Kiana Pacheco
Insurance Specialist
Manta,Manabi
Summary
Results-driven Insurance Professional and Virtual Assistant with over 4 years of experience in the US insurance industry, specializing in commercial auto, heavy-duty trucking, claims management, and underwriting support
Overview
2
2
Languages
3
3
years of professional experience
Work History
CUSTOMER SERVICE & CLAIMS SPECIALIST
BUOY STAFFING
Atlanta, GA
11.2025 - Current
- Provide full-time, high-volume customer service and inbound call support for policyholders reporting commercial auto and heavy-duty truck claims.
- Manage end-to-end documentation for the claims reporting process, gathering crucial accident data, loss runs, and driver information.
- Maintain and audit the company’s internal system in real-time, ensuring all client files, claim updates, and policy notes maintain 100% data integrity.
- Collaborated with cross-functional teams to streamline claims handling processes, enhancing overall efficiency.
Insurance Liaison
Blue Star Brothers
Brooklyn, Greenpoint
03.2025 - 10.2025
- Served as the primary point of contact for customer inquiries and with the insurance companies providing expert assistance regarding policies, coverage details, and the claims process.
- Analyzed insurance policies and claims data, identifying discrepancies and implementing corrective actions to improve accuracy and service delivery.
- Managed documentation and record-keeping for insurance claims, ensuring accuracy and adherence to company standards for audits and reviews.
- Coordinated communication between clients and insurance providers to resolve claims efficiently.
Insurance Inspector
Ate Logo Ventures
Colorado Springs, Colorado
07.2024 - Current
- Conducted comprehensive virtual and document-based inspections to assess property conditions and ensure strict compliance with insurance policy standards.
- Engaged with underwriters to clarify inspection findings, contributing key data to risk assessment and the final underwriting decision-making process.
- Utilized advanced inspection tools and software to streamline data collection and enhance reporting accuracy.
- Collaborated directly with clients to gather crucial documentation, improving the accuracy and efficiency of the overall insurance assessment process..
Customer Service Specialist
Elevate Teams
San Francisco, California
01.2024 - 07.2024
- Provided Services for Incline Insurance
- Issue both easy and complex Certificates of Insurance (COIs) in accordance with client needs and regulatory requirements.
- Manage the processing of New Business and Renewals of insurance policies, ensuring all documentation is complete and accurate.
- Handle policy cancellations, ensuring all protocols are adhered to and client communications are clear.
- Resolved customer inquiries and issues through effective communication, enhancing overall satisfaction and loyalty.
- Managed customer accounts and maintained accurate records to ensure seamless service delivery and compliance..
Underwritter Assistant
Call Patty Insurance
02.2023 - 06.2023
- Serve as a point of contact for customer inquiries, assisting them with any questions or concerns regarding their policies and coverage. Also review and manage quotes or proposals provided by carriers, ensuring that they meet customer needs and expectations.
- Prepare and issue binders and insurance policies to ensure customers have the necessary documentation and coverage details.
- Processed and validated insurance documents, ensuring compliance with industry regulations and enhancing operational efficiency.
- Conducted regular audits of processed documents, identifying discrepancies and implementing corrective measures to maintain data integrity
- Processed and reviewed a high volume of transportation documents, ensuring compliance with industry regulations and accuracy.
Education
Fonoaudiology -
Laica Eloy Alfaro De Manabi University
Manta, Ecuador06-2021
Skills
- Risk assessment and management
- Experienced in CRM systems including Applied Epic, Agency Matrix, Zoho Desk and Stone Eagle
- Regulatory compliance assessment
- Policy underwriting
- Claims processing
- Data Entry
Timeline
CUSTOMER SERVICE & CLAIMS SPECIALIST
BUOY STAFFING
11.2025 - Current
Insurance Liaison
Blue Star Brothers
03.2025 - 10.2025
Insurance Inspector
Ate Logo Ventures
07.2024 - Current
Customer Service Specialist
Elevate Teams
01.2024 - 07.2024
Underwritter Assistant
Call Patty Insurance
02.2023 - 06.2023
Fonoaudiology -
Laica Eloy Alfaro De Manabi University