Daniel helps insurance agencies streamline commercial lines operations through renewals, endorsements, COIs, quoting, and bilingual client support.
EMPLOYMENT SUMMARY
Daniel supports Commercial Lines insurance operations through COI processing, renewals, endorsements, policy servicing, and client communication. His hands-on experience with commercial insurance workflows and agency support makes him a reliable insurance professional.
EMPLOYMENT HISTORY
ASSESSMENT RESULTS
DISC PERSONALITY RESULT
EF ENGLISH TEST RESULT
85/B1
COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)
BEGINNER
INTERMEDIATE
ADVANCED
EDUCATION
C+S
Daniel is a bilingual Insurance Virtual Assistant with approximately 1 year of experience supporting Commercial Lines insurance operations primarily Workers' Compensation, General Liability and Commercial Auto. He has experience handling renewals, endorsements, quoting, proposal preparation, policy issuance, cancellations, COI issuance, ACORD form processing, carrier communications, and client support. His background also includes collecting client information, processing payments, maintaining policy records, delivering policy documents, and assisting with bonds and contractor licensing requirements.
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 functional English communication skills in professional and customer-facing environments. Able to communicate clearly, follow instructions effectively, and provide courteous support in day-to-day interactions.
Commercial Lines InsuranceWorkers' CompensationGeneral LiabilityCommercial Auto InsurancePersonal Auto InsuranceRenewalsEndorsement RequestsCertificates of Insurance (COIs)QuotingACORD FormsClient Follow-UpDocumentation CollectionClient CommunicationAdministrative SupportCancellationsCarrier Websites
✓EZLynx
✓Salesforce
✓DocuSign
✓Google Workspace
✓Microsoft Office
Noise-Cancelling Headset
Two-Monitor Setup
Connect Insurance
Commercial Account Assistant
2024 - 2026
Supported client account management for a commercial insurance brokerage by handling policy renewals, endorsements, ACORD document processing, payment coordination, premium collections, and communication with clients and insurance carriers.
DoorDash
Costumer Service
2024
Provided support to restaurant employees regarding applications, deliveries, and order management while assisting with operational oversight to help ensure compliance and efficiency across multiple business locations.
Asesores de Telemercadeo QSMX
Customer Service
2023 - 2024
Contacted prospective clients interested in life, dental, and auto insurance and connected them with licensed insurance agents in the United States to complete policy purchases.
A1
Can understand and use familiar everyday expressions and basic questions about personal details.
A2
Can have very short social exchanges and give information on familiar and routine matters when traveling.
B1
Can briefly describe past events and future plans, give reasons for opinions and explain advantages and disadvantages.
B2
Can communicate confidently in a variety of academic and professional environments.
C1
Can use the language flexibly and effectively for social, academic and professional purposes.
C2
Can interact with ease and can differentiate their shades of meaning.
