Andres

ANDRES

BILINGUAL VA | INSURANCE VA & RETENTION SUPPORT

Andres is a bilingual Virtual Assistant with hands-on experience supporting U.S. insurance agencies, specializing in customer retention, policy servicing, billing assistance, and administrative support. He is known for his adaptability, problem-solving skills, and ability to manage high call volumes while maintaining detailed documentation and compliance with carrier requirements.

Personal LinesQuoting SupportEndorsementsRenewalsPolicy ServicingClient RetentionDocument ReviewClaims SupportAdmin TasksSchedulingBilling SupportMultichannel Communication

TOOLS

Hawksoft
Agency Zoom
Applied Rater
RingCentral
WeConnect
Teams
Google Workspace
Microsoft Office

EQUIPMENT

Two-Monitor Setup
Noise-Cancelling Headset

VIDEO

CLICK HERE

5 yrs of Insurance Experience, Auto, Home and Renters, QUOTING (FL & PA), ENDORSEMENTS & RENEWALS

Andres is the ideal Virtual Assistant for insurance agencies needing a reliable bilingual professional who can manage policy servicing, resolve billing concerns, and provide consistent client support. His strong administrative discipline, clear communication, and accuracy in documentation make him a dependable asset.

EMPLOYMENT SUMMARY

Andres has over 5 years of experience in Auto, Home, and Renters Insurance, gained through roles with Driscoll Insurance Services and Leslie Kays Insurance via Edge. He handled customer communications, processed endorsements, managed renewals, and ensured policy retention with accuracy and compliance. Bilingual in English and Spanish, he supported clients across Florida's insurance markets and contributed to cross-selling and retention efforts. At Teleperformance, he provided billing support for Turo and helped train new agents. Andres is detail-oriented, reliable, and highly organized, with strong communication and technical skills. His ability to thrive in fast-paced, high-volume environments makes him a strong asset to any insurance team.

EMPLOYMENT HISTORY

EDGE - VIRTUAL ASSISTANT FOR DRISCOLL INSURANCE SERVICES

Virtual Assistant

August 2024 - October 2025

• Operated as a virtual assistant for a U.S. insurance agency, managing daily office communications and scheduling appointments.
• Communicated with underwriters and clients, advocating for reinstatements and preventing multiple policy cancellations.
• Sent out Certificates of Insurance, ID cards, and proof of insurance to lienholders and banks.
• Processed endorsement requests, refunds, and cancellations with high accuracy and attention to carrier compliance.
• Logged and maintained detailed database records for all customer interactions and resolutions.

EDGE - CUSTOMER SERVICE REPRESENTATIVE FOR LESLIE KAYS INSURANCE

Customer Service Representative

March 2023 - August 2024

• Provided bilingual support to clients across Florida insurance markets.
• Conducted retention outreach to prevent cancellations and assist with renewals and payments.
• Managed quote follow-ups, appointment scheduling, and back-office support cases to completion.
• Assisted in cross-selling initiatives and policy review preparation, contributing to client loyalty and agency growth.

TELEPERFORMANCE - CUSTOMER SUPPORT AGENT FOR TURO

Customer Support Agent

June 2021 - January 2023

• Delivered support for the Billing Department of Turo, a peer-to-peer car-sharing marketplace.
• Assisted hosts and guests through calls and written correspondence, managing billing disputes and safety cases.
• Handled an average of 30+ calls per day, maintaining consistent service quality.
• Supported training waves of new agents to enhance overall team performance.

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

S+C

Steadiness (S) – Dependable and patient, S-type VAs provide consistent support, build strong client relationships, and ensure smooth workflows. Conscientiousness (C) – Detail-oriented and organized, C-type VAs ensure accuracy, maintain structured systems, and deliver high-quality work.

EF ENGLISH TEST RESULT

80/B1

Shows reliable communication skills with clear pronunciation and a generally steady speaking flow. Uses practical vocabulary and straightforward grammar effectively to convey ideas with confidence and consistency.

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

A1

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

A2

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

B1

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

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.

BEGINNER
INTERMEDIATE
ADVANCED