Kevin Gajardo
Experienced with managing office environments and coordinating administrative tasks to support organizational goals. Utilizes strong organizational skills and effective communication to enhance team productivity. Track record of implementing efficient processes and maintaining high standard of operational excellence.
Professional administrator with proven ability to streamline operations and enhance productivity. Adept at coordinating teams, managing resources, and driving projects to successful completion. Strong focus on collaboration, problem-solving, and adapting to changing needs. Skilled in office management, strategic planning, and effective communication.
Work History
Participant & Administrator Support Specialist
2 Years 7 Months- Participant Tier 1 Support Responsibilities: I support participants with their different distribution requests, such as those for hardship, termination of employment, in-service withdrawals, plan terminations, 401k loans, and rollovers.
- Participant Tier 2 Support Responsibilities: I also investigate contribution discrepancies and implement suitable solutions for all participants. Furthermore, I assist participants with new distribution requests, including Required Minimum Distributions (RMDs), Qualified Domestic Relations Orders (QDROs), and force-outs.
- Maintained personnel records and updated internal databases to support document management.
- Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
- Administrator Tier 1 & 2 Support Responsibilities: I provide support to company administrators for payroll, billing, contributions, participants, and a wide range of other needs. This involves interprofessional collaboration with departments such as finance, compliance, and benefits processing.
Sales Development Representative
7 Months- Developed and maintained positive relationships with key decision-makers and influencers.
- Utilized SalesForce, Albatross to manage sensitive client information and update existing and new client profiles.
- Developed successful strategies for identifying and converting prospective clients to long-term customers.
- Conducted market research to identify potential opportunities and understand customer needs.
Bilingual Sales Advisor
1 Year 7 Months- Gathered information from prospective customers to identify solar energy needs.
- Scheduled and followed through with Leads and Solar appointments with customers.
- Followed-up with warm prospects to deepen connections and convert leads.
- Generated solar energy customer leads to develop new accounts.
Sales Representative
5 Months- Drove store revenue by offering customers accessories and related purchases to complete selections.
- Generated new leads through networking and attending industry events.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
Solar - Default Manager
2 Years 2 MonthsNegotiated agreements between employees to clarify misunderstood directions and resolve conflicts affecting performance
Worked with customers to understand requirements and provide exceptional Customer service
Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions
Compiled customer feedback and recommended
Education
Associate of Science
Business Administration And Management
High School Diploma - Alder
Provided excellent customer service and ensured customer