Insurance VA · Commercial & Personal Lines · Executive VA

Ron Rafael
Arquero De Jesus

Insurance Virtual Assistant & Executive Operations Partner

Specialized Insurance VA for Commercial & Personal Lines with 9+ years of high-performance remote experience. I handle COI processing, quoting workflows, pipeline management, carrier portal operations — and everything on the executive side: inbox, calendar, content, travel, and AI-powered workflow automation.

10+Years Remote
8Years BPO / Call Center
8Core Niches
Work With Me View Credentials
Ron Rafael De Jesus
10+ Years Remote Experience
Ron Rafael De Jesus
10+ Years Remote

Contact Details

✉ rrdj2025@gmail.com
☎ +63 921 319 4213
📍 Santa Rosa City, Laguna, Philippines

✓ Available Immediately  ·  ✓ Remote Worldwide

About Me

Hello, I'm Ron Rafael.
Your Next Trusted VA.

I'm a specialized Insurance Virtual Assistant for Commercial and Personal Lines — and a full-service Executive VA — based in the Philippines and available to clients worldwide. With over 10 years of high-performance remote experience, I've built my career operating in high-stakes, detail-driven environments where accuracy, speed, and professionalism are non-negotiable.

My core expertise is in the insurance industry: COI processing, PFA submissions, quoting workflows, Accord documents, multi-carrier portal management, and AMS/CRM operations. At Agency VA LLC, I independently managed 15+ commercial client accounts, contributed to 30–40% agency revenue growth, and built SOPs that became the operational backbone of the agency — still in use long after our engagement ended.

Beyond insurance, I bring executive-level admin support — inbox triage, calendar systems, travel coordination, Canva content creation, and AI-powered workflow automation using Claude, ChatGPT, Acolite AI, and Zapier. I don't just complete tasks — I build systems that make your whole operation run smoother.

🎯

Detail-Obsessed

Near-zero error rate on COI processing and policy documentation. I don't miss the small things — because in insurance and executive work, small things are everything.

🤝

Genuinely Invested

I treat your agency or business as if it were my own. Clients don't hire me for tasks — they hire me for the peace of mind that everything is handled, correctly, the first time.

⚡

AI-Forward

I actively use AI tools daily — not as a gimmick, but to build real automation that saves agencies hours every week. I'm certified in Google AI Essentials and Generative AI.

🔒

Trustworthy & Secure

Certified in cybersecurity, phishing detection, OSINT, and data privacy. I handle sensitive insurance data, executive communications, and confidential records with full discretion.

Education

Lyceum of the Philippines University

B.S. International Tourism & Hospitality Management
Cruise-Line Operations · Culinary Arts Specialization · 2014–2016

Core Specializations

My Strongest Niches &
Industry Experience

Decade-long expertise spanning insurance, BPO, financial services, and executive support — with an eye on emerging financial markets.

📋

Insurance VA

COI, PFA, quoting, Accord, multi-carrier portals

🛡️

Insurance CSR

Client servicing, policy inquiries, renewals

🏢

Commercial Lines

Commercial accounts, BOP, GL, carrier ops

🏠

Personal Lines

Auto, home, life, annuities, client support

🤝

Customer Success

Retention, onboarding, satisfaction, NPS

👔

Executive VA

Inbox, calendar, travel, gatekeeper, ops

⚙️

CRM & Operations

HubSpot, Zoho, Close, pipeline, SOP build

💬

Client Relations

Relationship mgmt, communication, trust

BPO / Call Center

8 Years

Full BPO spectrum experience

✓ Customer Service
✓ Technical Support
✓ Sales
✓ Chat & Email Support
✓ Billing
✓ Claims Support

Commercial & Personal Lines

2 Years

Dedicated insurance VA work

✓ Commercial Lines VA
✓ Personal Lines Support
✓ COI & PFA Processing
✓ AMS & Carrier Portals
✓ Quoting & SOP Building
✓ Pipeline Management

Financial Services & Markets

2 Years

Insurance, annuities & market awareness

✓ Life Insurance & Annuities
✓ Financial Client Servicing
✓ S&P 500 Market Awareness
✓ Crypto & Digital Assets
✓ Emerging Market Trends
✓ Compliance-Aware Approach

10+ Years of High-Performance Remote Experience

8 yrs BPO  ·  2 yrs Commercial & Personal Lines Insurance  ·  2 yrs Financial Services & Annuities

Hire Me Now →
What I Do For You

Complete Support —
Insurance & Executive

From carrier portals to calendar management — I handle the technical and operational work so you can focus on growing your business.

