Nallely

Nallely

BILINGUAL VA | INSURANCE VIRTUAL ASSISTANT

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Auto Insurance, Quote & Rate Comparison, Policy Renewals & Endorsements, Bilingual Client Communication

Bilingual insurance virtual assistant specializing in personal auto insurance support and customer service.

EMPLOYMENT SUMMARY

Nallely has experience in customer service, insurance support, administrative operations, and sales. She has worked in auto insurance support handling bilingual customer communication, claims processing, renewals, policy management, and CRM systems. Her background also includes financial operations, customer support, lead generation, and administrative coordination.

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

S+C
Nallely is an Insurance Virtual Assistant with experience supporting Personal Auto Insurance operations for an Arizona-based agency. She handles payments, renewals, endorsements, re-quotes, carrier comparisons, and customer support while assisting clients throughout the full quoting process. She also has exposure to Commercial Insurance and Home Insurance payment processing, with strong bilingual communication skills and customer-focused service.
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 professional communication skills with clear and confident bilingual customer interaction.
Auto InsuranceHome InsuranceCommercial SupportPolicy RenewalsEndorsementsRe-quotesRate ComparisonPayment ProcessingCold CallingInbound CallsClient SupportQuote ProcessingCoverage ExplanationVIN VerificationDriver ValidationPolicy ReviewCustomer EducationLiability CoverageCollision CoverageComprehensive CoverageCarrier ComparisonDocument ManagementBilingual Support
TurboRater
InstaQuote
Carrier Software
RingCentral
Slack
Zoom
Google Workspace
Microsoft Office
DocuSign
AdobeSign
Noise-Cancelling Headset
One-Monitor Setup

HISPAND S DE RL DE CV, Home Office

Bilingual Customer Service Representative for Auto Insurance

Mar 2025 - Present

Handle and resolve bilingual customer inquiries in English and Spanish, ensuring clear and effective communication for the Spanish-speaking market in the U.S. Process auto insurance claims, guiding customers through each step of the process and facilitating the prompt and satisfactory resolution of claims. Advise customers on insurance options tailored to their specific needs, including additional coverages and available discounts. Sales and management to promote renewals and cross-selling, increasing customer retention and satisfaction. Manage and maintain up-to-date customer files and policies using specialized CRM systems, ensuring the confidentiality and accuracy of information.

Hispanic Teleservices de Guadalajara, Home Office

Customer Service Representative For Rental Car and Healthcare

2023 - 2025

I promptly handled customer inquiries and resolved complaints to ensure high levels of satisfaction in the health insurance and car rental sectors. I provided customers with product and service information, enhancing their understanding and experience. I accurately and efficiently processed orders, forms, applications, and requests using the company's computer systems. I maintained detailed records of customer interactions, transactions, and feedback to support service improvement. I delivered exceptional customer service by addressing inquiries, resolving complaints, and offering product recommendations to improve the buying experience.

Bolt Gym de Mexico, Atlixco Puebla

Sales Agent

2018 - 2019

I generated and qualified leads through cold calling, networking, and social media to expand the client portfolio. I presented and demonstrated product features and benefits, tailoring them to client needs to increase sales conversion rates. I tracked customer preferences and market trends to gather feedback for product development and marketing strategies. I developed and maintained strong relationships with new and existing clients to foster loyalty and referrals.

Crossport Power Gym, Atlixco, Puebla

Indoor Cycling Coach

2014 - 2018

I designed personalized indoor cycling training plans, tailored to individual fitness levels and goals, improving participation and results. I monitored participants' performance and provided real-time feedback to ensure proper technique and maximize training effectiveness.

I incorporated motivational techniques and carefully curated music playlists to maintain a dynamic and positive class atmosphere. I taught participants about the health benefits of indoor cycling, promoting well-being and inspiring consistent exercise habits. I organized special cycling events and challenges that fostered a sense of community and boosted participant motivation.

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.

Centro Universitario Justo Sierra, Acapulco de Juarez

Licenciada en Informatica

2004 - 2008

https://youtu.be/qGk4EkCuLuI