Cesar

Cesar

BILINGUAL VA | INSURANCE VIRTUAL ASSISTANT

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Personal & commercial lines, quoting, policy servicing, endorsements, certificates of insurance (COIs), customer service

Bilingual Insurance Virtual Assistant specializing in Personal and Commercial Lines Property & Casualty insurance.

EMPLOYMENT SUMMARY

Cesar has experience supporting Property & Casualty insurance operations in the U.S. market through customer service, insurance sales, policy servicing, and branch management. His background includes handling quoting, renewals, endorsements, COIs, billing support, claims assistance, customer communication, and leadership responsibilities while managing insurance operations and teams.

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

I
Cesar is a bilingual Insurance Virtual Assistant with approximately 2 years of experience supporting Property & Casualty insurance operations across both Personal Lines and Commercial Lines. He has experience handling quoting, policy sales, renewals, endorsements, billing support, payments, claims assistance, policy servicing, Certificates of Insurance (COIs), and customer communication. His background includes working directly with the U.S. insurance market, managing the full policy lifecycle, and supporting both personal and commercial insurance clients.
Influence (I) - Charismatic and engaging. I-type VAs excel in client communication, networking, and keeping teams motivated.
Demonstrates solid professional English communication skills with good comprehension and the ability to handle conversations effectively in work environments. Capable of supporting client interactions, understanding instructions, and communicating clearly in day-to-day operations.
Personal Lines InsurancePersonal Auto InsuranceHomeowners InsuranceRenters InsurancePersonal LiabilityCommercial LinesCommercial PropertyCommercial CasualtyCommercial AutoPolicy ServicingPolicy SalesQuotingRenewalsEndorsementsCertificates of Insurance (COIs)Claims SupportPaymentsBilling SupportCoverage ExplanationCustomer Service
TurboRater
QPRO
Salesforce
Zoom
Insurance Carrier Websites
Microsoft Office (Excel & Word)
Google Calendar
Noise-Cancelling Headset
Two-Monitor Setup

Magnum Insurance Agency - Chicago, Illinois USA

Branch Manager

October 2024 - March 2026

Oversaw the daily operations of an insurance branch by supervising staff, monitoring sales performance, developing sales strategies, managing budgets and resources, preparing operational and financial reports, resolving customer and operational issues, and maintaining relationships with corporate and high-value clients. Led recruitment, training, scheduling, and team development while ensuring service quality and branch profitability.

Magnum Insurance Agency - Chicago, Illinois USA

Insurance Agent

June 2024 - March 2026

Assisted clients in selecting appropriate insurance coverage by preparing quotes, explaining policy benefits and coverage options, completing policy sales, providing post-sale support, processing policy updates and renewals, managing financial transactions, and maintaining long-term client relationships through customer service and retention efforts.

Magnum Insurance Agency - Chicago, Illinois USA

Customer Service

August 2023 - May 2024

Provided customer support by responding to inquiries, explaining insurance coverage and policy terms, updating customer records, issuing insurance documents and Certificates of Insurance (COIs), and processing policy changes, cancellations, and reinstatements.

Grupo Molinero Contreras Astorayme (GMCA) - Lambayeque, Peru

Practitioner

January 2021 - March 2021

Supported rice milling and production operations by assisting with production supervision, preparing warehouse and quality reports, monitoring inventory, verifying compliance with quality and safety standards, coordinating activities between departments, and assisting with documentation and operational procedures.

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.

State of Illinois, Chicago IL

Insurance Agent License

2024

https://youtu.be/jU7HRFW500I