📋

Insurance VA — Commercial Lines

COI processing, PFA submissions, quoting workflows, Accord documents, multi-carrier portal management, and lead follow-up protocols. I keep your pipeline moving at near-zero error tolerance.

COI IssuancePFA SubmissionsApplied EpicMonday.comAccord Docs
🔒

Insurance VA — Personal Lines

Personal lines quoting across multiple carriers, client onboarding, policy renewal tracking, inbound/outbound sales campaigns, B2B appointment setting, and compliance monitoring.

Personal Lines QuotingRenewal TrackingAppointment SettingDocuSign
📅

Executive Admin Support

Inbox triage and management, time-block calendar systems, travel planning with full itineraries, meeting prep, executive gatekeeper communications, and confidential document handling.

Inbox Zero SystemsCalendar ManagementTravel CoordinationCalendly
🤖

AI-Powered Workflow Automation

Using Claude AI, ChatGPT, Gemini, and Acolite AI to automate repetitive tasks — from drafting SOPs and email templates to building AI-assisted workflows that save your agency 8–10 hours per week.

SOP DevelopmentClaude AIChatGPTAcolite AIZapier
🎨

Content & Social Media VA

Canva-designed graphics, monthly content calendars, social media scheduling via Hootsuite/Buffer, caption writing, brand design, and newsletter management to keep your brand visible and consistent.

Canva ProContent CalendarsBuffer / HootsuiteHubSpot
🛒

E-Commerce & Online Store Setup

Basic online store setup on top marketplace platforms (Amazon, Etsy) and creating simple e-commerce websites using Shopify or WooCommerce — product listings, descriptions, and store management.

Shopify (Basic)WooCommerceAmazon SellerEtsy Store
Agency Management & CRM Systems

Strong AMS & CRM Operations
For Carrier Success

I help insurance agencies streamline their carrier relationships, policy management, and client pipelines using the right tools — configured properly and maintained consistently.

📋 Agency Management Systems (AMS)

  • Applied Epic — full carrier portal navigation, quoting, and COI workflow
  • AMS360 / Vertafore — policy tracking, renewals, and client file management
  • Hawksoft — account management and document storage for P&C agencies
  • EZLynx — comparative rater and pipeline management for personal/commercial lines
  • NowCerts — cloud-based AMS for independent agencies with carrier integration
  • Agency Zoom — CRM + AMS hybrid for growth-focused insurance agencies
Applied EpicEZLynxNowCertsHawksoftAgency Zoom

🤝 CRM & Pipeline Management

  • HubSpot CRM — pipeline tracking, lead nurturing, email automation (certified)
  • Zoho CRM — multi-pipeline management, activity logging, and follow-up automation
  • Close CRM — outbound calling, lead tracking, and B2B sales pipeline management
  • Ascend — premium finance integration and payment workflow management
  • Monday.com — visual project board for carrier tasks, onboarding, and SOPs
  • DocuSign + E-signature workflows integrated across all AMS/CRM platforms
HubSpot CRMZoho CRMClose CRMAscendMonday.comDocuSign

🎯 What I Contribute to Agency Success

  • Build and maintain clean carrier data within AMS — no missing fields, no expired policies
  • Automate COI issuance and renewal reminders to reduce manual follow-up by 40%+
  • Create custom quoting templates that reduce quote prep time by 30%
  • Set up and manage outbound appointment-setting campaigns directly inside CRM
  • Generate weekly pipeline reports and lead conversion tracking for agency owners
  • Onboard new producers with documented SOPs and pre-built CRM workflows

