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Angelo

INSURANCE VIRTUAL ASSISTANT | PERSONAL & COMMERCIAL LINES

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PERSONAL LINES, MULTI-CARRIER ENVIRONMENTS, AUTO | HOME | WORKERS COMP | UMBRELLA

Bilingual insurance VA supporting personal & commercial lines, quoting, COI processing, and policy servicing.

EMPLOYMENT SUMMARY

Angelo combines client-facing communication strength with operational discipline from insurance support and high-volume service roles. At RammcyCorp Insurance Agency, he maintained accurate client records and supported quoting-related data workflows for policy operations. In previous positions, he handled inbound/outbound client interactions, issue resolution, reporting, and team support responsibilities, developing a reliable process mindset that translates well to policy servicing, COI handling, and day-to-day insurance coordination.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF English Test

95 C1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Angelo is an Insurance Virtual Assistant with approximately one year of insurance-industry experience supporting both personal and commercial lines. He has strong experience in client communication, policy servicing, data management, and quoting support, including high-volume client interactions, complaint handling, and accurate record maintenance. He has worked with homeowners, auto, umbrella, jewelry, life insurance, workers compensation, and liability policies, and supports COI generation, quoting workflows, and documentation management with close attention to data accuracy and turnaround times.

Steadiness (S) - Calm, consistent, and service-focused. S-type VAs excel at reliable follow-through, organized policy support, and maintaining positive client relationships in high-volume environments.

Demonstrates excellent fluency with clear, confident communication and strong accuracy in professional settings.

Personal lines insuranceCommercial lines insuranceHomeowners insuranceAuto insuranceCondo insuranceUmbrella insuranceLife insuranceJewelry insuranceWorkers compensationLiability insuranceQuote preparationCOI processingCarrier portalsClient communicationPolicy servicingUpsellingClaims supportComplaint resolutionData managementRecord keepingCall handlingDocument managementPayment follow-upClient retentionCoverage analysis

✓HawkSoft

✓CSR System

✓EZLynx

✓Google Workspace

✓Microsoft Office

Noise canceling headset

Two monitors

B&G Auto Sales

Supervisor & Logistics Operator

Jan 2025 - Present

• Promoted from customer-facing responsibilities into supervisor/logistics operations after strong service and sales performance.
• Coordinates vehicle distribution across branches and manages ongoing client communications.
• Oversees logistics workflows to improve operational efficiency and customer satisfaction.
• Trains and supports team members to improve performance and retention.

RammcyCorp Insurance Agency

Client Data Specialist

Apr 2024 - Dec 2024

• Managed and updated client records to maintain accurate insurance-related data across agency systems.
• Supported agents by organizing and maintaining current client and policy information.
• Improved data management quality and process efficiency for day-to-day operations.

On Road

Sales & Customer Service Specialist

Apr 2022 - Mar 2024

• Managed inbound and outbound calls, resolved client concerns, and delivered service updates in high-volume workflows.
• Supported call-center reporting and team operations while maintaining service quality under pressure.
• Recognized as Best Seller for seven consecutive months and Top 5 company-wide.

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.

Universidad San Ignacio de Loyola

Marketing and Global Business

2024 - Current

American Council on the Teaching of Foreign Languages (ACTFL)

Advanced English Certification

2016