VICENTE
ENGLISH SPEAKING VA | INSURANCE BACK-END SUPPORT
Vicente is an Insurance Virtual Assistant with 2.4 years of U.S. personal lines insurance experience, specialized in back-end operations and quoting support for Florida-based agencies. He assists licensed agents with quote preparation, and document management across AMS platforms and carrier portals. His experience includes homeowners, auto, flood, umbrella, motorcycle, DP3, and condo insurance, working with multiple U.S. carriers. Detail-oriented and reliable, Vicente provides consistent administrative support that strengthens operational efficiency.
TOOLS
EQUIPMENT
VIDEO
2.4 YEARS OF INSURANCE EXPERIENCE, PERSONAL LINES, INSURANCE QUOTING, FLORIDA MARKET
Vicente is a strong fit for insurance agencies seeking accurate back-end support, reliable quoting assistance, and consistent AMS management within the Florida personal lines market.
EMPLOYMENT SUMMARY
Vincent has 2.4 years of Personal Insurance experience specializing in Homeowners, Auto, Flood, Umbrella, Motorcycle, and Condo insurance, gained through his role as a Virtual Assistant at Coverdesk. He prepared accurate personal lines quotes, communicated with clients via chat and email, and managed policies using AMS360, Applied Epic, and multiple raters such as EZLynx, QuoteRush, and Applied Rater while ensuring underwriting compliance. His professional background also includes customer service, quality assurance, and compliance roles at VXI Global Solutions and Sitel Philippines. Vincent's strengths include clear communication, strong attention to detail, analytical thinking, fraud awareness, and the ability to consistently deliver accurate, reliable support.
EMPLOYMENT HISTORY
COVERDESK
Virtual Assistant
Feb 2023 - June 2025
• Responsible for generating accurate and competitive insurance quotes for personal lines clients including home, auto, Dp3, flood and umbrella.
• Communicated with clients via chat and email to clarify information and deliver quotes.
• Utilized AMS360 and Applied Epic to manage client information, policy processing, and documentation efficiently.
• Prepared accurate insurance quotes using multiple raters, including EZLynx, QuoteRush, and Applied Rater.
• Ensured accuracy and consistency across multiple quoting platforms while maintaining compliance with underwriting guidelines.
VXI GLOBAL SOLUTIONS
Account Associate and Quality Analyst
Nov 2019 - Jan 2023
• Account associates deal with customers' concerns about their international order.
• Check, approve/reject agent escalation and send it to clients.
• Quality analysts provide immediate feedback on how agents handle their calls.
• Monitor on how agents process making sure that all are compliant to avoid fraud.
• Provide weekly coaching and a week meeting with clients, team leaders and co quality analysts.
SITEL PHILIPPINES
Customer Service / Technical Support / Billing Support
May 2017 - Sept 2019
Customer service - Handled customer inquiries through phone providing prompt and courteous assistance on account issues, service updates and general product information. Ensured high levels of customer satisfaction by resolving concerns efficiently and maintaining a positive brand experience.
Technical Support - Provided first-level technical assistance for software and hardware-related concerns, troubleshooting issues remotely and guiding users through solutions. Documented problems, escalated complex cases and ensured timely resolution while maintaining detailed case notes.
Billing Support - Assisted customers with billing inquiries, payment issues and account adjustments. Reviewed transactions, processed refunds and clarified charges while adhering to company policies and maintaining accuracy in financial records.
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
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.