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Diamond

INSURANCE VIRTUAL ASSISTANT | HOMEOWNERS QUOTING & POLICY SERVICING

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Homeowners insurance quoting & servicing, policy renewals & endorsements, HO3 | DP3 | EZLynx

Experienced insurance virtual assistant specializing in homeowners quoting and policy servicing.

EMPLOYMENT SUMMARY

Diamond has experience supporting insurance agencies and executive leadership teams in remote environments. His background includes homeowners insurance quoting, policy servicing, customer support, executive calendar management, travel coordination, CRM administration, workflow automation, and business operations support. He has worked with high-volume workflows while maintaining accuracy, compliance, and strong client communication.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

90/C1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Diamond is a Property & Casualty Insurance Virtual Assistant with approximately two years of experience supporting U.S.-based insurance agencies. His background includes homeowners insurance quoting, policy servicing, renewals, endorsements, client follow-ups, carrier communications, and customer service. He specializes in HO3 and DP3 policies and has experience working directly with insureds, carrier portals, and quote generation workflows while maintaining accuracy, compliance, and exceptional client communication.

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.

Demonstrate advanced English proficiency in professional and everyday communication. Shows strong comprehension, fluent speaking abilities, and effective written communication skills.

Home InsuranceDwelling Fire InsuranceQuotingRenewalsEndorsementsCoverage ChangesDeductible ModificationsPolicy ServicingCOIsCustomer ServiceInbound & Outbound CallsInspection Submissions4-Point InspectionsWind MitigationTeam Supervision

✓EZLynx

✓AMS360

✓InsuredMine

✓Dialpad

✓Notion

✓Carrier Software

✓Slack

✓Discord

✓Zoom

✓Google Workspace

✓Microsoft Office

Noise-Cancelling Headset

Two-Monitor Setup

Just In Time Heating, Air Conditioning & Plumbing

Executive Assistant

July 2024 - March 2026

Managed complex executive calendars across PST and international time zones, resolving conflicts and protecting priorities

Acted as primary gatekeeper for high-volume communications, maintaining 100% SLA compliance within 24 hours

Coordinated domestic and international travel logistics and prepared detailed itineraries

Maintained CRM databases, tracked expenses, processed invoices, and prepared executive reports

Designed and implemented automation systems to streamline high-volume digital transactions, reducing manual CSR workload

Built workflow solutions using webhook triggers, database logging, and real-time reconciliation dashboards, improving transaction processing speed and accuracy.

Cover Desk

Property & Casualty Insurance Specialist

March 2023 - July 2024

Managed high-volume inbound/outbound calls assisting clients with policy inquiries and coverage adjustments.

Generated homeowner insurance quotes across multiple carriers with strong accuracy and compliance.

Trained new hires and supported cross-functional coordination to maintain workflow efficiency.

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.