Lucia Saucedo
Lehigh Acres,FL
Summary
Energetic Office Manager equipped to support day-to-day operational functions and accomplish business goals. Blends advanced organizational, technical and business expertise to enhance workflows. Focused on attentively assisting office staff and customers and identifying opportunities for improvement.
Overview
22
22
years of professional experience
Work History
Office Manager
First Acceptance Insurance
Fort Myers , Florida
11.2020 - Current
- Developed and implemented office policies and procedures.
- Assisted with the preparation of budgets, forecasts and financial statements.
- Supervised staff members, organized schedules and delegated tasks.
- Maintained filing system for records, correspondence and other documents.
- Ordered supplies and equipment to maintain adequate inventory levels.
- Provided administrative support to management team including preparing reports and presentations.
- Answered phone calls, responded to emails, routed mail and coordinated courier services.
- Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
Insurance Agent
State Farm
Fort Myer, FL
09.2002 - 09.2019
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Conducted research to identify competitive rates and benefits offered by other providers.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Provided customers with information regarding plan features, pricing, and availability.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Maintained accurate records of all insurance transactions using computer software systems.
Education
High School Diploma -
Lake Placid High School
Lake Placid, FL05-2001
Skills
- Policy Development
- Operations Management
- Billing
- Office Management
- Customer Service
- Data Entry
- Staff hiring
- Employee Supervision
- Staff Management
- Team Supervision
- Employee Training
Timeline
Office Manager
First Acceptance Insurance
11.2020 - Current
Insurance Agent
State Farm
09.2002 - 09.2019
High School Diploma -
Lake Placid High School