Fabiola R.

INSURANCE VIRTUAL ASSISTANT | PERSONAL & COMMERCIAL AUTO

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Auto insurance support, quoting & endorsements, and commercial lines.

Bilingual insurance VA for personal & commercial auto quoting, policy servicing, endorsements, COIs, and carrier coordination.

EMPLOYMENT SUMMARY

Fabiola brings 3+ years of insurance operations experience spanning U.S. agency support, no-fault/auto claims coordination, and prior commercial insurance sales. She has managed policy data, payments, and carrier follow-up across workers’ compensation, GL, inland marine, auto, and related lines; produced sales and operational reports; and supported cancellations, endorsements, and client communication. Her current legal-sector role adds depth in vehicle insurance documentation, multi-state policy research, and structured reporting alongside intake and lead coordination.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF English Test

80/B2

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Fabiola is a bilingual Insurance Virtual Assistant with 3+ years of experience in the insurance industry, supporting both personal and commercial lines, including life, inland marine, workers’ compensation, and general liability. She has provided full policy servicing support across these lines, while her direct quoting experience is focused specifically on personal and commercial auto insurance. She has a strong background in policy servicing, payment processing, client communication, and carrier coordination, ensuring accuracy and compliance across all insurance processes.

Influence (I) - People-oriented and persuasive. I-type VAs build rapport with clients and carriers, communicate with energy, and keep stakeholders engaged while moving policies and service tasks forward.

Demonstrating strong upper-intermediate proficiency. Communicates effectively and confidently in professional and everyday contexts.

Quoting (vehicle)Policy verificationPayment processingPolicy cancellationsClient communicationCOIsInsurance reportingDocument managementCommercial linesAuto insuranceLife insuranceEndorsementsCarrier portalsData entrySalesClaims

✓QQ Catalyst

✓QuickBooks

✓RingCentral

✓Salesforce

✓Canva

✓Google Workspace

✓Microsoft Office

✓Microsoft Teams

✓GoTo

Noise canceling headset

Three monitors

Cohan Law Firm

No-Fault Department Coordinator

May 2024 – Present (New York)

• Ensures NF2 documents are submitted on time to insurance companies.
• Completes and updates vehicle insurance information for clients.
• Submits documentation to open claims with MVAIC and carriers nationwide.
• Researches vehicle insurance policies (including outside New York) and reviews police reports and evidence.
• Maintains client communication with updates and support.
• Organizes leads, Excel reports, charts, and periodic reporting for new clients.
• Supports intake by classifying and managing incoming leads.

ParalegalMM NGO

Customer Support Specialist (Documentary Support — Weekends, Ad Honorem)

Jan 2024 – Present

• Assists with organizing and filtering applicant documents for immigration cases.
• Supports addenda, records, official translations, and requests for additional information.
• Communicates with the legal team on inconsistencies or pending documents.

Smart Insurance (U.S.)

Customer Service Analyst

Nov 2021 – Mar 2024

• Entered customer and policy information in company systems.
• Managed insurance payments across workers’ compensation, GL, inland marine, auto, commercial auto, audit, umbrella, and related lines.
• Guided customers through payment flows and contacted carriers on failed payments.
• Produced daily reports from multiple insurance companies.
• Coordinated with carriers to resolve policy issues and followed up on non-payment and cancellations.
• Sold auto insurance and created quotes.

Teleperformance

Customer Service (English)

Aug 2022 – Jul 2023

• Resolved customer and employee issues in English via phone and chat.
• Met service metrics for timeliness, quality, and customer satisfaction.

Pacifico Seguros

Customer Service / Sales

Sep 2019 – Dec 2022

• Sold life, accident, home, and vehicle insurance through face-to-face and telephone channels.
• Identified customer needs and recommended suitable coverage.
• Prepared portfolio status reports and managed 300+ customers in after-sales.
• Guided customers on policies, collections, and reimbursements.

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.