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Joaquin

BILINGUAL INSURANCE VIRTUAL ASSISTANT | PERSONAL & COMMERCIAL LINES

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Commercial insurance, personal insurance, quotes, renewals, endorsements

Bilingual Insurance Virtual Assistant specializing in personal and commercial lines.

EMPLOYMENT SUMMARY

Joaquin has experience in customer service, sales, call center operations, and insurance servicing. His background includes supporting customers through policy servicing, payments, endorsements, renewals, billing support, and insurance sales while working with carrier websites and CRM systems. He has also handled technical support, customer inquiries, reporting, and bilingual customer service.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF ENGLISH TEST RESULT

85/B1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Joaquin is a bilingual Insurance Virtual Assistant with 2.5 years of experience supporting Property & Casualty insurance operations for an Arizona-based insurance brokerage. He has experience servicing auto, commercial, and home insurance policies, handling policy payments, renewals, endorsements, quoting, policy sales, billing inquiries, coverage explanations, and customer support. His background also includes working with multiple carrier websites, coordinating with carrier representatives, assisting with claims-related inquiries, and supporting policy servicing operations.

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 functional English communication skills in professional and customer-facing environments. Able to communicate clearly, follow instructions effectively, and provide courteous support in day-to-day interactions.

Personal Lines InsuranceCommercial Lines InsurancePersonal Auto InsuranceHomeowners InsuranceRenters InsurancePersonal LiabilityCommercial PropertyCommercial CasualtyCommercial Auto InsurancePolicy ServicingQuotingPolicy SalesRenewalsEndorsementsPaymentsBilling SupportCoverage ExplanationClaims SupportCustomer Service

✓Instacode

✓Cybersource

✓Internal CRM

✓HelloSign

✓Carrier websites

Noise-Cancelling Headset

Two-Monitor Setup

AALL INSURANCE

Servicing Insurance Agent for Auto, Commercial and Home

Dec 2024 - Jan 2026

Assisted customers and insurance companies with updating and modifying auto insurance policies, processing payments and endorsements, maintaining customer and partner information, and prospecting new customers. Worked in a fast-paced bilingual environment using Google tools, internal CRM systems, and payment systems while maintaining attention to detail, organization, and quality customer service.

Telvista Contact Center S.A. de C.V.

Sales and Customer Service Agent

May 2022 - Dec 2024

Provided sales and customer service support for car sales and rental products. Promoted to a back-office role handling email creation and responses, customer inquiries and complaints, and collections and payment processing while consistently meeting performance goals and working effectively under pressure.

Teleperformance

Call Center Agent

November 2021 – March 2022

Resolved basic technical issues, processed customer requests, created and managed reports, handled cash and card transactions, and proposed solutions to improve customer satisfaction. Collaborated with team members to complete assigned tasks efficiently.

Joaquín Zambrano

Customer Service Representative

November 2021 – March 2022

Assisted customers by identifying and resolving concerns while providing bilingual customer service. Supported photography package sales and ensured customers received clear, professional assistance throughout their experience.

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.