Jeferson Hernandez Pacheco
Lewisville,USA
Summary
Bilingual Licensed Insurance Sales Agent skilled in building customer relationships and delivering tailored solutions in high-volume environments. Expertise in lead generation, policy consultation, and account management drives sales and enhances customer satisfaction. Currently pursuing a degree in Business Management to strengthen leadership capabilities and seeking opportunities to apply sales and customer service skills in a growth-focused organization.
Overview
6
6
years of professional experience
Work History
Licensed Insurance Agent
GEICO
Richardson, USA
01.2025 - Current
- Consult with prospective and existing customers to assess insurance needs and recommend appropriate coverage solutions.
- Generate and explain insurance quotes, policy options, coverage limits, deductibles, and available discounts.
- Sell auto insurance while meeting and exceeding sales performance goals.
- Build and maintain strong customer relationships through exceptional customer service and effective communication.
- Process policy applications, endorsements, renewals, and account updates while ensuring accuracy and regulatory compliance.
- Educate customers on insurance products and risk management strategies to help them make informed decisions.
- Utilize CRM systems and sales tools to manage customer interactions, track leads, and maintain detailed records.
- Collaborate with cross-functional teams to resolve customer concerns and provide timely solutions.
- Consistently achieve performance metrics related to sales, customer satisfaction, and policy retention.
Corporate Office Representative
Jefferson Dental and Orthodontics
Dallas, USA
01.2023 - 01.2025
- Managed inbound/outbound calls regarding appointments, billing, and insurance.
- Scheduled appointments and coordinated between multiple dental offices.
- Maintained and updated patient records in CRM systems.
- Assisted English- and Spanish-speaking patients in bilingual communication.
- Ensured HIPAA compliance and confidentiality.
- Collaborated with teams to improve patient service.
Debt Collector
RAB, Inc.
Addison, USA
08.2020 - 12.2021
- Conducted outbound collection calls to recover overdue accounts, enhancing customer engagement.
- Negotiated payment plans to facilitate timely resolutions and maintain customer relationships.
- Negotiated payment plans professionally and empathetically.
- Ensured adherence to FDCPA and state regulations during all collection activities.
- Documented all interactions in company database.
- Assisted bilingual clients in navigating payment options, improving service accessibility.
Education
High School Diploma -
Lewisville High School
Lewisville, TXGrand Canyon University
Skills
- Life and Health License
- Property & Casualty License
- Sales objection handling
- Closing sales
- Outbound sales
- Relationship selling
- Consultative selling
- Sales negotiation
- Achieving sales targets
- Sales strategy
- Inside sales
- Telemarketing
- Outbound calling
- Debt collection and negotiation
- Business development
- Customer relationship building
- Customer service
- CRM proficiency
- Sales management systems proficiency
- Salesforce Cloud
- FDCPA and HIPAA compliance knowledge
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- Microsoft Outlook
- Team collaboration
- Communication skills
- Multitasking expertise
- Bilingual
- Sales negotiation
- Achieving sales targets
- Sales presentations
- Life and Health License
- Sales strategy
- Property & Casualty License
Personal Information
- Willing To Relocate: Anywhere
- Authorized To Work: US for any employer
Timeline
Licensed Insurance Agent
GEICO
01.2025 - Current
Corporate Office Representative
Jefferson Dental and Orthodontics
01.2023 - 01.2025
Debt Collector
RAB, Inc.
08.2020 - 12.2021
High School Diploma -
Lewisville High School
Grand Canyon University