Angelo Mark

INSURANCE VIRTUAL ASSISTANT | AUTO INSURANCE

TOOLS

EQUIPMENT

VIDEO

CLICK HERE

Personal auto insurance, policy servicing, Applied Epic. Salesforce.

Angelo Mark is a dependable insurance professional who combines strong customer service skills with a detail-oriented approach to policy administration. He communicates effectively, supports policy transactions with accuracy, and adapts well to different systems and agency processes, making him a strong fit for personal lines teams while also providing support to commercial operations when needed.

EMPLOYMENT SUMMARY

Angelo Mark has experience in virtual assistance, insurance customer service, general customer service, and freelance data analysis and encoding. His responsibilities have included insurance policy servicing, client communications, data entry, administrative support, billing and claims inquiries, account updates, sales support, and data analysis.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF ENGLISH TEST RESULT

90/C1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Angelo Mark has approximately two years of insurance experience supporting personal auto insurance, with additional exposure to commercial lines. Throughout his insurance career, he has built a strong foundation in policy servicing, customer support, and day-to-day agency operations, assisting policyholders, brokers, and internal teams with accuracy and professionalism. His experience across multiple states has allowed him to adapt quickly to different agency workflows while delivering consistent service.

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

Demonstrates advanced English communication skills with the ability to communicate naturally and professionally with clients, carriers, and internal teams.

Auto insuranceBilling supportCertificates of insurance (COIs)Claims assistanceCommercial lines InsuranceCustomer serviceEndorsementsPersonal lines InsurancePolicy issuancePolicy servicingRenewals

✓Applied Epic

✓Aspire One

✓Salesforce

✓Google Workspace

✓Microsoft Office

Noise-Cancelling Headset

Two-Monitor Setup

Swak Bpo Philippines - Aspire General Insurance

Customer Service

Jan 2025 - Jul 2025

Supported policyholders with coverage, claims, billing, and policy change inquiries. Processed endorsements, cancellations, and reinstatements while addressing customer concerns and coordinating with internal departments and agents. Maintained detailed customer interaction records using CRM tools and internal systems.

InsBOSS / Direct Client (New York)

Virtual Assistant

Nov 2022 - May 2023

Managed client communications through email and phone and maintained insurance records and client databases through accurate data entry. Assisted with policy documentation, renewals, client and provider follow-ups, appointment scheduling, digital file organization, and daily administrative operations. Coordinated with agents and underwriters to support insurance processing.

Concentrix Philippines

Customer Service

April 2022 - Oct 2022

Handled inbound and outbound calls for billing inquiries, technical issues, and service upgrades. Promoted DirecTV and AT&T services, provided product knowledge and recommendations based on customer needs, and resolved customer complaints. Used multiple systems to process transactions, update accounts, and document customer interactions.

Data Analyst/Encoder Philippines (Freelance)

Data Analyst/Encoder

Jan 2021 - Dec 2021

Analyzed complex datasets to identify trends, patterns, and insights supporting business decision-making. Maintained organized records and documentation for efficient data retrieval and reporting.

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.