Julie A Pacheco
New Bedford,MA
Summary
Persuasive insurance agent with expertise in assessing client needs, advising on coverage options and monitoring insurance claims. Energetic and communicative professional with 34 years of experience with Personal and Commercial lines insurance products. Proficient in job-related software, including Applied Systems and SinglePoint Rating. Dedicated to developing meaningful clientele and offering best solutions for insurance coverage.
Overview
38
38
years of professional experience
Work History
Insurance Agent
Bergeron Insurance Agency, LLC
New Bedford, MA
08.1987 - 06.2023
- Sold auto and home and other various insurance products to individuals within assigned territory using consultative selling techniques.
- Sold Commercial Auto and Commercial Line policies.
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value.
- Worked with claims adjusters and examiners to expedite processing in alignment with procedures.
- Assist customer with claims reporting and resolve any claim issues.
- Trained and managed new employees.
- Manage deposits and client insurance payments.
Receptionist
Dr. William Xifaras Dentistry
12.1986 - 07.1987
- Confirmed appointments, communicated with clients and updated client records.
- File dental claims.
- Recorded patients' health histories, documented current symptoms and pulled up records from prior visits for dentists to view and evaluate
- Cleaned and sanitized dental tools and equipment, straightened treatment rooms and restocked supplies to prep for next patient and maintain health and safety practices
Personal Lines Account Manager
Kaplansky Insurance
Seekonk, MA
06.2023 - Current
- Educated clients on insurance policies and procedures.
- Met with customers to provide information about available products and policies.
- Analyzed customer needs to provide customized insurance solutions.
- Analyzed risk factors to recommend appropriate coverage levels.
Education
Certificate - Business Administration
Kinyon Campbell Business School
New Bedford, MA1988
High School Diploma -
New Bedford High School
New Bedford, MA06.1987
Skills
- Client needs analysis
- Policy renewals
- Claims reporting systems
- Underwriting and adjustment
- Quotes and sales
- Property insurance
- Auto insurance
- Bilingual (Portuguese)
- P&C Licensed
Timeline
Personal Lines Account Manager
Kaplansky Insurance
06.2023 - Current
Insurance Agent
Bergeron Insurance Agency, LLC
08.1987 - 06.2023
Receptionist
Dr. William Xifaras Dentistry
12.1986 - 07.1987
Certificate - Business Administration
Kinyon Campbell Business School
High School Diploma -
New Bedford High School