Amy Roman
Hialeah,FL
Summary
Bilingual Professional experienced in insurance sales, administration, human resources, and operations. Built strong client relationships and streamlined business processes to enhance operational efficiency and customer satisfaction. Delivered exceptional customer experiences through effective communication and analytical problem-solving skills.
Overview
2
2
Languages
1
1
Certification
13
13
years of professional experience
Work History
Virtual Assistant
The Peridot Desk
Remote
02.2026 - Current
- Built and managed executive calendar and inbox systems, optimizing scheduling and minimizing conflicts.
- Supported multiple executives and business owners, ensuring seamless operations in a fast-paced remote environment.
- Supported multiple executives and business owners to maintain seamless operations in fast-paced remote environment.
- Designed and implemented streamlined administrative workflows, improving operational efficiency and reducing turnaround times.
- Strengthened client relationships through proactive communication and exceptional service, driving repeat business.
- Led complex projects from planning to execution, coordinating stakeholders and tracking milestones for on-time delivery.
- Established reputation as a trusted strategic partner by anticipating needs and managing confidential information.
Bilingual Insurance Sales Consultant
TTEC - Assigned to Progressive
Remote
09.2024 - Current
- Consistently exceeded monthly sales goals by delivering personalized insurance solutions.
- Recognized for exceptional customer experiences through bilingual communication and product expertise.
- Built trust with English- and Spanish-speaking customers through clear policy education.
- Ensured compliance standards through accurate documentation and policy processing.
- Increased policy retention by addressing concerns, identifying gaps, and recommending enhancements.
- Managed high-volume workload while effectively handling inbound and outbound sales conversations.
- Delivered exceptional customer experiences through bilingual communication and in-depth product knowledge.
Executive Assistant/Office Manager
CHR Consulting Services, Inc
Remote
07.2018 - 06.2024
- Supported four senior executives by managing competing priorities and ensuring seamless daily operations, enhancing executive workflow.
- Coordinated over 50 domestic and international business trips without disruptions to executive schedules.
- Anticipated scheduling conflicts, resolved operational challenges, and streamlined administrative processes for improved productivity.
- Handled highly confidential communications and sensitive matters with utmost discretion and professionalism.
- Coordinated cross-functional projects and tracked deliverables to advance strategic initiatives, facilitating project alignment and timely execution.
- Ensured accuracy in reporting, board materials, expense management, and financial documentation, contributing to informed decision-making.
- Maintained accuracy in reporting, board materials, expense management, and financial documentation.
Human Resources Generalist
Goodwill Industries of South Florida
Miami, FL
09.2013 - 06.2018
- Streamlined the full-cycle onboarding process by improving documentation, compliance tracking, and new hire orientation; creating a more efficient and positive employee experience.
- Streamlined the full-cycle onboarding process by improving documentation, compliance tracking, and new hire orientation, creating a more efficient and positive employee experience.
- Managed multiple HR priorities simultaneously—including recruiting, onboarding, benefits administration, compliance, and employee support while consistently meeting deadlines in a fast-paced environment
- Resolved HR inquiries and interpreted company policies for employees and leadership, supporting employee relations with professionalism and confidentiality.
- Improved HR operational efficiency by implementing standardized processes for onboarding, employee record management, benefits administration, and personnel documentation.
- Coordinated employee training and performance management initiatives that enhanced workforce engagement and aligned with organizational growth.
- Managed multiple HR priorities simultaneously—including recruiting, onboarding, benefits administration, compliance, and employee support—while consistently meeting deadlines in a fast-paced environment
Education
Associate of Arts - Psychology
Miami Dade College
Miami, FLSkills
- Workflow optimization
- Workflow automation
- Project coordination
- Calendar management
- Document management
- Sales support
- Client relations
- Remote collaboration
- Training coordination
- Time management
- Problem solving
- Travel planning
Certification
- Property and Casualty Insurance License - Florida
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Virtual Assistant
The Peridot Desk
02.2026 - Current
Bilingual Insurance Sales Consultant
TTEC - Assigned to Progressive
09.2024 - Current
Executive Assistant/Office Manager
CHR Consulting Services, Inc
07.2018 - 06.2024
Human Resources Generalist
Goodwill Industries of South Florida
09.2013 - 06.2018
Associate of Arts - Psychology
Miami Dade College