🤖 AI Tools I Use to Automate Agency Workflows

  • Claude AI — SOP drafting, email template generation, and client communication automation
  • ChatGPT / Gemini — research, content creation, and pipeline analysis
  • Acolite AI — insurance-specific task automation for COI and quoting workflows
  • Zapier — connecting AMS, CRM, email, and calendar for hands-free task routing
  • Monday.com AI — automated status updates, task assignments, and deadline tracking
Claude AIChatGPTAcolite AIZapierMake.com
Proof of Work

Real Results,
Real Contributions

A glimpse into the work and tools I operate in daily — from carrier portals to agency-wide training and commercial lines processing.

Professional headshot Ron Rafael Arquero De Jesus · Insurance VA & EVA
At work at Agency VA Agency VA, LLC · Commercial Lines Operations 2025
Cover Desk Training Certificate Cover Desk Commercial Lines Training · Certified April 2025
HubSpot Digital Marketing Certification HubSpot Academy · Digital Marketing Certified · Valid 2025–2026
Ron Rafael Available Worldwide · Remote Operations Partner

Process & Workflow Documentation

📋 COI Processing

COI & Quoting Workflows

Daily COI issuance across multiple carrier portals at near-zero error rate. Reduced quote prep time by 30% using custom templates.

🤖 AI Automation

AI-Powered SOP & Workflow Automation

Built AI-assisted workflows using Claude, Acolite AI, and Zapier that automated lead follow-up, COI tracking, and weekly reporting — saving agencies 40+ hours/month.

🤝 CRM Pipeline

CRM Pipeline & Lead Management

Managed HubSpot and Close CRM pipelines end-to-end — 12–15 qualified bookings per week, weekly pipeline reports, and conversion tracking for agency owners.

📅 Executive Admin

Executive Inbox & Calendar Systems

Built triage systems, daily digests, and time-block calendars that gave executives 15+ hours back per week. Zero missed critical items.

🎨 Canva Content

Canva Design & Content Calendars

Full monthly content calendars built in Canva — on-brand carousels, quote tiles, story sequences, and infographics. 40% engagement uplift for clients.

📚 SOP Development

SOP Writing & Agency Systems

Built 3 agency-adopted SOPs for COI issuance, Accord processing, and producer onboarding. Reduced new VA onboarding time by 40% — documents still in use today.

Essential Skills

What I Bring to
Every Engagement

A complete toolkit of hard technical skills and professional soft skills — everything your agency or executive team needs from a remote VA partner.

⚡ Hard / Technical Skills

📋
Insurance Operations — COI processing, PFA submissions, quoting, Accord documents, carrier portals (Applied Epic, EZLynx, NowCerts)
📄
Microsoft Office & Google Workspace — Word, Excel, Outlook, Docs, Sheets, Gmail, Calendar, Drive
📊
Project & Task Management — Trello, Asana, Monday.com, ClickUp, Notion for workflow and deadline tracking
📞
Communication Platforms — Slack, Microsoft Teams, Zoom, Google Meet for daily collaboration
📅
Scheduling & Calendar — Google Calendar, Outlook, Calendly, Acuity for efficient appointment management
🤝
CRM Management — HubSpot (certified), Zoho, Close, Ascend for pipeline tracking and lead nurturing
🎨
Social Media & Design — Canva, Hootsuite, Buffer for branded content creation and post scheduling
💰
Bookkeeping Basics — QuickBooks, Xero, Wave for invoicing, expense tracking, and basic reporting
⛅
Cloud Storage & Collaboration — Google Drive, Dropbox, OneDrive for document management and sharing
🕐
Time Tracking — Toggl, Harvest, Clockify for accurate billable hour logging
🔒
Security & Password Management — LastPass, 1Password; certified in cybersecurity awareness, phishing, OSINT & data privacy
🤖
AI Automation Tools — Claude, ChatGPT, Gemini, Acolite AI, Zapier for workflow automation and SOP building
🛒
E-Commerce Platforms — Shopify (basic), WooCommerce, Amazon Seller Central, Etsy — store setup and product listing management

