Jobert

INSURANCE VIRTUAL ASSISTANT | PERSONAL LINES

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Personal lines insurance, endorsements, quoting, certificates of insurance

Personal Lines Insurance Virtual Assistant specializing in quoting, endorsements, compliance, and Certificate of Insurance processing.

EMPLOYMENT SUMMARY

Jobert has experience supporting insurance operations, executive virtual assistance, customer service, fraud analysis, dispatch coordination, and healthcare support. His background includes preparing insurance quotes, monitoring compliance, coordinating appointments, supporting policy-related inquiries, maintaining records, and communicating with clients and carriers across multiple industries.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF ENGLISH TEST RESULT

90/C1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Jobert is an Insurance Virtual Assistant with almost 2 years of U.S. insurance experience supporting Personal Lines insurance operations. He has experience preparing insurance quotes, processing endorsements, supporting compliance activities, and processing Certificates of Insurance (COIs). His background also includes policy data entry, carrier communication, multi-carrier quoting, and supporting the policy binding process.

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 solid professional English communication skills with good comprehension and the ability to handle conversations effectively in work environments. Capable of supporting client interactions, understanding instructions, and communicating clearly in day-to-day operations.

Personal Lines InsuranceHomeowners InsuranceAuto InsuranceQuotingEndorsementComplianceCertificate of Insurance (COI)Carrier CommunicationBinding ProcessPolicy Data Entry

✓EZLynx

✓RingCentral

✓Insurance Carrier Portals

✓Zoom

✓Microsoft Office

✓Google Workspace

Noise-Cancelling Headset

Two-Monitor Setup

Henry’s Pro Repair Services

Property Manager/Dispatcher

January 2026 – 2026

Coordinated technician appointments and communications with property managers and customers across multiple U.S. cities. Managed scheduling, follow-ups, COI compliance, and service records to ensure efficient and timely operations.

The Woodlands Financial Group

Executive Virtual Assistant

December 2024 – January 2026

Assist the business owner in preparing insurance quotes with 10 different carriers and presenting them to clients; monitor compliance, prepare mortgage clauses, and submit monthly reports.

RealPage Inc.

Senior Customer Service Representative

July 2023 - December 2024

Support tenants with inquiries related to renter’s insurance and billing, and provide personalized policy recommendations based on their specific requirements.

JP Morgan Chase & Co.

Fraud Analyst II

July 2021 - July 2023

Assist credit card applicants throughout the application process, identify and prevent fraudulent submissions, and evaluate applications to determine approval or denial based on credit standing and supporting documentation.

HCL Technologies

Senior Customer Service Representative

June 2019 - July 2021

Provide guidance and support to patients with rental durable medical equipment (DME) applications, delivery coordination, and billing inquiries; verify insurance coverage, copays, and deductibles, and confirm the validity of prescriptions issued by healthcare providers.

Telstra

Complaints Manager for Level 2 B2B & B2C

October 2017 – June 2019

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.