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Adrian

Adrian

BILINGUAL INSURANCE VIRTUAL ASSISTANT | PERSONAL & COMMERCIAL LINES

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PERSONAL & COMMERCIAL INSURANCE, QUOTING & RENEWALS, BILINGUAL CLIENT COMMUNICATION

Adrian supports insurance agency operations by assisting clients with policy servicing, endorsements, renewals, quoting support, customer communication, and claims follow-up. He also has experience training staff, managing operational workflows, supporting cross-selling initiatives, and coordinating customer service processes across multiple insurance branches.

EMPLOYMENT SUMMARY

Adrian brings nearly 2 years of hands-on U.S. insurance agency support through Atlas Insurance Services, where he opened and managed two Mexico branches serving Texas-based carriers with quoting, endorsements, renewals, claims follow-up, and cross-selling. He also offers bilingual appointment setting and outreach experience for U.S. service companies, plus medical interpretation and long-term customer operations experience in high-volume environments.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF English Test

85/B1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER
INTERMEDIATE
ADVANCED

EDUCATION

C+S

Adrian is a bilingual Insurance Virtual Assistant with nearly 2 years of experience supporting U.S.-based insurance agencies specializing in Auto, Homeowners, and Life Insurance. He successfully opened and managed two Atlas Insurance branches in Mexico, overseeing hiring, staff training, onboarding processes, customer service operations, quoting support, endorsements, renewals, claims follow-up, and cross-selling activities. His background includes training employees on policy servicing procedures, handling customer communications, supporting underwriting reviews, and managing day-to-day insurance operations in fast-paced bilingual environments.

Conscientiousness (C) - Detail-oriented and organized; supports accuracy across policy servicing, documentation, and client follow-up. Steadiness (S) - Dependable and patient; maintains consistent communication and reliable support in bilingual insurance operations.

Demonstrates solid English communication skills with the ability to interact professionally in bilingual work environments. Able to handle customer interactions, training, and operational tasks with clarity and confidence.

Personal AutoCommercial AutoHomeowners InsuranceRenters InsuranceDwelling FireLandlord PoliciesCommercial PropertyPersonal InjuryGeneral LiabilityLife InsuranceQuotingRenewalsEndorsementsCoverage ReviewCOIsClaimsClient SupportUnderwriting ReviewPayment Follow-upCarrier QuotingTrainingCross SellingBilingual Client Communication
✓EZLynx
✓Matrix
✓Cello
✓RingCentral
✓ReadyMode
✓Cricket Wireless
✓Google Workspace
✓MS Office
✓Carrier Software
Noise canceling headset
1 monitor

SCOUT GUARDADOS ROOFING COMPANY

Appointment Setter

Nov 2025 to Mar 2026 (Remote, Arkansas, USA)

• High-volume outbound cold calling (up to 500 calls per day) to homeowners and businesses.
• Generated leads and scheduled roofing inspection appointments for contractors.
• Promoted inspections, repairs, renovations, and insurance claim assistance.
• Used a personalized roofing sales script to build interest and overcome objections.
• Qualified prospects and forwarded confirmed appointments to contractors for on-site evaluation.
• Maintained call records and lead information to support the sales pipeline.

PINNACLE SECURITY SERVICES

Appointment Setter

Apr 2025 to Oct 2025 (Remote)

• Outbound calls to hotels, resorts, and apartment complexes for professional security services.
• Reached property managers and decision-makers to schedule security consultations.
• Presented service benefits and qualified potential clients before scheduling meetings for sales representatives.
• Maintained consistent call activity and accurate CRM records.
• Demonstrated strong persuasion and communication skills in B2B outreach.

ROOFING SALES COMPANY

Appointment Setter (Roofing Services)

Approx. 1 year, Monclova, Coahuila (home office)

• Cold-called homeowners and businesses for roofing inspections and repair services.
• Generated interest and scheduled on-site inspections with roofing contractors.
• Identified customer needs, handled objections, and built trust during phone interactions.
• Maintained CRM records, tracked appointments, and followed up with interested prospects.
• Supported the sales team in achieving monthly lead generation goals.

TAFER RESORTS

Sales Representative (Airport Marketing)

Cancun, Mexico

• Approached international travelers at Cancun International Airport.
• Generated leads and scheduled resort presentations for vacation ownership sales teams.
• Built rapport quickly with tourists from different countries.

AMN HEALTHCARE

Virtual Medical Interpreter

Oct 2023 to Aug 2024, Monclova, Coahuila

• Provided accurate medical interpretation between English-speaking healthcare providers and Spanish-speaking patients.

KELLY SERVICES / LANGUAGELINE SOLUTIONS

Medical Interpreter

Jan 2023 to Jun 2023, Monclova, Coahuila (home office)

• Interpreted medical and emergency calls including ER visits, 911 calls, and doctor consultations.

WELCOME WAGON

Appointment Setter

Aug 2022 to Dec 2022, Monclova, Coahuila

• Contacted business owners to offer marketing and advertising services.
• Scheduled meetings between potential clients and company sales representatives.

ATLAS INSURANCE SERVICES

Project Manager

Aug 2021 to Aug 2022, Reynosa, Tamaulipas

• Led the project to establish and launch customer service and sales offices in Mexico for a Dallas-based insurance company.
• Opened and managed two Atlas Insurance branches supporting U.S. agency operations.
• Recruited, trained, and onboarded staff for customer service, quoting, endorsements, renewals, and claims follow-up.
• Supported policy servicing, underwriting reviews, cross-selling, and bilingual client communication.
• Implemented operational systems for day-to-day insurance workflows across Auto, Homeowners, and Life lines.

SUMMER SCAPE

Sales Agent / Sales Closer Supervisor

2021, Merida, Yucatan

• Sold resort vacation packages and later supervised and closed sales for English- and Spanish-speaking customers.

AHMSA

Translator / Interpreter

2014 to 2018, Monclova, Coahuila

• Translated engineering documentation and interpreted technical training sessions for engineers and foreign specialists.

TELEPERFORMANCE

Western Union Support Agent

2014 to 2015, Monterrey, Nuevo Leon

• Provided customer service and internal support for Western Union agents across the United States.

A1

Can understand and use familiar everyday expressions and basic questions about personal details.

A2

Can have very short social exchanges and give information on familiar and routine matters when traveling.

B1

Can briefly describe past events and future plans, give reasons for opinions and explain advantages and disadvantages.

B2

Can communicate confidently in a variety of academic and professional environments.

C1

Can use the language flexibly and effectively for social, academic and professional purposes.

C2

Can interact with ease and can differentiate their shades of meaning.

Normal School of Higher Studies, Saltillo, Mexico

English Language Specialization

Conalep Frontera

High School

Monclova, Coahuila

U.S. schooling (Dallas, Texas)

Middle school: Fred F. Florence; Elementary: Edison Titche Academy

https://youtu.be/k5OatPLSORw