Norberto

INSURANCE VIRTUAL ASSISTANT | PERSONAL & COMMERCIAL LINES SUPPORT

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Personal and commercial lines policy servicing and quoting specialist with experience using EZLynx, PL Rater, and QQ Catalyst.

Personal & Commercial Lines Policy Servicing & Quoting Specialist

EMPLOYMENT SUMMARY

Norberto has experience in insurance virtual assistance, research support, back-office operations, data entry, technical support, and customer service. His background includes insurance quoting, claims processing, policy servicing, research data management, administrative support, and maintaining organized databases. He has supported both insurance agencies and business operations while providing accurate, detail-oriented administrative assistance.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF ENGLISH TEST RESULT

85/B1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Norberto is an Insurance Virtual Assistant with experience supporting personal and commercial lines insurance. He has handled insurance quotations, claims processing, policy servicing, renewals, endorsements, carrier communication, and administrative support while maintaining organized records and providing dependable client service. He is detail-oriented, adaptable, and experienced in supporting daily agency operations.

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 practical English communication skills with the ability to interact effectively in professional and customer-facing environments. Communicates clearly, follows instructions well, and understands insurance terminology and agency workflows. He is capable of supporting clients and agency teams while continuing to strengthen his confidence in client-facing conversations.

Auto InsuranceCommercial LinesCarrier CommunicationCustomer ServiceEndorsementsHome InsuranceInbound CallsPersonal Lines InsurancePolicy ChangesPolicy ServicingQuotingRenewalsACORD Forms

✓EZLynx

✓PL Rater

✓QQ Catalyst

✓RingCentral

✓Insurance Carrier Portals

✓Google Workspace

✓MS Office

Noise-Cancelling Headset

Two-Monitor Setup

HPI – VA role

Research Associates

Collected, cleaned, and analyzed qualitative and quantitative data, collaborated on research planning and analysis, prepared reports and presentations, and supported stakeholder engagement through interviews and community-related data management.

TaskUs - Clark

Back Office Support

May 2025 - 2026

Provided back-office support by resolving issues involving automatic driving vehicles and handling requests related to road blockages and traffic signs.

Office Beacon (Philippines) Inc - Clark Freeport Zone

Insurance Virtual Assistant

September 2023 - March 2024

Processed auto and homeowners insurance quotations using EZLynx, PL Rater, and carrier platforms, handled insurance claims, monitored emails, maintained client databases, completed business correspondence and data entry, and provided customer support through chat and email.

Swakbpo (Staffboom) - Clark Freeport Zone

Data Entry Specialist

January 2021 - February 2023

Processed insurance-related documents, requested loss runs, handled inspection orders, processed dental hygiene renewals and insurance clearances, and collected and entered client information into spreadsheets.

Startek - Angeles

Technical Support Representative

February 2020 - October 2020

Assisted customers with internet service inquiries, including account assistance and troubleshooting internet connectivity issues.

Sutherland – Clark Freeport Zone

Customer Service Representative (Non Voice)

October 2018 – March 2019

Provided customer support through chat by assisting Amazon.com customers with their inquiries.

GH Transport Ltd. – Jeddah KSA

Data Encoder

May 2015 - July 2018

Encoded daily manifest and receipt information into spreadsheets, maintained company data records, prepared daily branch reports, and sent reports through Microsoft Outlook.

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.