Summary
Overview
Work History
Education
Skills
Relocation - From
Languages
Certification
Timeline
Generic

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 City

Skills

  • 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)
María Pacheco Cruz