LORENZ
ENGLISH-SPEAKING VA
Focused driven Virtual Assistant with a solid background in insurance processing and customer support. Lorenz has extensive experience assisting U.S.-based clients, particularly in home and auto insurance coverage. With a strong blend of communication, organizational skills, and attention to detail, he confidently manages tasks such as:
TOOLS
EQUIPMENT
VIDEO
Insurance expertise, Customer service, Sales support
Lorenz brings a professional presence to any team, with a passion for delivering efficient insurance workflows and top-tier customer experiences.
EMPLOYMENT SUMMARY
Lorenz has 2 years of experience in Home and Auto Insurance, gained while working as an Insurance Virtual Assistant at The Woodlands Financial Group. During this time, he handled policy processing, developed endorsements directly through carrier websites, and took charge of renewal, cancellation, and reinstatement communications. Prior to that, he worked as a Health Insurance CSR at Versatel Solutions, where he qualified leads and assisted in converting them to sales. He also spent over two years as a Sales Associate at Fonerange Communication Inc., managing inventory, advertising, and achieving monthly sales targets. Lorenz is highly skilled in customer service, policy processing, email management, and lead qualification. His strengths include attention to detail, adaptability, and strong communication skills.
EMPLOYMENT HISTORY
THE WOODLANDS FINANCIAL GROUP
Insurance Virtual Assistant
JAN 2023 - DEC 2024
• Able to process the policy of insured for home and auto insurance.
• Sending email reminder for renewals, cancellation and reinstatement notice.
• Able to process trailing documents for new business.
• Able to process endorsement directly to carrier website.
VERSATEL SOLUTIONS
Health Insurance - CSR
MAY - AUG 2022
• We manage to explain our products and services to our client and must shown interest on what we are selling in order to qualify as leads.
• Transfer a qualify leads to our licensed agent for them to convert and consider as qualified sales.
FONERANGE COMMUNICATION INC.
Sales Associate
APR 2020 - JUN 2022
• Able to manage our product inventory.
• Product marketing advertisement.
• Able to manage our monthly target quota.
• Provide a better sales marketing and must shown interest to our product and services
ASSESSMENT RESULTS
DISC PERSONALITY RESULT
Steadiness (S) - Dependable and patient. S-type VAs provide consistent support, build strong client relationships, and ensure smooth workflows.
Conscientiousness (C) - Detail-oriented and organized. C-type VAs ensure accuracy, maintain structured systems, and deliver high-quality work.
EF ENGLISH TEST RESULT
Speaks clearly with good fluency and pronunciation. Shows comfort with complex ideas and grammar, using vocabulary effectively to convey meaning.
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.
EDUCATION
La Consolacion University Philippines
Bachelor in Tourism Management
2016 - 2019
Centro Escolar University
Bachelor in Hotel Management
2008 - 2012