Ricardo

INSURANCE VIRTUAL ASSISTANT | VERIFICATIONS & POLICY PROCESSING

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Insurance virtual assistant focused on background checks, policy processing, billing, and client support.

Detail-oriented insurance virtual assistant specialized in verifications, policy processing, and high-volume customer support.

EMPLOYMENT SUMMARY

Ricardo has over eight years of experience across insurance operations, verifications, public relations, and sales. At Mitratech he processed employment and education verifications as part of HR background checks, handling requests by phone, fax, and email. Previously at Alinsco & Al Boenker Insurance he supported the sales, processing, and customer service departments with quoting, new business processing, billing, cancellations, underwriting support, and renewals. His earlier roles in public relations, events, and branch management further strengthened his communication, leadership, and client-facing skills.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

TOEIC / CELE English Certificate

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Ricardo is an Insurance Virtual Assistant with experience in employment and education verifications, personal auto insurance operations, and customer service. He has processed background-check requests, handled policy quoting and processing, managed billing, cancellations, and renewals, and served as a point of contact between carriers, agents, and insureds. His background also includes public relations, sales, and branch management roles, giving him strong communication, organization, and leadership skills.

Conscientiousness (C) - Detail-oriented and organized. C-type VAs ensure accuracy, maintain structured systems, and deliver high-quality work. Ricardo brings strong attention to detail and consistency across verifications, policy processing, and client communication.

Communicates confidently in English in professional and customer-facing environments. Can handle high-volume calls, explain processes clearly, and document information accurately, supported by formal English training and certification (CELE and TOEIC).

Employment & education verificationsInsurance policy processingCustomer service & client supportBilling & cancellationsUnderwriting supportRenewals reportsSales support & follow-upPublic relations & campaign planningInbound & outbound calls (80–100 per day)Team leadership & branch managementProblem solving & time managementDatabase and report lookups

✓Background check and HR verification platforms

✓Email & fax systems

✓CRM & databases

✓Microsoft Office

✓Google Workspace

✓Call center / phone systems

Noise-canceling headset

Two monitors

Mitratech

Verifications Specialist

April 2023 – February 2026

-Processed employment and education verifications via phone calls, fax and emails. Providing services to third-party verifiers and applicants.
-HR Solution for background checks

Alinsco & Al Boenker Insurance

Insurance Operations Support (Sales, Processing & Customer Service)

August 2022 – April 2023

Sales department:
-Taking all information for an insurance quote and provide to sales agents.
-Completing follow up process for new quotes.
-Assisting customers to e-sign applications so they can be ready to process.

Processor:
-Processing new policies.
-Review e-signatures and payment information.
-Review documents to match the guidelines for each company.

Customer service:
-Working emails and fax from customers and companies.
-Being point of contact for different companies, sales agents, and insureds.
-Billing.
-Cancellations
-Inbound and Outbound calls.
-Underwriting.
-Renewals reports.

Habitar con Dios

Public Relations Executive

January 2018 – June 2022

-Prospecting new customers.
-Creation of public campaigns.
-Planning special events.
-Social media management.
-Research for marketing assets.

Casa #6 Centro Histórico

Branch Manager

January 2017 – November 2018

-Staff management.
-Customer service.
-Translations.
-Sales.
-Implementation of ideas for the Casa #6 Museum.

Mi Cielo Artesanal

Sales Representative

January 2016 – January 2017

-Customer service.
-Translations.
-Store sales (Mexican crafs)

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.