Kelly Speelman
Cornelius,OR
Summary
Office Manager- Insurance Producer at AIM Insurance Agency with a proven track record in enhancing operational efficiency and delivering exceptional customer service. Skilled in office administration and organizational management, I successfully quoted insurance for personal lines and commercial lines, issued policies, implemented effective filing systems and trained staff, contributing to a streamlined workplace and improved client satisfaction.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Office Manager- Insurance Producer
AIM Insurance Agency
06.2000 - 05.2025
- Managed office supplies inventory, ensuring availability and organization of essential materials.
- Assisted in maintaining office equipment, coordinating repairs and routine maintenance schedules.
- Implemented filing systems to enhance document retrieval and improve workplace efficiency.
- Monitored office cleanliness and maintenance, liaising with vendors to ensure compliance with standards.
- Participated in onboarding processes for new employees, providing orientation on office procedures.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
- Quoted personal and commercial lines business and issued polices.
Education
High School Diploma -
Del Norte High School
Crescent City, CA06-1979
Skills
- Customer service
- Office management
- Organizational skills
- Office administration
Certification
Oregon Insurance Producer License
Washington Producer Insurance license
Languages
English
Native or Bilingual
Timeline
Office Manager- Insurance Producer
AIM Insurance Agency
06.2000 - 05.2025
High School Diploma -
Del Norte High School
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