Kendra Purtell
Insurance Operations
Bakersfield,CA
Summary
Results-driven professional with extensive experience in insurance, finance, and education. Proven ability to enhance profitability, drive operational efficiencies, and lead strategic initiatives. Adept at stakeholder engagement, compliance, and leveraging technology to optimize business outcomes. Recognized for problem-solving, adaptability, and a commitment to excellence.
Overview
37
37
years of professional experience
Work History
Certificated Substitute Teacher
Bakersfield City School District, Fruitvale School District, Grow Public Schools, Kern County Superintendent of Schools, Rio Bravo-Greeley School District, Lakeside School District
09.2024 - Current
- Deliver engaging lessons to students in both general and special education classrooms
- Adapt quickly to different grade levels and subjects, along with diverse learning styles
- Establish a structured and respectful learning environment to keep students engaged, ensure smooth classroom operations, and facilitate continuity in the absence of the regular teacher
Vice President
SaveCom
03.2007 - Current
- Support board initiatives for sustainable financial growth
Secretary
Bethel Kiddie Korral
02.2024 - 10.2024
- Maintained Community Connections for Childcare (CCCC) records
- Reviewed records to ensure compliance with state and federal regulations
- Assisted with student enrollment, reviewing immunization records, and monitoring attendance by using and troubleshooting ProCare software
- Planned field trips and coordinated on-campus activities
- Implemented Guardian for background clearances and audited files for compliance with Title 22
- Streamlined supply ordering and internal operational efficiencies
- Identified ways of motivating staff
- Designed graduation programs and promotional flyers, as well as maintaining social media presence
Home & Commercial Claims Specialist
State Farm Insurance
07.2022 - 05.2023
- Managed end-to-end resolution of property claims across multiple states
- Assessed claim merits in accordance with policy contracts and state regulations
- Utilized estimating software to establish equitable payouts
- Ranked as a top-performing claims specialist while maintaining high levels of quality, customer service, and closure rates
Portfolio Management Underwriter
State Farm Insurance
12.1997 - 10.2021
- Led initiatives and product rollouts resulting in gains of more than $18M in Adjusted Operating Profit (AOP), while delivering 100% of work within deadline
- Identified data-driven trends to enhance profitability, growth, and retention
- Designed and implemented internal and external training programs to support adoption of emerging technologies and improve operational efficiencies
- Collaborated with executive leadership to conduct compliance reviews, resolve complex customer concerns, and influence business results
Branch Manager
World Savings & Loan
08.1988 - 01.1999
- Oversaw operations of the largest branch in the district, to include budgeting, hiring, and maintaining stellar customer service levels
Financial Relationship Manager/Assistant Vice President
Bank of America
01.1997 - 12.1997
- Managed financial portfolios for the bank’s top 10% of clients
- Held Series 6 & 63 licenses to provide investment options, along with mortgages and retirement planning solutions
Education
Emergency Substitute Teaching Permit -
Kern County Superintendent of Schools
08.2024
Associate in Insurance -
The Institutes
06.2022
Casualty & Broker Agent License -
California Department of Insurance
04.2001
CBEST Certification -
California Commission on Teacher Credentialing
06.1997
Series 6 & 63 Licenses -
FINRA
04.1997
Bachelor of Science - Business Administration
California State University, Fresno
12.1994
Skills
- Team Management
- Project Coordination
- Stakeholder Engagement
- Data Analysis
- Insurance Underwriting
- Compliance
- Claims Management
- Public Speaking
- Policy Interpretation
- Employee Training
- Process Improvement
- Digital Tools Implementation
- Risk Assessment
- Verbal and written communication
Education Certifications And Licenses
- Emergency Substitute Teaching Permit, Kern County Superintendent of Schools, 08/01/24
- Multi-State Claims Adjuster Licenses, KY, LA, NC, FL, SC, GA, OK, TX, NM, Various Issue Dates
- Associate in Insurance, The Institutes, 06/01/22
- Casualty & Broker Agent License, California Department of Insurance, 04/01/01
- CBEST Certification, California Commission on Teacher Credentialing, 06/01/97
- Series 6 & 63 Licenses, FINRA, 04/01/97
- Bachelor of Science in Business Administration, California State University, Fresno, 12/01/94
Board Member
Vice President, 03/01/07, SaveCom, Support board initiatives for sustainable financial growth
Professional Skills
Team Management, Project Coordination, Stakeholder Engagement, Data Analysis, Insurance Underwriting, Compliance, Claims Management, Public Speaking, Policy Interpretation, Employee Training, Process Improvement, Digital Tools Implementation, Risk Assessment
Community Service
- Junior Achievement - Classroom Instructor
- American Red Cross - Smoke Alarm Installation
- Parent Institute for Quality Education (PIQE) - Classroom Facilitator and Instructor
- Various other local volunteer programs, including mentorship and child car seat safety drives
Timeline
Certificated Substitute Teacher
Bakersfield City School District, Fruitvale School District, Grow Public Schools, Kern County Superintendent of Schools, Rio Bravo-Greeley School District, Lakeside School District
09.2024 - Current
Secretary
Bethel Kiddie Korral
02.2024 - 10.2024
Home & Commercial Claims Specialist
State Farm Insurance
07.2022 - 05.2023
Vice President
SaveCom
03.2007 - Current
Portfolio Management Underwriter
State Farm Insurance
12.1997 - 10.2021
Financial Relationship Manager/Assistant Vice President
Bank of America
01.1997 - 12.1997
Branch Manager
World Savings & Loan
08.1988 - 01.1999
Associate in Insurance -
The Institutes
CBEST Certification -
California Commission on Teacher Credentialing
Series 6 & 63 Licenses -
FINRA
Emergency Substitute Teaching Permit -
Kern County Superintendent of Schools
Casualty & Broker Agent License -
California Department of Insurance
Bachelor of Science - Business Administration
California State University, Fresno
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