Back to VAs

Renzo

INSURANCE VIRTUAL ASSISTANT | COMMERCIAL LINES

TOOLS

EQUIPMENT

VIDEO

CLICK HERE

Commercial Policy Management, Insurance Renewal Support, Endorsement Processing, Carrier System Expertise

Insurance VA specializing in commercial lines, endorsements, quoting, and broker support

EMPLOYMENT SUMMARY

Renzo has experience supporting U.S.-based insurance brokers in commercial and personal lines insurance operations. His responsibilities include quoting, binding, endorsements, policy servicing, risk marketing, broker coordination, and backend insurance processing. He also handles training support for newly deployed employees and assists with insurance workflow execution. His background includes working with carrier portals, AMS systems, and remote insurance support operations.

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

Renzo Garcia is an insurance professional with 2 years and 4 months of experience supporting U.S. based insurance operations as a Data Processing specialist and Assistant Broker. He has experience handling quoting, endorsements, prorating, renewals, and policy issuance. His background is focused on commercial lines, including General Liability, Commercial Property, Workers’ Compensation, Inland Marine, BOP, and Professional Liability. Renzo is also experienced working with carrier portals, AMS systems, and remote insurance workflows in fast-paced environments.

Steadiness (S) - Dependable and patient. S-type VAs provide consistent support, build strong client relationships, and ensure smooth workflows. Influence (I) - Charismatic and engaging. I-type VAs excel in client communication, networking, and keeping teams motivated.

Demonstrates intermediate communication skills with the ability to handle conversations, understand instructions, and interact effectively in professional environments.

Carrier PortalsClient CommunicationPolicy ServicingProratingUpsellingInland MarineClaims SupportComplaint ResolutionData ManagementRecord KeepingCOI ProcessingCall HandlingDocument ManagementPayment Follow-upClient RetentionCoverage Analysis

✓Applied Epic

✓Carrier Software

✓ALIS (Agency Management System)

✓MS Office

✓Google Workspace

✓Zoom

Noise-Cancelling Headset

One-Monitor Setup

Staff Boom

Insurance Assistant

2024 - Present

Manage full-cycle insurance processing: submissions, quoting, binding, and policy
delivery

Perform risk marketing across multiple carriers to secure competitive quotes

Process endorsements independently, including prorating, classification updates,
exposures, and additional insureds

Serve as middleman between retail agents and underwriters, handling inquiries and
coordination

Prepare quote comparisons and proposal mock-ups for broker/client review

Handle inspection workflow, including ordering and reviewing inspection reports
before submission

Manage backend processes: loss runs, documentation, and policy issuance

Work independently with minimal supervision, performing broker-level responsibilities

Staff Boom

Data Processing Level 2 (Trainer Role)

2024 - Present

Selected to train newly deployed employees for a US-based insurance client

Provide training on:

Endorsement processing

Prorating calculations

Policy preparation and submission

Ensure accuracy, compliance, and proper workflow execution

Support team development and maintain quality standards

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.

Pampanga State Agricultural University

Bachelor of Information Technology

2019 - 2023

Technical Education and Skills Development Authority

Computer Systems Servicing (CSS) NC II

2017 - 2019