Gerardo

Gerardo

BILINGUAL VA | INSURANCE VIRTUAL ASSISTANT

TOOLS

EQUIPMENT

VIDEO

CLICK HERE

Auto Policy Servicing, Personal & Commercial Lines, Insurance Quoting Support, Bilingual Client Communication

Bilingual insurance virtual assistant specializing in personal and commercial lines support

EMPLOYMENT SUMMARY

Gerardo has extensive experience providing bilingual customer service and insurance support for U.S.-based clients in fast-paced call center and remote environments. His background includes handling policy servicing, claims intake, billing support, roadside assistance coordination, quoting support, and customer communication for personal and commercial insurance accounts. He has also worked in leadership roles coaching team members and maintaining service quality standards while using CRM systems and insurance platforms. Additionally, he has experience supporting medical billing and insurance claims processes while maintaining HIPAA compliance.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

85/B2

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER
INTERMEDIATE
ADVANCED

EDUCATION

S+C
Gerardo is a Bilingual Insurance Virtual Assistant with 5+ years of experience supporting personal and commercial auto insurance operations for U.S.-based clients. He has hands-on experience handling policy servicing, endorsements, renewals, reinstatements, billing, claims intake, and insurance quotes while providing responsive customer support through inbound and outbound communication channels.
Steadiness (S) - Calm, patient, and service-oriented. S-type VAs provide consistent support, build strong client relationships, and ensure smooth workflows. Conscientiousness (C) - Detail-focused and precise. C-type VAs ensure accuracy, maintain structured systems, and deliver high-quality work.
Demonstrates strong communication skills with the ability to interact confidently in professional and client-facing environments.
Personal LinesAuto InsuranceHome InsuranceRenters InsuranceRV InsuranceCommercial LinesCommercial TransportationProfessional LiabilityMedical MalpracticeQuotingEndorsementsPaymentsBilling SupportClaims IntakeReimbursementReinstatementsClient SupportCustomer RetentionCall ManagementBack-office Support
Zendesk
Internal Quoting Systems
Salesforce
Zoho
Bitrix
AWS
Talkdesk
Avaya
Dialup
Genesys
Microsoft Office
Noise-Cancelling Headset
Two-Monitor Setup

BPO Solutions Group, Tijuana | TheraNest USA - Remote

Customer Service Representative (Tier 2)

2023 - 2026

• Provided phone, email, and chat support for U.S. clients using Zendesk, Salesforce and Amazon WorkSpaces.
• Promoted from Entry Level Agent to Tier 2 based on performance and quality results.
• Consistently exceeded productivity and quality targets; recognized as top chat-performing agent.
• Specialized in billing and insurance claim submissions for medical providers (HIPAA-compliant).
• Managed 100+ inbound calls during a system outage, maintaining service continuity.

GGA Solutions, Tijuana | Suncoast Insurance - Remote

Team Lead

2020 - 2023

• Provided phone-based customer service for U.S. clients supporting auto insurance policies.
• Handled claims intake, payments, policy updates, and account changes.
• Acted as English/Spanish interpreter between insurance adjusters and involved parties.
• Performed Roadside Assistance dispatching during emergency situations.
• Promoted from Tier 1 to Tier 2, then Team Lead based on performance and leadership.
• Coached and trained new team members; assisted with call quality and performance metrics.
• Recognized for empathetic communication in high-stress situations (accidents and claims).

Integon, Tijuana | Freeway Insurance - On Site

Customer Service Representative

2018 - 2019

• Provided phone-based customer service for U.S. clients supporting auto insurance policies.
• Assisted with billing, policy endorsements, quotes, reinstatements, and cancellations.
• Supported claims-related inquiries ensuring accurate information and documentation.
• Delivered efficient service while meeting call handling and quality standards.

Motiva Contact Center, Tijuana | Yokohama Tires - On Site

Customer Service Specialist

2015 - 2018

• Provided phone and email customer support for U.S. customers.
• Delivered high-quality customer care aligned with strict service and brand standards.
• Processed warranty claims and assisted with tire-related inquiries.
• Coordinated tire inspections, maintenance scheduling, and follow-ups.
• Provided tire size and model recommendations based on customer needs.
• Assisted with Roadside Assistance requests when required.
• Worked under U.S.-based management ensuring compliance with quality expectations.

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.