Johan

BILINGUAL | INSURANCE VIRTUAL ASSISTANT

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Personal & commercial lines insurance, quoting, renewals, certificates of insurance (COIs), bilingual client communication

Bilingual Insurance Virtual Assistant specializing in Personal and Commercial Lines insurance support.

EMPLOYMENT SUMMARY

Johan has experience in insurance operations, business development, international sales, client relationship management, and commercial negotiations. His background includes insurance quoting and policy servicing, B2B sales, international trade operations, client retention, and strategic business development across multicultural environments. He has worked with insurance clients, global business partners, government entities, and commercial organizations.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF ENGLISH TEST RESULT

100/C2

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Johan is a bilingual Insurance Virtual Assistant with approximately 2 years of experience supporting Personal Lines and Commercial Lines insurance operations. He has experience handling insurance quoting for Home, Auto, Workers’ Compensation, and General Liability policies. His background includes gathering client information, reviewing policy details, obtaining quotes from multiple carriers, comparing coverage and pricing options, presenting insurance quotes to clients, processing payments, documenting policies, handling renewals, processing Certificates of Insurance (COIs), assisting with claims reporting, and communicating directly with clients and insurance carriers.

Steadiness (S) - Dependable and patient. S-type VAs provide consistent support, build strong client relationships, and ensure smooth workflows. 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 InsuranceCommercial Lines InsuranceHome InsuranceAuto InsuranceWorkers' CompensationGeneral LiabilityQuotingRenewalsCertificates Of Insurance (COIs)Client CommunicationCarrier CommunicationInsurance Quote PresentationPayment ProcessingClaims Reporting AssistancePolicy DocumentationClient RetentionPolicy SalesCarrier Websites

✓Salesforce

✓Sales Intelligence

✓Outreach

✓Redwood

✓Alegra

✓Contapyme

✓HubSpot

✓Google Meet

Noise-Cancelling Headset

Two-Monitor Setup

Vertiv

Business Development Representative

2025 - 2026

Conducted strategic prospecting through market research and Ideal Customer Profile (ICP) segmentation. Generated and qualified leads through cold calling, email outreach, LinkedIn, and multi-channel campaigns. Scheduled qualified meetings for the sales team, maintained CRM records, managed sales funnel activities, identified customer needs, and consistently met opportunity generation targets while building strong business relationships.

ValleGroup

Insurance Agent

2023 – 2025

Developed and sold commercial and personal insurance policies. Built relationships with local and international clients to support retention and business growth. Assisted in improving operational processes, collaborated with the accounting department on client retention efforts, and negotiated insurance quotes for employee benefit programs.

Brazil Embassy – Honorary Consulate

Honorary Consulate Administrator

2023 - 2024

Supported cooperation initiatives with educational institutions and government entities. Managed visa applications and travel documentation for applicants, coordinated outreach activities with diplomatic offices, and assisted with bilateral agreements between embassies.

Tidal Sails

Business Development Manager for South America

2022 - 2026

Identified and developed business opportunities across strategic markets in South America. Managed import and export operations, coordinated with customs agencies, freight forwarders, and shipping lines, and implemented commercial expansion plans. Conducted market analysis, developed revenue-focused sales strategies, managed the full B2B sales cycle, prepared business proposals and contracts, monitored commercial performance metrics, and maintained relationships with key clients and stakeholders.

Technowheel SAS

Commercial Coordinator and Sales Point Manager

2015 - 2022

Led commercial teams to achieve operational goals and sales objectives. Managed supplier and distributor negotiations, oversaw point-of-sale operations, supported brand positioning initiatives, prepared business plans and financial statements, and coordinated the import, distribution, and commercialization of electrical vehicles.

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.