Kelly Saavedra
San Diego,CA
Summary
Quality-oriented professional with 3.5 years of experience and a proven knowledge of customer communications, customer needs assessment, and customer service. Aiming to leverage skills to successfully fill the Customer Service, Administrative role at the company. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Insurance Advisor
Farmers Insurance Richard Khasim Agency
07.2020 - Current
- Maintained master calendar between clients and office advisors
- Proof read documents and submit to company for review
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions
- Prepared quotes for prospective clients using company software systems
- Strengthened traceability by developing organization systems for keeping records, reports, and agendas
- Maintained an up-to-date knowledge of insurance regulations, laws and industry trends
- Developed and maintained relationships with clients to ensure customer satisfaction
- Collaborated with cross-functional team to define features and build powerful and easy-to-use products and customer-facing workflow tools
- Maintained schedule of class assignments to meet deadlines
- Displayed strong telephone etiquette, effectively handling difficult calls
- Assisted with onboarding new employees by conducting orientation and company-wide or job-specific training
- Conducted assessments to determine skill gaps of existing personnel
- Designed group presentations and e-marketing campaigns, achieving $20,000 in new business in 2 months.
Administrative Assistant
Farmers Insurance Richard Khasim Agency
07.2020 - 03.2021
- Developed administrative processes to achieve organizational objectives and improve office efficiency
- Maintained accurate department and customer records
- Pleasantly welcomed visitors, answered phone calls, and maintained front reception desk
- Scheduled appointments between clients and customers and internal staff members
- Managed incoming calls while providing information or transferring callers to appropriate personnel
- Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff
- Monitored progress on projects assigned by upper management
- Responded to customer issues to provide immediate resolution and improve retention
- Sorted and distributed incoming faxes, letters and emails for office distribution
- Entered data into spreadsheets using Microsoft Excel or other similar programs
- Created and maintained up-to-date records related to customer accounts or financial transactions
- Managed daily invoices, reports and proposals
- Ensured that all relevant paperwork was completed accurately prior to submission for approval
- Monitored incoming emails and responded accordingly in a timely manner
- Took detailed notes in meetings and disseminated information afterward.
Remote Front Office Administrator
Mission Neighborhood Health Center
01.2020 - 07.2020
- Answer and delegate calls as needed
- Collect reports in a timely manner from other coordinators
- Order office supplies
English Educational Coordinator
John F. Kennedy Bilingual School
09.2018 - 11.2019
- Event Coordinator for Parent/ Teacher meetings
- Coordinator Assistant to English department
- Photocopies, transcripts and translations at department
- Teacher planner supervisor
Education
Associate of Arts - Law Pathways
San Diego Mesa College
08.2025
Associate of Applied Science: Business Economics -
San Diego Mesa College
12.2024
High School Diploma -
Jaime Torres Bodet
11.2019
Skills
- Fluent Bilingual-English/Spanish
- 45 WPM
- Multi-task
- Problem assessment
- Creative problem solving
- Interpersonal skills
- Leadership abilities
- Highly Organized
- Document preparation
- Account Management
Certification
- Programming for Everybody (Getting started with Python) University of Michigan
- Certificate in Personal Financing, University of California Los Angeles
- Insurance Personal Lines Broker CA License
Accomplishments
Sales Agent of the Year (2022)
Personal Information
Title: Customer Service | Administrative | Educational
References
References available upon request.
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Chinese (Mandarin)
Elementary
Timeline
Administrative Assistant
Farmers Insurance Richard Khasim Agency
07.2020 - 03.2021
Senior Insurance Advisor
Farmers Insurance Richard Khasim Agency
07.2020 - Current
Remote Front Office Administrator
Mission Neighborhood Health Center
01.2020 - 07.2020
English Educational Coordinator
John F. Kennedy Bilingual School
09.2018 - 11.2019
Associate of Arts - Law Pathways
San Diego Mesa College
Associate of Applied Science: Business Economics -
San Diego Mesa College
High School Diploma -
Jaime Torres Bodet
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