Kelly Nguyen
San Diego,CA
Summary
Quality-focused, committed to approaching administrative tasks with tenacity and attention to detail. Continually maintain a positive attitude while interacting with demanding clients.
Highly organized and detail-oriented Office Assistant with years of billing, insurance claims and appointment scheduling. Going above and beyond basic administrative tasks and take on multiple projects at once. Excellent work ethic and strength in boosting company morale. Reliable and knowledgeable with exceptional data entry and customer service skills.
Organized Wedding Planner passionate about creating exceptional client experiences through careful planning and execution. Coordinating multiple, concurrent activities to deliver perfect event execution and great customer satisfaction. Friendly and engaging with strong communication and interpersonal skills and strong attention to detail.
Overview
9
9
years of professional experience
Work History
Permit Coordinator
Bright Ops
San Diego, CA
10.2023 - Current
- Provided administrative support to permit coordinators and other personnel.
- Created and maintained accurate records of permits, applications, and related documents.
- Assisted with the coordination of activities between multiple departments for permit processing.
- Maintained updated knowledge of applicable state and local laws, regulations, and requirements related to permits.
- Prepared reports summarizing status of pending permits or issued permits.
- Submitted permit applications to appropriate agencies, cities & AHJ's in a timely manner.
- Reviewed completed permit applications for accuracy and completeness prior to submission.
- Processed payments associated with permitting activities as required by regulations or policies.
- Monitored progress of submitted permit applications until approved or denied by agency authorities.
- Responded promptly to inquiries from customers regarding permit status or general questions about permitting processes.
Wedding Planner
Details by Kellie
San Diego, CA
01.2015 - 02.2024
- Planned event details such as decor, timelines, catering, entertainment, and music.
- Resolved day-of issues with creative problem-solving to seamlessly execute events.
- Communicated with clients across event planning and execution to deliver exceptional customer satisfaction.
- Partnered with bride and groom to plan weddings and receptions with up to 400 attendees.
- Liaised with vendors, negotiated contracts, coordinated payments and supervised event activities.
- Complied with insurance, legal, venue and health and safety obligations.
- Coordinated and allocated equipment, supplies and staff for events.
- Chose facilities, inspected spaces and planned set up and execution to exceed client expectation.
- Designed contracts, collected fees and booked venues for events.
- Created program activities, agendas and budgets based on client requirements.
- Organized guest support services for guests to meet accommodation, transportation and service needs.
- Followed local regulations for events and obtained necessary permits.
- Conferred with customers to gather event requirements and explore opportunities.
- Selected catering services for different types of events, balancing cost, menu and term options against client demands.
- Oversaw advanced event registration and day-of check-in to handle high volume of guests.
- Managed safe and smooth food delivery at banquets, conferences and social events.
- Arranged security, printing and supply vendors to meet unique requirements of each event.
Project Manager Team Leader
Sunrun Solar
San Diego, CA
12.2018 - 05.2023
- Orchestrated project schedules by outlining incremental milestones.
- Handled daily email and phone interactions with clients to provide updates on projects and handle issues.
- Followed Sunrun best practices, company policies and standards with each assignment.
- Replenished, counted and tracked supplies.
- Updated computer tracking logs and details.
- Monitored performance of project team members to provide performance feedback.
- Identified project needs by reviewing project objectives and schedules.
- Conferred with project personnel to identify and resolve problems.
- Produced thorough, accurate and timely reports of project activities.
Solar Project Manager
Bright Planet Solar
San Diego, California
Aug 2017 - 12.2018
- Copied, logged and scanned supporting documentation.
- Entered details such as payments, account information and call logs into the computer system.
- Obtained documents, permits, certificates and approvals from local, state, cities, and counties.
- Responded to customer requests via telephone and email.
- Worked directly with [departments, clients, management] to achieve [result].
- Researched and updated all required materials needed for design team, account management, and sales partners
- Analyzed departmental documents for appropriate distribution and filing.