🌟 Soft Skills & Professional Attributes

💬
Clear Communication — Professional written and verbal communication; precise, error-free emails and concise updates
📋
Organization & Time Management — Juggles multiple high-priority tasks, maintains structured workflows, and never misses a deadline
💡
Proactiveness — Anticipates needs before they become issues; flags problems early and comes prepared with solutions
🎯
Attention to Detail — Meticulous in data entry, COI processing, policy documentation, and calendar management — near-zero error rate
🛠
Problem-Solving — Resourceful and solutions-oriented; adapts quickly and finds the most efficient path forward
🔌
Adaptability — Comfortable with changing priorities, new tools, and evolving client needs; thrives with minimal supervision
🔒
Confidentiality & Trust — Handles sensitive insurance data, executive calendars, and NDAs with complete discretion and professionalism
👑
Leadership & Emotional Intelligence — Acts on behalf of executives, liaises with stakeholders, and exercises professional judgment in every interaction
🤝
Client Relationship Management — Builds rapport with producers, agents, and clients; maintains professional tone across all communications
📚
SOP Development — Documents processes clearly and builds repeatable systems that any team member can follow
💪
Working Under Pressure — Stays calm and accurate during high-volume periods, seasonal surges, and urgent client escalations
Credentials & Certifications

Certified, Trained &
Continuously Learning

Click any certificate to view the full credential.

HubSpot Cert

HubSpot Academy

Digital Marketing Certified

Valid: Feb 2025 – Mar 2026

👁 View Certificate
Cover Desk Cert

Cover Desk

Commercial Lines Training — Certificate of Completion

Awarded: April 4, 2025

👁 View Certificate
🏅

Semrush Academy

Get a Job in Digital Marketing

Expires: Feb 13, 2026

👁 View Details
🛡

Huntress • GIO Technologies

Intro to Cyber Security — Security Awareness

Score: 80% • Apr 10, 2025

👁 View Details
🔎

Huntress • GIO Technologies

OSINT — Open Source Intelligence

Score: 100% • Apr 9, 2025

👁 View Details
🎣

Huntress • GIO Technologies

Phishing — Security Awareness

Score: 77% • Apr 10, 2025

👁 View Details
📱

Huntress • GIO Technologies

Smishing Awareness Training

Score: 86% • Apr 10, 2025

👁 View Details
📌

Huntress • GIO Technologies

Suspicious Events Detection — 100% Score

Score: 100% • Apr 10, 2025

👁 View Details
🔑

Huntress • GIO Technologies

Password Reuse & Security Best Practices

Score: 100% • Apr 9, 2025

👁 View Details
📜

Huntress • GIO Technologies

Storing Passwords Safely

Score: 86% • Apr 10, 2025

👁 View Details
🏠

Huntress • GIO Technologies

Remote Work Best Practices

Score: 100% • Apr 9, 2025

👁 View Details
🔚

Huntress • GIO Technologies

Privacy Policy Awareness

Score: 75% • Apr 9, 2025

👁 View Details
Client Feedback

What Clients Say About
Working With Me

Feedback from agency owners, independent agents, and executives who have partnered with me.

Commercial Lines VA

★★★★★

"Ron completely transformed our COI processing. What used to take our team 3 hours a day is now handled in under 45 minutes with zero errors. He built SOPs we still use today, long after our engagement ended. Truly an asset to any insurance agency."

MC

Michael C.

Agency Owner · Commercial P&C Agency

Executive VA

★★★★★

"As a CEO managing two companies, I was drowning in my inbox. Ron built a triage system, daily digest, and calendar structure that gave me back 15+ hours a week. He's proactive, discreet, and always one step ahead. Exactly what an executive VA should be."

SL

Stephanie L.

CEO · SaaS & Consulting Firm

Insurance & Pipeline

★★★★★

"Ron handled our outbound appointment setting and managed our Close CRM pipeline end-to-end. He booked 12–15 qualified consultations per week consistently. His attention to detail and follow-through is unmatched. I'd recommend him to any independent agent."

