KATHERIN SAAVEDRA
Coconut Creek,FL
Summary
Successful and seasoned insurance agent with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
15
15
years of professional experience
Work History
Insurance Agent
Multifunding Agency Inc
12.2013 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
Office Manager
Total Care Medical Center
12.2009 - 12.2013
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Education
High School Diploma -
NORTHEAST HIGH SCHOOL
Fort Lauderdale, FL06.2000
Skills
- Customer Service
- Licensed Insurance Agent
- Professionalism and Ethics
- Quotes and sales
- Customer follow-up
- Policy Knowledge
- Client Retention
- Auto insurance
- Policy writing
- Policy Renewals
- Property insurance
Languages
Spanish
Native or Bilingual
Timeline
Insurance Agent
Multifunding Agency Inc
12.2013 - Current
Office Manager
Total Care Medical Center
12.2009 - 12.2013
High School Diploma -
NORTHEAST HIGH SCHOOL
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