ANDREA
BILINGUAL VA | INSURANCE VIRTUAL ASSISTANT
Andrea is a bilingual Virtual Assistant with over 7 years of experience supporting insurance, financial services, and commercial operations across multinational organizations. With a strong background in risk analysis, portfolio management, and business development, Andrea brings a highly analytical and strategic mindset to virtual support roles, excelling in client communication, proposal development, market analysis, and CRM management.
TOOLS
EQUIPMENT
VIDEO
7 yrs of Insurance Experience, PROPERTY AND LIABILITY INSURANCE, COMMERCIAL INSURANCE, QUOTE ANALYSIS, FINANCIAL SUPPORT
Andrea is an excellent Virtual Assistant for insurance agencies seeking a strategic, detail-oriented professional who can support administrative operations with confidence and precision.
EMPLOYMENT SUMMARY
Andrea has over 7 years of experience in commercial strategy, risk analysis, and business development across insurance and financial services. Her background spans roles at GNP Mexico, AIG Mexico, Interproteccion, and Zurich Mexico, where she has supported client acquisition, portfolio growth, commercial strategy development, and risk management. She currently works as a Financial Advisor at GNP Mexico, providing personalized advisory in insurance, investment, and financial planning. Andrea's experience includes designing and implementing commercial strategies, conducting market and portfolio analysis, managing client relationships, and developing tailored proposals. Her strengths include strong analytical skills, strategic thinking, client relationship management, and the ability to identify business opportunities.
EMPLOYMENT HISTORY
GNP MEXICO
Financial Advisor
2025
• Personalized advisory in insurance, investment, and financial planning
• Identified specific client needs (individual and corporate)
• Managed and administered client portfolios
AIG MEXICO
Commercial Leader
Nov 2022 – May 2025
• Designed and implemented national commercial strategies for key business lines
• Grew portfolio size, improved client retention, and profitability
• Conducted market and portfolio analysis to identify business opportunities
• Managed direct relationships with key clients and international partners for tailored solutions
INTERPROTECCION
Business Development Executive
Aug 2020 – Nov 2022
• Managed prospecting, attraction, and closing of new commercial accounts
• Designed and analyzed tailored proposals for diverse sectors
• Performed account profitability and behavior analysis to redesign service and acquisition processes
ZURICH MEXICO
Risk Management
Apr 2019 – Mar 2020
• Analyzed and evaluated financial risks for corporate and professional liability products
• Supported consultative sales processes with a technical-commercial approach
ZURICH MEXICO
Administrative Commercial Intern
Aug 2018 – Apr 2019
• Analyzed financial statements, reviewed contracts, and validated credit
• Registered and followed up with agents and brokers
EDUCATION
University Incarnate Word
Master's Degree - MBA Business
2020
University Incarnate Word
Bachelor's Degree - Business & Finance
2016
ASSESSMENT RESULTS
DISC PERSONALITY RESULT
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.
EF ENGLISH TEST RESULT
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.
COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)
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.