María Pacheco Cruz
Rockford
Summary
Bilingual economist with over six years of experience in the insurance industry, specializing in client service, underwriting support, collections, and risk management. Demonstrated ability to analyze data, generate financial reports, and develop client-focused insurance solutions. Proven success in leading customer service teams, managing policy portfolios, and ensuring regulatory compliance. Focused and dedicated insurance professional with several years of experience providing superior customer service and rates for policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Insurance Agent Recruiter
Seguros Monterrey New York Life
06.2025 - Current
- Lead the end-to-end recruitment process for insurance agent candidates, including sourcing, screening, and interviewing.
- Conduct behavioral and competency-based interviews to assess candidates' sales potential, alignment with company culture, and regulatory suitability.
- Manage and update applicant tracking systems, and maintain detailed digital folders for each profile to ensure compliance and proper documentation.
- Collaborate with regional managers and training teams to align recruitment strategies with business goals and territory needs.
- Design and deliver informative sessions about the insurance career path to attract and retain top talent.
- Monitor recruitment metrics, such as interview-to-hire ratio and onboarding success, to improve selection processes.
- Support new agent onboarding, and ensure a smooth transition into training and licensing programs.
Lockton Mexico
Mexico City
01.2023 - 09.2024
- Company Overview: Insurance Brokerage
- Led a team of client service advisors, ensuring delivery of high-quality customer support.
- Developed and implemented strategies to improve client satisfaction and retention.
- Managed daily operations, handled complex customer inquiries, and maintained service standards.
- Insurance Brokerage
Financial Analyst – Transport Regulatory Authority
ORT
Mexico
09.2024 - 05.2025
- Developed and maintained financial models for infrastructure and investment projects in transportation sector.
- Analyzed budget proposals and profitability metrics for national transportation corridors.
- Prepared technical reports and financial forecasts to guide public-private partnership decisions.
- Collaborated with legal and technical teams to ensure financial viability and regulatory compliance.
- Provided insights to optimize subsidy allocation and enhance cost efficiency across regulated projects.
Collections, Revenue & Commissions Specialist
Grupo Interesse
Mexico City
01.2018 - 01.2023
- Company Overview: Insurance & Bonds
- Oversaw revenue tracking and commission payments across multiple corporate accounts.
- Created executive dashboards and financial reports for decision-makers.
- Managed the end-to-end electronic invoicing process using SAP.
- Insurance & Bonds
Senior Account Executive
Grupo Interesse
Mexico City
01.2018 - 01.2023
- Company Overview: Insurance & Bonds
- Provided personalized insurance advisory and managed full policy lifecycles.
- Developed tailored coverage plans based on risk exposure and client needs.
- Delivered periodic reporting on operations, claims, and account performance.
- Insurance & Bonds
Account Executive
Videojet Technologies Mexico
Mexico City
01.2017 - 01.2018
- Handled purchase orders and service request management.
- Assisted clients with product functionality and contractual terms.
- Resolved billing and collections disputes.
Education
Bachelor's Degree - Economics, Administration and Planning
National Autonomous University of Mexico (UNAM)
Mexico CitySkills
- Risk analysis and assessment
- Policy and claims management
- Underwriting support and reporting
- Revenue analysis
- Cross-functional collaboration
- Customer relationship management
- Microsoft Office 365 proficiency
- SAP expertise
Relocation - From
Mexico City
Languages
English
Professional
Spanish
Native/ Bilingual
Certification
- Advanced Excel Certification – National Autonomous University of Mexico (UNAM), 2022
- Customer Experience & Service Excellence Certificate – Tecnológico de Monterrey (ITESM), 2021
Timeline
Insurance Agent Recruiter
Seguros Monterrey New York Life
06.2025 - Current
Financial Analyst – Transport Regulatory Authority
ORT
09.2024 - 05.2025
Lockton Mexico
01.2023 - 09.2024
Collections, Revenue & Commissions Specialist
Grupo Interesse
01.2018 - 01.2023
Senior Account Executive
Grupo Interesse
01.2018 - 01.2023
Account Executive
Videojet Technologies Mexico
01.2017 - 01.2018
Bachelor's Degree - Economics, Administration and Planning
National Autonomous University of Mexico (UNAM)
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