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Dulce

BILINGUAL VA | INSURANCE VIRTUAL ASSISTANT

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Commercial customer service, client & carrier coordination, COIs & policy support

Bilingual Insurance Virtual Assistant specializing in Commercial and Personal Lines customer service.

EMPLOYMENT SUMMARY

Dulce has experience supporting insurance agencies through customer service, policy servicing, claims reporting, billing support, renewals, endorsements, and Certificates of Insurance while maintaining communication with clients and carriers. She also has experience managing residential and commercial properties, overseeing operations, maintenance, budgeting, and tenant coordination.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

SPEECHACE ENGLISH TEST RESULT

6.8/9 C1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Dulce is a bilingual Insurance Virtual Assistant with experience supporting U.S.-based insurance agencies in Commercial and Personal Lines. She has handled customer service, policy servicing, Certificates of Insurance, claims reporting, billing inquiries, renewals, endorsements, and client communication through phone, email, and text. She is recognized for professional communication, organization, empathy, and delivering accurate client support.

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.

Demonstrates advanced English proficiency with strong written and verbal communication skills. Comfortable providing professional customer service and handling client interactions confidently through phone, email, and text while maintaining accuracy and professionalism.

Customer ServiceCommercial InsuranceClient CommunicationInsured SupportCOIsClaims ReportingBilling SupportPayment Follow-upPolicy ChangesEndorsement RequestsRenewal PreparationPolicy ComplianceAdditional InsuredsProof of InsuranceAudits Coordination

✓Insurance Carrier Portals

✓Applied Epic

✓Google Workspace

✓Microsoft Office

Noise-Cancelling Headset

Two-Monitor Setup

Independent Contractor - Puerto Vallarta

Property Manager

2017 – 2026

Managed the construction and ongoing operations of residential and commercial properties, overseeing budgeting, material procurement, staff hiring, maintenance coordination, rent collection, and marketing available units to support property occupancy.

Roca Financial Services, LLC

Assistant Manager + Customer Service

JUNE 2021 - JUNE 2025

Supported insurance agency operations by managing policy servicing, payments, renewals, Certificates of Insurance, endorsement requests, and claims follow-up. Provided customer service through phone and email, resolved client concerns, maintained supplier accounts in Applied Epic, and ensured accurate policy documentation and communication with clients and providers.

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.

Kaplan Financial Education

Property & Casualty

2026

UDG

Bachelor’s Degree in International Business

2014

Trinity College London

College Diploma

2011