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Romeo

INSURANCE VIRTUAL ASSISTANT | COMMERCIAL LINES SPECIALIST

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COMMERCIAL LINES, MULTI-CARRIER ENVIRONMENTS, QUOTING & ENDORSEMENTS

INSURANCE VIRTUAL ASSISTANT | COMMERCIAL LINES SPECIALIST

EMPLOYMENT SUMMARY

Romeo has 8 years of continuous insurance VA experience across commercial and personal lines. At Slash Staffing (2025–present), he handles certificates of insurance in Applied Epic and manages quoting across multiple carriers. At Virtual Colony (2019–2025), he supported full commercial and personal lines operations—quoting proposals, endorsements, certificates, billing, policy checking, and e-signatures. At PSN Inc. (2017–2019), he served as an insurance compliance specialist auditing client profiles and managing certificates, policies, and ACORD forms.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF English Test

65 B1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Romeo is an Insurance Virtual Assistant with 8 years of experience specializing in Commercial and Personal Lines operations for U.S.-based agencies. He has strong experience handling BOP, General Liability, Workers' Compensation, Business Auto, and Umbrella policies, along with Personal Lines such as auto and home insurance. He is skilled in quoting, re-quoting, endorsements, and policy checking, ensuring accuracy across multiple carrier platforms. Romeo supports account managers by preparing proposals, managing certificates (ACORD 25, 27, 28), and maintaining organized CRM documentation, handling policy changes, e-signatures, and client documentation with strong attention to detail.

Influence (I) - Communicative and engaging. I-type VAs build strong rapport with clients and agents, present proposals confidently, and keep workflows moving with a positive, motivated approach. Steadiness (S) - Reliable and consistent. S-type VAs deliver dependable support, handle high-volume tasks with patience, and maintain organized documentation across carrier platforms and CRM systems.

Communicates clearly and effectively in everyday and professional contexts, with good comprehension and confidence in insurance operations and client-facing tasks.

Personal LinesCommercial LinesHomeowners InsurancePersonal AutoUmbrella PoliciesDwelling InsuranceFlood InsuranceBusiness AutoQuotingRe-quotingEndorsementsCOI ManagementACORD FormsBusiness Owners Policies (BOP)General LiabilityWorkers CompensationCarrier PortalsPolicy ReviewCertificate of InsuranceE-signaturesProposal PreparationCRM Documentation

✓AMS360

✓Applied Epic

✓QQ Catalyst

✓Salesforce

✓PL Rater

✓EZLynx

✓WeConnect

✓Google Workspace

✓Microsoft Office

Noise canceling headset

Two monitors

SLASH STAFFING

Commercial Lines Insurance Agent

2025 – Present

• Handles Certificates of Insurance in Applied Epic for commercial accounts.
• Quotes across multiple carriers and generates proposals for account managers.
• Manages policy documentation and ensures timely delivery of client deliverables.

VIRTUAL COLONY

Commercial and Personal Lines Insurance Agent

2019 – 2025

• Supported full commercial and personal lines operations for U.S.-based agencies.
• Prepared quote proposals, processed endorsements, managed billing and certificates of insurance.
• Handled policy checking, e-signatures, renewal reviews, new business policies, ID cards, declaration pages, and audit reviews.
• Maintained and created client profiles across CRM systems with accuracy and compliance.

PSN INC.

Commercial and Personal Lines Insurance Agent

2017 – 2019

• Served as insurance compliance specialist, auditing all client profiles to ensure regulatory requirements were met.
• Managed Certificates of Insurance, policy reviews, ACORD forms, endorsements, and quoting tasks.

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.