RAFAEL
ENGLISH SPEAKING VA | INSURANCE
Rafael is a versatile Virtual Assistant with six years of experience in the insurance industry, primarily in personal lines. He has handled policy enrollments, terminations, renewals, mortgage changes, data entry, and inbound/outbound calls with professionalism and precision. Proficient in trading platforms and CRM systems, Rafael brings reliability, attention to detail, and a calm demeanor to every task.
TOOLS
EQUIPMENT
Insurance expertise, Personal lines, CRM proficiency
Rafael finds joy in assisting colleagues and clients, delivering quality results under pressure. His experience across multiple insurance sectors and CRM platforms allows him to adapt quickly and contribute to smooth operations and client satisfaction.
EMPLOYMENT SUMMARY
Rafael gained over 6 years of insurance experience through multiple roles as an Insurance Virtual Assistant, supporting U.S.-based agencies such as Health Wealth Advocates, Affinity Insurance Group, and Strachan Novak Insurance Services. Across these roles, he handled policy enrollments, terminations, renewals, audits, insurance verification, client communication, and administrative support across Auto, Home, Health, Medicare, and Personal Lines Insurance, demonstrating a strong foundation in end-to-end insurance service operations.
EMPLOYMENT HISTORY
STRACHAN NOVAK INSURANCE SERVICES
Insurance Virtual Assistant
JUNE 2024 - APRIL 2025
• Most recent and comprehensive role, where he managed insurance verification, authorizations, and client relationship tasks across personal lines.
OFFICE BEACON PHILIPPINES, INC.
Insurance Virtual Assistant
JAN 2023 - APR 2024
• Provided general support for insurance operations including verification, authorization, and email management.
CORNERSTONE INSURANCE GROUP
Insurance Virtual Assistant
SEPT 2023 - JAN 2024
• Focused on Healthcare/Medicare insurance support tasks like patient follow-ups, prescription refills, and scheduling.
AFFINITY INSURANCE GROUP
Insurance Virtual Assistant
JUL 2023 - SEPT 2023
• Supported Auto and Home Insurance processes such as quotes, cancellations, renewals, and data entry.
HEALTH WEALTH ADVOCATES
Insurance Virtual Assistant
MAR 2023 - JUN 2023
• Worked on Health Insurance policy terminations, enrollments, data entry, and quoting.
BOOMERING, INC.
Insurance Virtual Assistant
OCT 2021 - SEPT 2022
• Supported Farmers Insurance clients in Personal Auto and Home Lines, offering policy options and assisting clients through the insurance process.
ASSESSMENT RESULTS
DISC PERSONALITY RESULT
Conscientiousness (C) - Detail-oriented and organized. C-type VAs ensure accuracy, maintain structured systems, and deliver high-quality work.\n\nSteadiness (S) - Dependable and patient. S-type VAs provide consistent support, build strong client relationships, and ensure smooth workflows.
EF ENGLISH TEST RESULT
Speaks clearly with generally good fluency and pronunciation, making communication easy to follow. Uses a solid range of vocabulary and grammar to express ideas, with occasional pauses that affect clarity.
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
Holy Angel University
Bachelor of Science in Psychology
2019 - 2022