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Rikko

INSURANCE VIRTUAL ASSISTANT | PERSONAL & COMMERCIAL LINES

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Personal & commercial lines. Quoting, policy servicing, AMS360, PL Rater.

Reliable insurance virtual assistant supporting personal and commercial lines with quoting and policy servicing.

EMPLOYMENT SUMMARY

Rikko has worked across insurance agencies and administrative support roles with a strong focus on personal and commercial insurance operations. His responsibilities have included policy servicing, endorsements, quotations, backend support, client communication, and administrative coordination. He has also supported virtual assistant operations through onboarding, training, performance monitoring, and client relationship management.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF ENGLISH TEST RESULT

60/B1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Rikko is an Insurance Virtual Assistant with experience supporting personal and commercial insurance operations. He has handled quoting, policy servicing, endorsements, renewals, backend servicing, and broker support while working with multiple agency management systems. He is experienced in maintaining accurate documentation, supporting clients and brokers, and contributing to efficient day-to-day insurance operations.

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 intermediate English communication skills with the ability to communicate effectively with clients, carriers, and internal teams while supporting day-to-day insurance operations.

Commercial Lines InsuranceCustomer ServiceEndorsementsPersonal Lines InsurancePolicy ChangesPolicy ServicingQuotingRenewalsCarrier CommunicationBroker Support

✓AMS360

✓Applied Epic

✓BTIS

✓Formstack

✓HubSpot

✓PL Rater

✓RingCentral

✓Salesforce

✓Docusign

✓Google Workspace

✓Microsoft Office

✓Microsoft Teams

Noise-Cancelling Headset

Two-Monitor Setup

Global Remote Workers LLC

Administrative Assistant

July 2025 – May 2026

Monitored Virtual Assistant performance, supported onboarding and training of new hires, conducted interviews, and maintained proactive communication with clients to ensure service quality and operational efficiency.

LaPointe Insurance Agency

Administrative Assistant

July 2024 – July 2025

Supported insurance policy servicing by processing binders, endorsements, cancellations, and mortgagee changes while providing backend administrative support to insurance agents and producers.

MOD Advisor

Administrative Assistant

December 2023 – July 2024

Extracted, analyzed, and organized data from unstructured sources while performing research, data annotation, and client profiling to support operational processes.

Polly Insurance Agency

Administrative Assistant

December 2022 – November 2023

Managed end-to-end client support channels, facilitated policy updates, and generated accurate commercial and personal insurance quotations.

Dumbaugh Insurance Agency

Administrative Assistant

November 2020 – December 2022

Processed comprehensive loan applications, policy binders, and accounts updates while diligently resolving client inquiries.

Humana Healthcare

Account Supervisor

October 2015 – May 2019

Supervised team performance metrics and daily operational workflows while managing complex provider inquiries regarding healthcare eligibility, claims, and complex denials.

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.