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Jose

Insurance & Project Management Specialist with 10+ years of client-focused service

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Texas City, Texas, United States
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Competencies

Customer Service & RetentionExpert

Provided support to clients in insurance, telecommunication, and airline industries, ensuring satisfaction.

Project Coordination & ManagementAdvanced

Led and coordinated technical provisioning, client onboarding, and process improvements across multiple projects.

Technical Support & TroubleshootingAdvanced

Performed DSL internet troubleshooting, VoIP setup, and policy data accuracy tasks.

Administrative & Record KeepingAdvanced

Maintained organized records, managed billing inquiries, and supported agency operations.

Leadership & Team SupervisionIntermediate

Supervised staff at Piratas Bar, directed daily operations, and supervised customer service efforts.

Education

Business Administration
Universidad Francisco Gavidia
2008
Bachillerato General
Complejo Educativo San Francisco
Completed 2007

Languages

SpanishBilingual
EnglishBilingual

Summary

Experienced in insurance administration, project coordination, and technical support with a strong focus on client satisfaction and operational efficiency.

Key Achievements

  • Managed multiple complex provisioning projects at Techtalkers, ensuring smooth operations and timely delivery.
  • Supported diverse insurance lines including auto, homeowners, liability, and workers' compensation for U.S.-based clients.
  • Streamlined renewal and policy documentation processes across roles, maintaining high accuracy and compliance.

Experience

Virtual Assistant – Renewals & Certificates

ABI Insurance Services (Remote)
July 15, 2025 - Present

Handle policy renewals and Certificates of Insurance (COIs) for personal and commercial lines., Process payments and assist with billing inquiries and documentation., Ensure accuracy in policy data and timely communication with clients and carriers., Support agency operations by maintaining...

Insurance Assistant – Rovner and Company Insurance Agency

Viva Virtual Assistants (Remote)
January 27, 2024 - July 15, 2025

Supported personal and commercial lines for a U.S.-based insurance agency., Prepared new quotes, processed renewals, endorsements, and policy changes., Worked with Auto, Homeowners, General Liability, Workers’ Compensation, and Commercial Auto policies., Assisted licensed agents with client...

General Manager / Provisioning Specialist / Project Manager

Techtalkers S.A. de C.V.
Sept 2017 - Sept 2022

Managed the DMR/Bubble Communications account, overseeing project timelines, deliverables, and stakeholder coordination to ensure smooth operations., Supervised end-to-end provisioning projects, including DSL circuit orders, number porting, technician scheduling, and installation follow-ups with...

Manager / Bartender / Waiter

Piratas Bar, El Tunco
2014 - 2016

Managed day-to-day operations of a busy bar and restaurant in El Tunco., Provided excellent customer service and staff supervision.

Technical Support Agent – Bell Canada

Stream Global Services
2013 - 2014

Assisted Canadian customers with DSL internet troubleshooting and technical support.

Customer Service / Billing Representative

Benson Communications
2012 - 2013

Supported Lifeline customers with billing, mobile plan adjustments, and device issues.

Customer Service Representative – MetLife Dental

Sykes Ltd.
2009 - 2012

Assisted dental providers with insurance claim processes and account inquiries.

Customer Service Representative – US Airways

Atento El Salvador
2008 - 2009

Assisted customers with flight changes, ticket bookings, and baggage inquiries.

Skills

Customer Service & RetentionProject Coordination & ManagementTechnical Support & TroubleshootingAdministrative & Record KeepingLeadership & Team Supervision
Published on CazVid - May 17, 2026
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