Katherine Pacheco
Colorado Springs
Summary
Licensed insurance professional with extensive experience in sales and customer service. Seeks a position offering new challenges and opportunities for career growth and advancement.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Customer Service Representative/Life Sales Specialist
American Family Insurance
01.2008 - 10.2023
- Process client policy changes.
- Handle client billing questions.
- Process billing payments.
- Assist clients with claims.
- Perform client \'Personal Insurance Reviews\'.
- Focus on cross-selling products.
- Identify and solicit life sales prospects in agency databases.
- Close an average of5 life policysales per month.
- Run marketing queries for life sales opportunities.
Part-Time Marketing
Ed C Reed / American Family insurance
05.2005 - 01.2008
- Part-time marketing from home.
- Ran marketing queries for cross-selling.
- Marketed to existing clients via phone.
- Scheduled life appointments for agent.
- Worked cold call lists for sales.
Customer Service Representative
USAA
02.2003 - 05.2005
- Answered a constant flow of customer calls in queue.
- Processed policy changes and billing payments.
- Answered billing questions.
- Serviced policies from multiple states.
- Adhered to various state insurance laws.
- Gathered and verified customer information for accuracy.
- Worked in a team environment.
Customer Service Representative
Progressive Insurance
03.2000 - 06.2002
- Answered a constant flow of customer calls in queue.
- Processed policy changes and billing payments.
- Answered billing questions.
- Serviced policies from multiple states.
- Adhered to various state insurance laws.
- Gathered and verified customer information for accuracy.
- Worked in a team environment.
Education
High School Diploma -
Lewis Palmer High School
Monument, ColoradoSkills
- Exceptional communication skills
- Strong client relations
- Positive and friendly
- People-oriented
- Excellent work ethic
- Problem solving strength
- Sales expertise
- Life insurance products
Certification
- Property & Casualty Insurance License
- Life Insurance License
References
- Debbie Havens - Academy Mortgage (719) 380-1778
- Mario Aragon - American Family Insurance (719) 570-0707
- Victoria McDonald - USAA Insurance (719) 337-4451
Timeline
Customer Service Representative/Life Sales Specialist
American Family Insurance
01.2008 - 10.2023
Part-Time Marketing
Ed C Reed / American Family insurance
05.2005 - 01.2008
Customer Service Representative
USAA
02.2003 - 05.2005
Customer Service Representative
Progressive Insurance
03.2000 - 06.2002
High School Diploma -
Lewis Palmer High School
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