Maximiliano

BILINGUAL VA | INSURANCE VIRTUAL ASSISTANT

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4 yrs of Insurance Experience, COMMERCIAL INSURANCE, Personal & Commercial Lines, Quote Generation, Payment Assistance

Maximiliano is an excellent Virtual Assistant for insurance agencies who can support sales operations, client communication, and daily administrative tasks with reliability and efficiency.

EMPLOYMENT SUMMARY

Maximiliano has over 4 years of experience in customer service, sales assistance, and insurance support for U.S.-based organizations. He has worked remotely with companies in Texas, supporting customers through phone-based assistance, order management, lead follow-ups, and insurance-related inquiries. His experience includes assisting customers in resolving inquiries and issues related to sales transactions and insurance information, generating detailed sales quotes, successfully closing transactions with new clients, and coordinating the preparation and delivery of electronic signature documents. Maximiliano's strengths include strong customer service skills, sales assistance expertise, ability to multitask effectively, attentive listening, and efficient problem-solving.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF ENGLISH TEST RESULT

100/C1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Maximiliano is a bilingual Virtual Assistant (English–Spanish) with solid experience in customer service, sales assistance, and insurance support for U.S.-based organizations. He has worked remotely with companies in Texas, supporting customers through phone-based assistance, order management, lead follow-ups, and insurance-related inquiries. His ability to multitask, listen attentively, and resolve issues efficiently makes him a reliable VA for fast-paced, customer-facing teams.

Influence (I) – Enthusiastic and people-oriented, I-type VAs excel at communication, building rapport, and creating positive client experiences. Dominance (D) – Assertive and results-driven, D-type VAs take initiative, drive projects forward, and deliver outcomes efficiently.

Shows confident and fluent communication with clear pronunciation and a natural flow of speech. Uses advanced vocabulary and well-structured grammar effectively to express complex ideas with clarity and precision.

Insurance Sales AssistancePersonal and Commercial LinesQuotingLead Follow-UpOrder Placement & TrackingE-Signature CoordinationDocument SupportData CollectionRecord UpdatesPayment Assistance

✓CRM

✓EZLynx

✓TurboRater

✓Applied Epic

✓Microsoft Office

Two-Monitor Setup

Noise-Cancelling Headset

UNITY - SOUTHWEST INDIAN FOUNDATION

Customer Service Representative

Nov 2025 – Present

• Update customer mailing information

• Provide telephone assistance and support to customers regarding placing new orders, tracking existing orders, and browsing website

AL BOENKER INSURANCE AGENCY

Customer Services Representative, Sales Assistance

Jan 2022 – Oct 2025

• Assist customers in resolving inquiries and issues related to sales transactions and current insurance information

• Follow up on leads generated through customer interactions

• Generate detailed sales quotes and successfully close transactions with new clients

• Coordinate the preparation and delivery of electronic signature documents and assist customer over the phone to completed

CHEROKEE COUNTRY CLUB

Greenkeeper

Apr 2021 – Nov 2021

• Maintenance staff and area cleaning

• Performed daily care and maintenance of golf course greens, fairways, and grounds

KILLINGTON/PICO SKI RESORT

Lift Operator

Oct 2018 – Apr 2019

• Conduct daily safety inspections and maintenance checks on lift machinery to ensure operational efficiency

• Assist passengers in boarding and disembarking lifts, ensuring safety protocols are followed

HOTEL CEO

Receptionist

Oct 2018 – Apr 2019

• Front desk Check In and Check Out and collect payments

• Schedule and confirm reservations efficiently

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

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

Can briefly describe past events and future plans, give reasons for opinions and use the language when traveling.

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.