variety of academic and professional environments.

Can use the language flexibly and effectively for social, academic and professional purposes.

Can interact with ease and can differentiate their shades of meaning.