KARL
ENGLISH SPEAKING VA | PERSONAL AND COMMERCIAL LINES INSURANCE
Karl is an Insurance Virtual Assistant with over six years of experience in the BPO industry and three years supporting U.S.-based insurance agencies. He has worked extensively with Personal Lines and selected Commercial Lines, collaborating directly with licensed agents in Florida, Massachusetts, New Hampshire, and Maine. His experience covers the full policy lifecycle, strong carrier coordination, and consistent client-facing support in fast-paced insurance environments.
TOOLS
EQUIPMENT
VIDEO
3 yrs of Insurance Experience, PERSONAL & COMMERCIAL LINES, MULTI-STATE EXPERIENCE
Karl is a dependable Insurance VA who can independently handle quoting, endorsements, renewals, and COIs with precision and confidence. His familiarity with carrier portals, rating tools, and CRMs allows agencies to streamline operations while maintaining accuracy, compliance, and high service standards.
EMPLOYMENT SUMMARY
Karl has 3 years of Personal and Commercial Lines insurance experience, gained as an Insurance Agent Virtual Assistant at Agency VA and Agency Strong MA, where he handled policy support and client communications. He also has solid customer service experience from Valor Global and Filweb Asia Inc., supporting voice, chat, and email accounts in SaaS and technical environments. His background includes IT and technical support roles at Home Defense Technology Corporation and Crosspoint Computers Inc., enhancing his troubleshooting skills. Earlier roles in sales and retail support at Iproximity Offshore Inc. and Games and Gadgets Ent., where he was promoted to Assistant OIC, demonstrate leadership potential. His key strengths include strong communication, insurance support expertise, technical proficiency, adaptability, and attention to detail.
EMPLOYMENT HISTORY
Agency Strong MA
Insurance Agent Virtual Assistant
2024 - 2025
Insurance Virtual Assistant with 1 year and 8 months of experience handling Personal and Commercial Lines accounts in the states of Massachusetts, New Hampshire, and Maine.
Valor Global
Customer Service Representative (TSR/CSR, Voice Account)
2023 - 2024
Customer Service Representative with 1 year of experience handling the U.S.-based Home Security campaign.
Agency VA
Insurance Agent Virtual Assistant
2022 - 2023
Insurance Virtual Assistant with 2 years of experience handling Personal and Commercial Lines accounts in the state of Florida.
Home Defense Technology Corporation
Emergency Rapid Assistant "ERA" Application SaaS (Inhouse IT Generalist)
2020 - 2022
Emergency Rapid Assistant (ERA) Application SaaS. 2 years of experience as an In-House IT Generalist, providing system administration and technical support.
Filweb Asia Inc.
Customer Service Representative
2017 - 2018
Customer Service Representative. Monitoring Application SaaS (U.S.-based account) with 1 year and 6 months of experience providing technical support via chat, email, and live calls.
Iproximity Offshore Inc.
Customer Service Representative
2016
Customer Service Representative. U.S.-based Campaign with 1 year of experience as Sales/Customer Service Representative.
Crosspoint Computers Inc. Head Office
Technical Staff/IT Support
2015 - 2016
Etrade Ent. Sister Company (Technical Staff/IT Support). Promoted as IT/Technical Support Admin (2015-2016) at Crosspoint Computers Inc.
Games And Gadgets Ent.
Customer Support Representative
2014 - 2015
Promoted as Store/Branch Asst. OIC.
ASSESSMENT RESULTS
DISC PERSONALITY RESULT
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.
EF ENGLISH TEST RESULT
Shows confident and fluent communication with clear pronunciation and a natural flow of speech. Uses advanced vocabulary and well-structured grammar effectively to express complex ideas with clarity and precision.
COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)
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 understand with ease virtually everything heard or read and can summarize information from different sources.