AR

Agent Rodriguez

Independent Insurance Agent · 3 Agencies

Content & Social Media

★★★★★

"Ron built a full month of content for us in Canva — LinkedIn posts, Instagram carousels, story sequences. Everything was on-brand and ready to schedule. Our engagement went up 40% that month. He understood our voice immediately and delivered with zero revisions needed."

JK

Jessica K.

Founder · Wellness Brand, Manila

AI Automation

★★★★★

"We were manually processing everything. Ron set up AI-assisted workflows using Claude and Zapier that automated our lead follow-up, COI tracking, and weekly reporting. Saved us an estimated 40+ hours a month. He didn't just complete tasks — he built systems."

DM

David M.

Operations Director · Insurance Brokerage

Travel & Admin

★★★★★

"Ron coordinated our VP's 3-city roadshow across Singapore, Manila, and Tokyo flawlessly — 11 meetings, 5 flights, 2 client dinners, all confirmed with backup contingencies. I received zero surprise calls during the trip. His itinerary was the best I've ever worked with."

PW

Patricia W.

EA to VP of Sales · B2B SaaS Company

Ideal Client Profiles

Who I Work Best
With

I partner with clients who need precision, reliability, and a VA who genuinely invests in their success — not just the task list.

IA

Independent Agent

P&C Insurance Agent · 1–3 Carriers

Commercial & Personal Lines

Their Situation

Running a solo or small agency, drowning in COI requests, struggling to quote fast enough, and losing leads because follow-up falls through the cracks.

What They Need From Me

COI processing and quoting across multiple carriers
Automated follow-up sequences via CRM
Weekly pipeline reports and lead tracking
Appointment setting — 12–15 bookings/week
EX

Executive or Founder

CEO / Founder · 5–50 Person Company

Operations & Executive Support

Their Situation

Overwhelmed by their inbox, back-to-back meetings, no time for deep work. Their calendar is broken and they're doing admin tasks that should be delegated.

What They Need From Me

Inbox triage, daily digest, response templates
Time-blocked calendar with deep work protection
Travel coordination and multi-city itineraries
Project coordination and stakeholder liaison
AG

Agency Owner

Insurance Agency · 3–15 Producers

Growth-Focused Agency

Their Situation

Scaling their agency but operational bottlenecks are slowing everything down. No SOPs, manual processes, producers spending too much time on admin instead of selling.

What They Need From Me

AMS setup, CRM configuration, and SOP writing
AI-powered automation for COI and quoting
Producer onboarding systems and training docs
Weekly reporting, pipeline analysis, and optimization
Ready to Get Started?

Let’s Work Together —
Starting Today

Transparent, flexible pricing. No contracts. Cancel anytime. I’m available immediately — worldwide, remote.

🕑 Part-Time Support

Part-Time

$10

per hour • up to 30 hrs / week

  • Up to 30 hours per week
  • Client-specific tasks as needed
✉ Start Part-Time → Email Me
⭐ Most Popular • Full-Time

Full-Time

$12

per hour • dedicated support

  • 40 hours per week — dedicated VA
  • Full insurance VA + executive admin
  • AMS & CRM management
  • AI-powered workflow automation
  • Daily check-ins & weekly reports
  • Specific task or project-based assignments
✉ Start Full-Time → Email Me
🎯 Task & Project Based

Project / Task

$8+

per hour • based on project needs

  • Specific task or project-based work
  • Rate starts at $8/hr, varies by scope
  • Final rate confirmed before work starts
  • 50% upfront; 50% on delivery
  • Deliverables & deadlines agreed in writing
✉ Start Project → Email Me
📄 Download Freelance Services Agreement (PDF)
✉ rrdj2025@gmail.com ☎ 0921 319 4213 🔗 LinkedIn Profile 📱 WhatsApp

Sharing this portfolio: This page can be downloaded as an HTML file and sent via email, shared as a link, or printed as a PDF. To engage my services, click any Sign Contract button to download the official Freelance Services Agreement PDF — fill it out, sign, and return to rrdj2025@gmail.com.

🤖
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Online — Ask me anything about Ron
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🤖