Irvin Pacheco Chavez
Magna,UT
Summary
Licensed Property, Casualty, Life, Health & Accident insurance professional with seven years of experience delivering consultative insurance solutions across personal lines and Marketplace Health Insurance. Experienced in agency operations, client retention, renewal strategy, employee development, and process improvement. Recognized for building scalable systems that improve advisor consistency, strengthen client relationships, and support long-term agency growth.
Overview
2
2
Languages
1
1
Certification
7
7
years of professional experience
Work History
Customer Service Manager
Pinnacle Insurance
West Jordan, Utah
06.2021 - Current
- Promoted through multiple roles, including Personal Lines Specialist, Health Insurance Specialist, Renewal Specialist, and Customer Service Manager.
- Served as a senior insurance advisor for complex personal lines accounts, comparing solutions across 20+ insurance carriers, resolving escalated client concerns, and supporting advisors with coverage recommendations and underwriting solutions.
- Developed and delivered standardized onboarding materials, workflows, and operating procedures to train new employees and virtual assistants, improving consistency and accelerating onboarding.
- Designed and implemented a four-tier client segmentation system that organized the agency's book of business and helped protect more than $5 million in annual premium.
- Developed company-wide account review standards and advisor playbooks to improve consistency, retention, and client experience.
- Managed complex personal lines servicing, renewals, underwriting issues, policy changes, billing, reinstatements, cancellations, and claims support.
- Created quoting guides, workflow documentation, and training resources that increased team consistency and reduced onboarding time.
Insurance Intern
State Farm
Sandy, UT
02.2019 - 06.2021
- Developed a strong foundation in personal lines insurance while supporting licensed agents with Home and Auto policy servicing.
- Assisted clients with policy changes, endorsements, billing inquiries, and payment processing while delivering responsive customer service.
- Explained policy coverages, answered insurance questions, and resolved client concerns through clear and professional communication.
Education
High School Diploma -
Alta High School
Sandy, UT06-2020
Skills
- Personal Lines Insurance
- Client Relationship Management
- Carrier Relationship Management
- Risk Analysis
- Coverage Reviews
- Client Retention & Growth
- Underwriting Solutions
- Renewal Strategy
- Process Improvement
- Leadership & Team Development
- Business Development
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Certification
- Property and Casualty License
- Life, Health and Accident License
Timeline
Customer Service Manager
Pinnacle Insurance
06.2021 - Current
Insurance Intern
State Farm
02.2019 - 06.2021
High School Diploma -
Alta High School