Angel A.

Angel A.

BILINGUAL VA | Insurance Virtual Assistant

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Bilingual executive support with CEO and HR assistance, calendar, payroll, and operations.

Angel is an excellent Virtual Assistant for insurance agencies, seeking a multilingual professional who can support client relationships, policy servicing and revenue growth with professionalism and empathy.

EMPLOYMENT SUMMARY

Angel has worked in client-facing roles focused on onboarding, customer support, retention, and sales across multiple industries. His experience includes insurance customer care and policy support for U.S.-based clients, as well as portfolio follow-up, collections negotiation, and account recovery. He has also supported members by resolving complex inquiries and coordinating across internal teams to deliver strong customer experiences.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

Internal Assessment

C1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER
INTERMEDIATE
ADVANCED

EDUCATION

S
Angel is a highly skilled multilingual Virtual Assistant with strong experience in insurance customer service, sales, client retention, and portfolio management across international environments. He has supported U.S.-based clients through his role with Allstate (Qualfon). His background also includes experience as an insurance agent and broker, managing client portfolios, prospecting new business, and developing tailored financial protection plans.

Steadiness (S) - Dependable and patient. S-type VAs provide consistent support, build strong client relationships, and ensure smooth workflows.

Demonstrates strong fluency, excellent comprehension, and confident professional communication in complex business environments.

Personal LinesCommercial BusinessPolicy QuotingEndorsement ProcessingRenewal ManagementUnderwriting SupportBillingCOI ProcessingCross-Selling & UpsellingRetention StrategiesCancellation Management
MS Office
Google Workspace
Zoho
Pipedrive
Microsoft Dynamics
CRM & Customer Management Platforms
Carriers Websites
Noise-canceling headset
Two monitors

Royal Holiday | Vacations Club

New Members Department/Recovery/Collections/Portfolio Conversion/Sales

SEP 15, 2024 – DEC 4, 2025

Strengthened client relationships following the recent sale of their membership. Delivered immediate onboarding for membership usage, consistently promoting and closing sales of associated services (travel destinations, insurance products, and other benefits). Supported clients by addressing a wide range of needs, from general inquiries to complex cases.
Specialized in client retention and cancellation management, implementing strategies to recover accounts and maintain loyalty. Managed client portfolios by ensuring payment follow-up and leading the recovery of delinquent accounts through effective negotiation.
Handled and supported client portfolios in both English and French. Recovered previously cancelled accounts through effective negotiation strategies. Performed portfolio conversions between different companies to expand the client base, particularly through the sale of new products. Conducted direct product sales to prospects.
Developed efficient internal communication across company departments to resolve member needs. Proficient in Microsoft Office (Advanced Level).

Landing | Premium Furnished Apartment Rentals | Start-Up

Member Support Analyst

JUN 10, 2024 – JUL 19, 2024

Member Support Analyst Responsibilities: I was responsible for assisting clients with both general and complex inquiries regarding their Landing leaseholder memberships. My role included supporting immediate reservation changes, resolving emergency and maintenance unit requests, and quoting new stays by analyzing variables such as unit and building characteristics. I also provided guidance on billing issues while fostering strong relationships with clients, ensuring their concerns and emotions were addressed to create an excellent customer experience. Additionally, I developed efficient internal communication across departments to report and resolve member issues, while leveraging advanced iOS software and hardware tools to support daily operations.

Allstate Insurance Company-Qualfon Mexico

Insurance Customer Care Representative | Unlicensed Agent and Roadside Assistance Department

AUG 21 – JUN 4

Unlicensed Agent Key Responsibilities: Assisting general and elaborated inquiries about client's insurance products in each USA state. Explaining and educating how policy holder's insurance or policy works. Supporting and following up customers´ endorsements and billings critical scenarios. Endorsing and quoting policies. Developing relations with customers and taking care their thoughts and emotions. Creating a splendid customer experience | Coaching partner and Floor Support: Assisting and educating internal Allstate agents about insurance product´s processes.
Roadside Assistance Key Responsibilities: Assisting motor vehicles emergency scenes by offering different services as towing, winch, tire change, jump start and fuel delivery support. Quoting and dealing with providers to obtain the best inquired services: Price-Quality-ETA. Explaining and Educating how Roadside services work. Developing relations with customers and taking care their thoughts and emotions in any situation. Creating a splendid customer experience.
Advanced Microsoft software and hardware usage: Office most used package apps.

CILEC or Centro Internacional de Lenguas Extranjeras y Educación Continua (International Center for Foreign Languages and Continuing Education)

English and French Teacher

JAN 22 – DEC 22

Key Responsibilities: Educating English and French Languages divided in three ways of teaching: Grammar, Listening and Speaking. Developing pedagogy strategies for language learning. Creating relations with students and taking care of their thoughts and emotions to ameliorate the quality of education.

MDK Narvarte or Moo Du Kwan Narvarte

Tae Kwon Do Teacher

JAN 15 – OCT 21

Key Responsibilities: Educating children, teenagers and adults about Tae Kwon Do Martial Art divided in three ways of teaching: Philosophy, Martial and Sportive practice. Preparing for belt upgrade and tournaments. Refereeing national and international tournaments. Developing strategies for motor and psychological skills to ameliorate the learning of ethical and moral values. Creating relations with students and taking care of their thoughts and emotions to ameliorate the quality of education.

Galia Chef

Restaurant Customer Care

MAY 18 – AUG 18

Key Responsibilities: Assisting client's inquiries. Facilitating the translate of customer's needs in different languages, commonly in English, French and Portuguese. Developing communication skills to provide a splendid customer experience and increase the business sales. Administrating the business' bills and supplies.

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.

CNSF or Comision Nacional de Seguros y Fianzas

Insurance Agent A1.

UNAM or National Autonomous University of Mexico

Modern Literature and Letters in French Language | French Level C1-C2.

Bachelor's degree in CCH SUR-UNAM or Colegio de Ciencias y Humanidades

DELF-DALF French Diplomas | Foreign Exchange to France-Paris.

CEI or Centro de Capacitación Ejecutiva en Idiomas

Advanced B2 English Diploma.

https://youtu.be/ypO0Y5eW050