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Diego

Diego

BILINGUAL VA | INSURANCE VIRTUAL ASSISTANT

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Auto insurance, quoting, policy servicing, Applied Epic, Salesforce

Diego brings a customer-focused approach and a strong willingness to learn. His ability to explain coverages, assist clients with policy changes, prepare quotes, and resolve billing questions makes him a valuable addition for agencies seeking dependable personal lines support.

EMPLOYMENT SUMMARY

Diego has experience in customer service, quality assurance, and accounting support. His background includes supporting insurance customers, evaluating service quality, and processing financial transactions while maintaining accuracy and compliance. He has worked in fast-paced environments requiring attention to detail, communication, and teamwork.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF ENGLISH TEST RESULT

95/C1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER
INTERMEDIATE
ADVANCED

EDUCATION

S+I
Diego has approximately two years of auto insurance experience supporting personal lines policy servicing and customer support. He has assisted policyholders with quoting, endorsements, renewals, billing inquiries, vehicle additions, policy updates, and general account servicing while working primarily with Allstate policies. His experience using Applied Epic, Salesforce, and carrier systems, combined with his strong communication skills, allows him to deliver reliable support while providing an excellent customer experience.
Steadiness (S) - Dependable and patient. S-type VAs provide consistent support, build strong client relationships, and ensure smooth workflows. Influence (I) - Charismatic and engaging. I-type VAs excel in client communication, networking, and keeping teams motivated.
Demonstrates advanced English communication skills with the ability to communicate naturally and confidently with customers, carriers, and internal teams in professional insurance environments.
Auto InsuranceQuotingEndorsementsRenewalsPolicy ServicingBilling SupportCustomer ServicePolicy Changes
✓Applied Epic
✓Salesforce
✓Avaya
Noise-Cancelling Headset
Two-Monitor Setup

Acrisure

Accounting Associate

Feb 2026

Supported accounting operations by processing routine financial transactions, performing data entry and journal entries with accuracy, and maintaining organized financial records while ensuring compliance with accounting standards.

Concentrix

Sr. Quality Evaluator

March 2024 - December 2025

Supervised quality processes, implemented strategies to achieve goals and objectives, and communicated effectively to help ensure quality standards were met.

Concentrix

Customer Service Representative

November 2022 - March 2024

Provided customer service support in the insurance field while collaborating with team members and working effectively in a fast-paced, high-pressure environment.

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.

I.E Lola González

Technician's Bachelor's Degree in Graphic Design

2021

https://youtu.be/PN3oGi3xCWI