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Antonio R.

BILINGUAL INSURANCE VIRTUAL ASSISTANT | COMMERCIAL AUTO

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Commercial auto renewals, quoting, COI and policy support.

Bilingual commercial auto insurance support: renewals, quoting, COIs, and policy servicing

EMPLOYMENT SUMMARY

Antonio R. has experience supporting insurance renewals and account servicing, including client communication, follow-ups, and documentation. He has handled quoting and policy support across multiple carriers, and has also worked in customer service and technical support roles. He has additional experience in interpretation and teaching, supporting English-Spanish communication and learning needs.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF ENGLISH TEST RESULT

90 C1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Antonio R. is a bilingual Insurance Virtual Assistant with 2.6 years of experience supporting U.S.-based commercial auto insurance, primarily for truckers. He worked on a renewals team managing customer communication, follow-ups, and account servicing, while also supporting prospecting and new business outreach. He has experience quoting commercial auto coverages such as auto liability and cargo across multiple carriers using carrier websites to generate quotes and verify policy details. He also supports documentation processes, including applications, Certificates of Insurance (COIs), and policy updates depending on the carrier.

Steadiness (S) - Dependable and patient. S-type VAs provide consistent support, build strong client relationships, and ensure smooth workflows. Dominance (D) - Direct, decisive, and results-oriented. D-type VAs take initiative, solve problems efficiently, and thrive in fast-paced environments.

Strong fluency for professional communication, including complex discussions, writing, and daily business interactions.

Commercial autoPolicy renewalsInsurance quotingCustomer serviceLead prospectingReferral generationCOI preparationApplication processingPolicy changesPayment assistanceCarrier communicationExcel reporting

✓Zendesk

✓Salesforce

✓HubSpot

✓Progressive (Carrier Quoting System)

✓Microsoft Office

✓Microsoft Excel

✓Google Workspace

✓Microsoft Teams

✓Slack

Noise-Cancelling Headset

Two-Monitor Setup

Zahoree

Customer service representative

May 2024 - Present

Provided customer service and technical support, mainly via chats and emails, but also through calls.

Prime Time Solutions

Commercial insurance account coordinator

September 2021 - March 2024

Worked as a Renewals Agent, handling client communication, account analysis, and completing necessary documentation to find the best insurance options for each client.

DataMark

Medical interpreter

January 2021 - August 2021

Conducted medical interpretation between doctors and patients where the patient spoke only Spanish and the doctor only spoke English.

Inglés Individual

English teacher

January 2020 - January 2021

Taught English to students of all ages and proficiency levels.

Teleperformance

Call center agent

July 2019 - January 2020

Provided customer service and technical support.

ZF TRW

Human Resources

January 2019 - July 2019

Completed an internship in the Human Resources department.

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

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

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

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.