Bilingual Insurance Advisor experienced in negotiation, customer service, and account management. Built client trust, closed sales, and managed complex policies with precision. Focused on delivering high-standard operations across diverse business environments.
Overview
16
16
years of professional experience
Work History
Licensed Insurance Advisor (100% Remotely)
American Family Insurance
Madison, Wisconsin
10.2024 - Current
Achieved monthly premium target of $100k through consistent customer engagement.
Generate home insurance quotes for clients in the admitted insurance market (companies like Progressive, Geico, Foremost, American Modern) and advise about the best coverages available for each specific client.
Build relationship with clients to protect not only their primary home but the different properties they may have (secondary homes, rental properties, seasonal and short- term rental properties, etc)
Service existing home policies (renewals, endorsements and communication with Underwriter department or claims department)
Generate Flood Insurance Quotes with the government and private companies
Operated in call center environment as part of bilingual team, executing immediate sales and following up with potential clients.
Broker Insurance Agent
DV Agency
Denver, Colorado
10.2022 - 10.2026
Use the EZLynx rater to find the best company for auto and home coverage for each particular client, quoting with 15 + admitted and non-admitted insurance companies.
Receive and quote auto insurance for calling and walking-in clients (English and Spanish), mostly from the DMV that is next door to the Agency.
Serviced existing policies and clients through renewals, processed electronic and cash payments, and executed cross-selling and endorsements.
Filled applications for GL and E&S policies (Chubb, Progressive, RPS, etc) to secure appropriate coverage for clients.
Audited newly purchased book for agency and analyzed accounts with aggregator (PGI) to ensure compliance and accuracy.
Met with various carriers to understand their systems and products.
Deposit cash payments to the Agency bank account
Administrator and Contractor Negotiator
SMG Plumbing
Denver, Colorado
07.2017 - 08.2022
Work on the phone with clients, contractors, employees and being the main communication channel
Generate quotes, work orders, invoices, pay checks and reports (with QuickBooks)
Preparing presentations for the owner and contractors for new investment projects
Manage excavation projects
Generate job descriptions and KPIs for each position in the company.
Audit processes and accounts
Category Buyer (Indirect Sourcing Specialist)
Whirlpool Mexico (Celaya Manufacturing Plant)
Celaya, Guanajuato, Mexico
03.2014 - 05.2017
Negotiate prices and delivery conditions for 5 categories. Leasing Forklifts, chemicals, punches & dies, maintenance services and Janitorial services, for the 5 manufacturing plants in Mexico
Analyze contracts and work with the legal department to prepare a better negotiation
Generate savings of at least 5% per year in each category
Present and lead projects for our intercompany in USA and Canada
Negotiate with internal departments such as maintenance, production, quality control, project management, inventory, Logistics, etc., to meet the timelines of each project
Commodity Buyer (Power Train parts)
Nissan Mexicana (Purchasing Headquarters in Mexico
Toluca, Estado de Mexico, Mexico
12.2010 - 02.2014
Achieved 7% savings and 2% cost reduction for localization parts in NAFTA region while ensuring zero production stoppages.
Led Kaizen activities with suppliers to enhance processes and secure targeted cost reductions.
Developed localization projects while coordinating cross-functional activities with engineering, quality, and finance teams.
Present projects to Head Office in Japan
Develop and lead new models for region or globally
Analyze & Present investment business cases (CAPEX)
Education
Bachelor of Science - International Economics
Universidad Autonoma Del Estado De Mexico
Toluca, Estado De Mexico, Mexico
05-2006
Skills
Bilingual (English and Spanish)
Win-win negotiations
Time Management
Work under pressure
Effective communication
Insurance underwriting
Analytical
Customer service oriented
Proactive
Adaptable to change
Policy compliance
Accomplishments
Nissan Award for Extraordinary Performance and an outstanding demonstration of the Nissan Way Mindset in 2014, received from the North America Procurement VP Rebbeca Vest.
Timeline
Licensed Insurance Advisor (100% Remotely)
American Family Insurance
10.2024 - Current
Broker Insurance Agent
DV Agency
10.2022 - 10.2026
Administrator and Contractor Negotiator
SMG Plumbing
07.2017 - 08.2022
Category Buyer (Indirect Sourcing Specialist)
Whirlpool Mexico (Celaya Manufacturing Plant)
03.2014 - 05.2017
Commodity Buyer (Power Train parts)
Nissan Mexicana (Purchasing Headquarters in Mexico