Gabriela Pacheco
Summary
Talented Owner with excellent marketing, customer service and facility oversight skills. Self-motivated professional successful in seizing viable opportunities for expansion and innovation in business. Background in increasing profits, reducing costs and transforming customer service standards. Experienced in leading and supervising operational and sales teams.
Overview
9
9
years of professional experience
Work History
Owner/Agent
Pacheco Insurance Agency
05.2023 - Current
- Managed day-to-day business operations.
- Consulted with customers to assess needs and propose optimal solutions.
- Trained and motivated employees to perform daily business functions.
- Established foundational processes for business operations.
- Calculated quotes and educated potential clients on insurance options.
- Promoted products and services using upselling and other sales strategies.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
Insurance Producer - Client Manager
Jim Finnerty State Farm
08.2018 - 02.2023
- Handled complaints, provided appropriate solutions and alternatives within appropriate timeframes and followed up to achieve resolution.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Maintained client interactions, client notes, and other information while managing over 50 customer interactions per day.
- Cross-sold insurance products to existing clients to reach sales targets.
- Handled customer inquiries and suggestions courteously and professionally.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Medical Interpreter - Spanish, Haitian Creole
International Language Services
11.2016 - 08.2018
- Provides resource services on issues of cultural differences to patient care staff, physicians and monitors the patient's understandings of the information conveyed and keeps medical staff informed as to the level of the patients understanding
- Followed ethical codes to protect confidentiality of patient medical information.
- Explained hospital policies and procedures to provide assistance to patients with limited English proficiency.
- Translated documents about treatment directions and helped non-English speaking patients fill out medical forms.
- Served as medical interpreter for patients and staff clinical encounters by delivering accurate, skilled interpretations to facilitate effective communications.
Medical Records Invoicer
Midwest ROI
09.2015 - 11.2016
- Responsible for auditing medical records & processing invoices
- Would have to meet daily quota goals of productivity
- Sort, weigh & mail out invoices to clients
- Assist the workflow coordinator with day to day operation of invoicing department.
- Maintained confidentiality of all medical records and sensitive information to comply with HIPAA regulations.
- Entered invoice data into company's invoicing system to enable proper tracking and record keeping.
- Reviewed invoices for accuracy and completeness prior to issuing payments.
- Handled accounts payable activities to facilitate accurate payment of bills and expenses.
Therapy Technician
Quality Therapy Consultation
06.2014 - 09.2015
- Transports patients to and from designated therapy area
- Assists therapists in activities for patients
- Assists in filing patient paperwork in collaboration with the nursing staff.
- Monitored patient's safety and response to exercise intensity to discuss with therapist or assistant.
- Prepared patients to meet with physical therapists.
Education
Certificate - Medical Interpretation
ILS
Chicago2016
Certificate - Interior Design
INFOTEP
Santo Domingo, Dominican Republic2006
Skills
- Insurance Producer Licensed: Property, Casualty, Life - IL, IN
- Consultative Selling Techniques
- Email Marketing
- Customer Relationship Management
- Tri-Lingual
- MS Office
- Attention to Detail
- Flexible and Adaptable
- Data Entry
- Multitasking Abilities
- Dependable and Responsible
Languages
English
Native language
Spanish
Proficient
C2
Timeline
Owner/Agent
Pacheco Insurance Agency
05.2023 - Current
Insurance Producer - Client Manager
Jim Finnerty State Farm
08.2018 - 02.2023
Medical Interpreter - Spanish, Haitian Creole
International Language Services
11.2016 - 08.2018
Medical Records Invoicer
Midwest ROI
09.2015 - 11.2016
Therapy Technician
Quality Therapy Consultation
06.2014 - 09.2015
Certificate - Medical Interpretation
ILS
Certificate - Interior Design
INFOTEP
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