Summary
Overview
Work History
Education
Skills
Timeline
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Daniel Sanchez Esparza

Daniel Sanchez Esparza

Graduate In Law
Aguascalientes

Summary

Accomplished Attorney with a proven track record at Municipio Aguascalientes, leveraging strong negotiation skills and a goal-oriented mindset to minimize legal exposure and liability. Expert in Microsoft Office Suite, excel in client relationship building and have significantly reduced litigation risks. Achieved favorable settlements, demonstrating exceptional documentation and customer service skills.

Overview

5
5
years of professional experience
6
6
years of post-secondary education
2
2
Languages

Work History

Agent Representative

NR Finance
03.2024 - Current
  • Managed a diverse portfolio of accounts, maintaining high levels of client retention and satisfaction.
  • Provided exceptional support to clients during the onboarding process, fostering strong relationships.
  • Worked closely with management to identify potential areas for growth within existing client base.
  • Developed a strong understanding of various product offerings, enabling informed recommendations to clients.
  • Maintained meticulous records of all client interactions and transactions for future reference and analysis.
  • Resolved customer complaints effectively, ensuring continued loyalty and repeat business.
  • Responded to customer requests for products, services, and company information.
  • Met customer call guidelines for service levels, handle time and productivity.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.

Legal Advisor

Municipio Aguascalientes
11.2022 - 02.2024
  • Reduced potential litigation risks by conducting thorough research and providing preemptive solutions to clients.
  • Directed and supported staff with business registrations and other legal requirements.
  • Streamlined contract negotiation processes, ensuring compliance with applicable laws and regulations.
  • Monitored state and federal regulations to keep company up to date with changing laws.
  • Maintained strict confidentiality while managing sensitive information related to clients'' legal affairs.
  • Advised executive teams on proper corporate governance practices, minimizing legal exposure and liability.
  • Drafted and reviewed contracts and other legal documents to support client needs.
  • Analyzed legal documents and identified pertinent issues for clients.
  • Researched and wrote contracts, agreements and proposals.
  • Created and finalized contracts and other legal documents for clients.
  • Reviewed and analyzed pertinent state and federal laws and legal precedents.

Loss Adjuster

Ajustes Y Asesoría En Seguros Lule S.A De C.V.
05.2022 - 10.2022
  • Supported business continuity planning by conducting risk assessments on potential losses due to natural disasters or unforeseen events.
  • Reduced claim processing time by efficiently investigating and analyzing complex insurance claims.
  • Improved efficiency by implementing streamlined procedures for claims handling and documentation management.
  • Negotiated fair settlements, balancing the interests of both policyholders and the insurance company.
  • Leveraged strong negotiation skills to achieve mutually agreeable resolutions in disputed claims situations.
  • Maintained up-to-date knowledge of industry regulations, trends, and emerging issues through continuous professional development courses.
  • Interpreted policy language accurately, ensuring appropriate coverage determination for each claim scenario.
  • Developed comprehensive reports detailing claim findings, supporting efficient decision-making processes.
  • Conducted thorough field investigations for accurate assessment of property damages and loss valuations.
  • Collaborated with legal counsel on litigated claims, providing necessary documentation and evidence to support case resolution efforts.
  • Managed high caseloads effectively while maintaining quality standards and adhering to strict deadlines.
  • Answered customer questions regarding deductibles.
  • Prepared summaries of damage, payments, and policy coverage.
  • Examined claims forms and other records to determine insurance coverage.
  • Reviewed police reports, medical treatment records, and physical property damage to determine extent of liability.
  • Negotiated with policyholders and claimants to reach mutually satisfactory resolutions.
  • Verified insurance claims and determined fair amount for settlement.
  • Researched claims and incident information to deliver solutions and resolve problems.
  • Read over insurance policies to ascertain levels of coverage and determine whether claims would receive approvals or denials.

Attorney

Independant
01.2020 - 10.2022
  • Researched and interpreted laws, rulings and regulations to advise clients on business and legal transactions.
  • Participated in mediation sessions leading to cost-effective resolutions without resorting to lengthy trial procedures.
  • Drafted comprehensive legal documents such as pleadings, motions, briefs, contracts, wills, and trusts for various clients.
  • Drafted and reviewed contracts for clients, ensuring accuracy and compliance with applicable laws while protecting their interests.
  • Managed complex caseloads effectively by prioritizing tasks and keeping organized records of case materials.
  • Conducted thorough due diligence investigations to uncover critical information pertinent to clients'' legal matters.
  • Achieved successful case outcomes by researching legal issues and drafting persuasive arguments.
  • Negotiated favorable settlements, minimizing litigation costs and time spent in court.

Education

Diploma - Compliance

Universidad Cuauhtémoc
Aguascalientes, Mexico
09.2023 - 11.2023

Master - Corporate Law

Universidad Cuauhtémoc
Aguascalientes, Mexico
08.2021 - 08.2023

Bachelor - Law

Universidad Cuauhtémoc
Aguascalientes, Mexico
08.2016 - 12.2019

Skills

Strong negotiation skills

Client relationship building

Training and mentoring

Goal-oriented mindset

Call center experience

Microsoft Excel

Customer service

Documentation

Microsoft Office Suite

Timeline

Agent Representative

NR Finance
03.2024 - Current

Diploma - Compliance

Universidad Cuauhtémoc
09.2023 - 11.2023

Legal Advisor

Municipio Aguascalientes
11.2022 - 02.2024

Loss Adjuster

Ajustes Y Asesoría En Seguros Lule S.A De C.V.
05.2022 - 10.2022

Master - Corporate Law

Universidad Cuauhtémoc
08.2021 - 08.2023

Attorney

Independant
01.2020 - 10.2022

Bachelor - Law

Universidad Cuauhtémoc
08.2016 - 12.2019
Daniel Sanchez EsparzaGraduate In Law