- Set up, schedule and coordinate Main Panel Upgrades with Sub-Contractors and Utility Companies
- Apply and submit applications for Generation Meter Adapters and Renewable Meter Adapters
- Schedule and coordinate inspections with local cities and counties
- Order materials and placards from vendors
- Prepared vendor invoices and processed incoming payments.
- Coordinate projects and manage schedule for installs.
- Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of office personnel and activities.
- Handled all incoming business and client requests for information.
- Created reports and presentations.
- Maintained computer and physical filing systems.
Insurance Agent
Farmers Insurance Group
San Diego, CA
Jul 2012 - Sep 2016
- Identified issues and took appropriate action to ensure speedy resolution.
- Displayed a consistent positive attitude towards customers, peers and other personnel.
- Upsold additional products and services after identifying the needs of customers.
- Responded to customer calls within [Number] hours so that questions were answered swiftly.
- Spent ample time with each customer going over and explaining documents to ensure that they understood key information.
- Conducted annual reviews of existing policies to update information.
- Evaluated the accuracy and quality of data entered into the agency management system.
- Met with [Number] existing and prospective clients each week to select appropriate insurance policies.
- Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
- Followed up with customers on unresolved issues.
- Calculated premiums and established payment methods for sales.
- Negotiated new and renewal production goals with business development manager.
- Implemented improvements in manual and electronic billing procedures.
- Calculated quotes and educated potential clients on insurance options.
- Met with prospective customers and business owners in their homes, businesses and other settings.
- Reviewed, classified, coded and rated applications.
- Tracked the progress of all outstanding insurance claims.
- Analyzed sales volume, retention and loss ratio trends to identify areas for improvement.
- Finalized sales and collected necessary deposits.
Permit Runner / Office Assistant
Zing Solar
San Diego, California
Sep 2016 - Aug 2017
- Obtained documents, permits, certificates and approvals from local cities, counties and AHJs.
- Analyzed departmental documents for appropriate distribution and filing.
- Responded to customer requests via telephone and email.
- Entered details such as payments, account information and call logs into the computer system.
- Copied, logged and scanned supporting documentation.
- Obtained signatures for financial documents and internal and external invoices.
- Organized all new hire, security and temporary paperwork.
- Reviewed timesheets, work charts, and time cards for completeness
- Compiled and recorded employee time and payroll
- Planned and coordinated safety meetings for solar installers.
- Ordered all office supplies including ink cartridges, toner, and paper.
- Managed office supplies, vendors, organization and upkeep.
- Assisted with company event planning for special occasions and holidays
- Maintained a clean reception area, including lounge and associated areas.
Education
High School Diploma -
Scripps Ranch High School
San Diego, CA2012
Skills
- Technical support
- Customer service-oriented
- Excellent communication skills
- Invoice processing
- Administrative support
- Excellent planner and coordinator
- Office management
- Conference planning
- Appointment setting
- Filing and data archiving
- Social media knowledge
- Accounts payable / accounts receivable
- Project management
- Flexible
- Payroll
- Data entry
- Expense reporting
- Accurate and detailed
- Customer service
- Project planning
- Professional phone etiquette
- Teamwork and collaboration
- Scheduling
- Schedule Management
- Vendor Relations
- Client Consultations
- Signage and Display Preparation
- Conference and Convention Planning
- Social Media Marketing
- Digital Marketing
- Venue Selection
- Event Planning
- Creativity and Adaptability
- Catering Coordination
- Special Events Planning
- Food Service Oversight
- Vendor Management
- Event Budgeting
Websites
Languages
- Bi-lingual Vietnamese & English
Timeline
Permit Coordinator
Bright Ops
10.2023 - Current
Project Manager Team Leader
Sunrun Solar
12.2018 - 05.2023
Wedding Planner
Details by Kellie
01.2015 - 02.2024
Solar Project Manager
Bright Planet Solar
Aug 2017 - 12.2018
Insurance Agent
Farmers Insurance Group
Jul 2012 - Sep 2016
Permit Runner / Office Assistant
Zing Solar
Sep 2016 - Aug 2017
High School Diploma -
Scripps Ranch High School
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