Dan Louis Rosales
@danlouisrosales
I manage insurance lifecycles and operational workflows for international property-focused businesses.
PhilippinesWhat I'm looking for
I've supported Fortress Brokers' commercial property insurance accounts since 2020, managing policy lifecycles from quoting and ACORD submissions through binding, issuance, renewals, endorsements, and compliance.
I administer large real estate investor accounts spanning thousands of properties, coordinating SOVs, RCEs, billing, premium finance agreements, carrier relationships, and mortgagee requirements. I've also onboarded and trained incoming virtual assistants.
At RestorePro New Zealand, I direct construction, flood restoration, and renovation workflows in ServiceM8 while managing quotes, invoices, reporting, and coordination across property managers, contractors, clients, and internal teams.
Experience
Work history, roles, and key accomplishments
Administrative Operations Virtual Assistant
RestorePro New Zealand
Dec 2025 - Present (10 months)
Direct operational workflows and job records using ServiceM8 for construction, flood restoration, and renovation projects. Manage financial documentation and coordinate multi-channel communications.
Counselor in Bishopric
The Church of Jesus Christ of Latter-day Saints
Jan 2025 - Present (1 year 9 months)
Assists senior leadership in strategic planning, organizational execution, community support, and decision-making.
Social Media & Business Support
Independent Business Ownership
Oversee core business workflows, client relationship management, process automation, and digital branding initiatives.
Commercial Property Insurance Virtual Assistant
Fortress Brokers
Jan 2020 - Jan 2026 (6 years)
Mastered the complete policy lifecycle from quoting, submissions, and ACORD forms to binding, issuance, and renewal. Administered large-scale real estate investor accounts and handled endorsements, cancellations, and compliance.
Executive Secretary
The Church of Jesus Christ of Latter-day Saints
Jan 2020 - Jan 2025 (5 years)
Managed complex executive schedules, confidential correspondence, leadership communications, and meeting architectures.
Personal Lines Insurance Assistant
WeCare Insurance / AgencyVA
Jan 2018 - Jan 2020 (2 years)
Quoted and serviced home, auto, and pet insurance policies while supporting rapid company scaling. Managed end-to-end customer account servicing, billing resolutions, and policy modifications.
Ward Clerk
The Church of Jesus Christ of Latter-day Saints
Jan 2018 - Jan 2020 (2 years)
Maintained confidential records, data integrity systems, and financial tracking for organizational budgets.
Full-Time Missionary Leadership
The Church of Jesus Christ of Latter-day Saints
Jan 2016 - Jan 2018 (2 years)
Served progressively as Assistant to Mission President, Zone Leader, District Leader, and Trainer. Managed multi-team logistics, conducted performance coaching, and administered regional financial documentation.
Ward Mission Leader
The Church of Jesus Christ of Latter-day Saints
Jan 2016 - Dec 2016 (11 months)
Directed outreach collaboration between full-time personnel and local volunteers to optimize team synergy.
Education
Degrees, certifications, and relevant coursework
Dan Louis hasn't added their education
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Tech stack
Software and tools used professionally
Availability
Location
PhilippinesAuthorized to work in
Salary expectations
Job categories
Skills
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