RUEL
ENGLISH-SPEAKING VA | INSURANCE VA
Ruel is an experienced Virtual Assistant with nine years across customer service, technical support, B2B sales, and U.S. insurance operations. He brings hands-on expertise creating auto, home, P&C, and commercial auto quotes, comparing multi-carrier premiums, updating policies, processing endorsements, and verifying renewal pricing. Ruel has worked with various states, supporting agents by preparing accurate quotes, generating COIs, and coordinating directly with carriers.
TOOLS
EQUIPMENT
VIDEO
1.2 years of Insurance Experience, AUTO & HOME INSURANCE, COMMERCIAL LINES SUPPORT, P&C SERVICING, CARRIER COMMUNICATION
Ruel brings strong multi-state insurance experience across quoting, servicing, and policy updates, consistently delivering fast and accurate results in high-volume environments. He demonstrates reliability, initiative, and solid problem-solving skills across multiple carriers and agents. Adaptable and clear in communication, he manages backend insurance workflows with minimal supervision.
EMPLOYMENT SUMMARY
Ruel brings 1.2 years of experience in Home, Auto, and Commercial Auto insurance, gained at Platinum Insurance Group LLC, where he handled quoting through PL Rater, accurate policy documentation, and client service calls. He also worked at Once Insurance Agency LLC as Compliance Director, managing licensing and tax compliance across multiple states. Ruel has a strong background in team leadership, operations, and sales coaching, having managed teams of up to 60 staff in previous roles. His key strengths include CRM management, process improvement, data-driven decision-making, and excellent communication skills. He's known for being detail-oriented, accountable, and highly efficient.
EMPLOYMENT HISTORY
ONCE INSURANCE AGENCY LLC
Compliance Director / Outreach Specialist
January 2025 – April 2025
• Managed tax filing compliance across states holding surplus lines and P&C licenses.
• Oversaw 50 Surplus Lines and 70 Property & Casualty licenses.
• Maintained CRM accuracy through precise customer data entry.
• Coordinated documentation compliance for timely policy issuance.
• Processed broker payments related to surplus lines tax filing.
• Executed targeted email outreach to jewelry stores to grow partnership channels.
SIBS (HEALTHCARE PROGRAMS)
Operations Manager
February 2023 – September 2024
• Led a team of 60 staff across Medrecords, Allied Health Group, and Certified Foot & Ankle Specialist programs.
• Improved patient satisfaction scores by 20% through workflow improvements.
• Boosted operational efficiency by 15% via process redesign.
• Achieved 90%–92% appointment-setting conversion rates across programs.
• Conducted weekly coaching and accountability sessions with team managers.
• Delivered regular business reviews to ensure performance transparency.
FULL POTENTIAL SOLUTIONS (OOMA B2B SALES)
Team Manager
February 2023 – September 2024
• Drove a 30% increase in sales conversion across B2B sales teams.
• Improved team performance by 25% with consistent coaching and calibration.
• Ensured adherence to quality and operational standards.
FOODPANDA (IBEX)
Operations Manager
March 2019 – September 2021
• Oversaw vendor, partner, and rider operations for Foodpanda.
• Improved delivery efficiency by 20% through data-driven decision-making.
• Led strategic planning and consistent operational performance reviews.
PLATINUM INSURANCE GROUP LLC (UTAH/TEXAS)
Insurance Virtual Assistant
November 2021 – January 2023
• Achieved 100% accuracy in insurance policy documentation.
• Processed quotes via PL Rater and various carrier websites.
• Handled inbound and outbound client calls for policy updates and servicing.
ASSESSMENT RESULTS
DISC PERSONALITY RESULT
Dominance (D) – Results-oriented and decisive, D-type VAs take initiative, drive outcomes, and thrive in fast-paced environments. They are assertive, goal-focused, and excel at leading and managing complex projects with efficiency and confidence.
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 phrases and answer basic questions about personal details.
Can have very short social exchanges and give information on familiar and routine matters.
Can briefly describe past events and future plans, give reasons for opinions and use the language when traveling.
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.