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Luke

INSURANCE VIRTUAL ASSISTANT | COMMERCIAL LINES INSURANCE

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Commercial lines insurance, Policy servicing, COIs, Endorsements, HawkSoft, Comation

Commercial insurance support with dependable policy servicing and customer service experience.

EMPLOYMENT SUMMARY

Luke has experience supporting commercial insurance operations, customer service, technical support, AI data annotation, and records management. His responsibilities include processing certificates of insurance, reviewing commercial policies, managing client communications, coordinating with carriers and vendors, and maintaining accurate documentation.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF ENGLISH TEST RESULT

80/B1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Luke is an Insurance Virtual Assistant with experience supporting commercial insurance operations, including certificates of insurance, policy servicing, endorsements, renewals, policy reviews, and quoting support. He also has a background in customer service, technical support, AI data annotation, and records management. He is experienced in supporting California commercial accounts while maintaining accurate documentation and professional communication.

Dominance (D) - Proactive and goal-driven. D-type VAs take initiative, solve problems efficiently, and thrive in fast-paced environments. Influence (I) - Charismatic and engaging. I-type VAs excel in client communication, networking, and keeping teams motivated.

Demonstrates intermediate English communication skills with the ability to support professional conversations, customer service interactions, and daily agency communication. He communicates clearly in business environments while continuing to strengthen confidence in more complex discussions.

Commercial Lines InsuranceCommercial Auto InsurancePolicy ServicingCertificates Of InsuranceEndorsementsQuoting SupportRenewal SupportACORD FormsCarrier CommunicationPolicy ReviewCustomer Service

✓HawkSoft

✓Comation

✓Salesforce

✓Google Workspace

✓MS Office

Noise-Cancelling Headset

Two-Monitor Setup

Golden Capital Insurance Services

Insurance Virtual Assistant

March 2025 – 2026

Supports commercial insurance operations by processing Certificates of Insurance (COIs), managing certificate requests, policy updates, renewals, and endorsements through email, reviewing commercial policy requirements, coordinating with carriers, brokers, insureds, and vendors, and maintaining accurate policy records using HawkSoft and Quomation.

TaskUs

Content Moderator & AI Data Annotator

November 2024 – April 2025

Reviewed and annotated AI datasets while ensuring quality standards and compliance requirements were consistently met.

Valor Global

Technical Support Representative

April 2024 – August 2024

Provided technical support for home security systems by handling inbound customer calls and delivering real-time assistance during alarm events and emergency situations.

Ubiquity

Customer Service Representative

February 2023 – March 2024

Managed inbound customer calls while meeting productivity goals.

AHM Outsourcing

Records Retrieval Specialist

September 2021 – April 2022

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.