Brenda K. Casarez

***** ******* *****

Riverside, California 92503

Phone: 951-***-****

E-mail: ab82te@r.postjobfree.com

OBJECTIVE

To obtain a position as an Administrative Assistant, where I can utilize my skills and

hardworking abilities.

SKILLS

Bilingual: Spanish - Read, Write and Speak

Passed - Department of Justice Live Scan for Riverside County

Proficient in Microsoft Office Suite: Word, Excel, PowerPoint, Outlook, FileMaker Pro and

Access

Able to represent an organization in a professional and positive manner

Ability to handled confidential and sensitive matters with discretion

Self-motivated and able to work independently, with little supervision

Ability to work with others in a professional manner while achieving a common goal

Able to use knowledge, facts, and data to solve problems effectively

Able to assess a situation, seek multiple perspectives, gather information, and identify key

issues

Effective Communication Skills: Able to communicate well, to listen, read, write and

speak

Able to meet quality standards for services, and customer satisfaction

Knowledge of principles and processes for providing excellent customer and personal

services

Able to analyzing data and information

Able to prioritize and meet deadlines

Planning skills to conceptualize and execute successful programs

Ability to manage multiple assignments and tasks, set priorities and complete projects in

a timely manner

Ability to enforce policies and procedures in a leadership capacity

Excellent interpersonal skills to develop positive relationships with peers and colleagues

Able to follow written and oral instructions

Committed to achieving excellence

EXPERIENCE

October 2012 – Present

Office Assistant / Volunteer

Riverside County, Riverside, CA

Provide excellent customer service, CIV data entry, knowledge of office procedures,

general data entry, filing, telephone calls and internet research. Assist customers by

referring them to sources of information, giving out standard forms and explaining how

Brenda K. Casarez

to complete them. Assist customers and answering their questions regarding various

computer programs, including Microsoft Word, Excel 2010, Excel 2010- Basic,

Intermediate and Advanced classes; Basic class- taught basic functions and features of

Excel 2010, Intermediate class- taught how to create workbook templates, charting

techniques and apply cell names, taught advanced formatting options including styles,

themes, and backgrounds, Advanced class- taught advanced formulas. Create and

complete resumes for customers. Assist and prepare classrooms for various orientation

programs. Create Excel sheets, flyers, and type job leads. Assist upper management

with organizational projects. Other duties as assigned.

November 2011 – November 2012

Public Relations Coordinator / Volunteer

VO International, Santa Ana, CA

Established and maintained an effective working relationship. Serve as the primary

liaison between the customers and the organization. Assisted public and potential

customers by referring them to sources of information and available resources.

Explained and helped customers complete forms; answered their questions by

consulting various available sources. Explained and reviewed rules, regulations,

policies, and company procedures with customers. Responded to routine telephone

calls or office visits from clients reporting changes or requesting information status of

their application. Prepared and maintained documents associated with the services

process; maintained records for use in the development of workload and productivity

statistics. Designed and created newsletters, assisted with events and event planning.

Prepared and verified payroll time sheets. Recruited and trained new staff. Worked

cooperatively with customers and staff. Managed and directed front office; scheduled

appointments. Prepared correspondence and reports; including filing, indexing and

cross-referencing. Maintained and gathered informational and operational records,

prepared correspondence and reports. Handled confidential and sensitive matters with

discretion; handled complaints in an effective manner. Other duties as assigned.

November 2005 – October 2011

Executive Administrator

McRae Associates, Anaheim, CA

Prepared and processed insurance applications for customers and brokers. Gathered

and verified information according to standards and procedures. Conducted pre-

screening and other interviews with applicants and clients using standardized forms to

obtain personal and financial data required to determine eligibility. Interviewed potential

customers and clients and obtained their personal and financial information, and

accurately recorded this information. Verified the accuracy of information received.

Obtained additional information to resolve discrepancies in the applications and

declarations by telephone, correspondence, or personal interviews. Reviewed customer

and broker applications for completeness and accuracy; submitted applications to

insurance companies for possible coverage and issuance. Created, issued, and printed

Certificates of Insurance and Insurance Binders, verified accuracy and distributed to

appropriate customers. Resolved undeliverable and returned mail within established

timeframes. Prepared and maintained documents associated with the application and

Brenda K. Casarez

issuance of insurance policies. Requested and reviewed insurance coverage

verifications, Motor Vehicle Reports and Background checks. Prepared and processed

issuance of policies and endorsements. Provided applicants and customers with

standard forms and requested that routine verification forms be completed and returned;

reviewed forms for completeness when returned by the applicant or client. Responded

to routine telephone calls and office visits from clients reporting changes to their policy

or requesting information status of their application. Explained and reviewed coverage,

rules, regulations, policies, and company procedures with customers. Maintained and

prepared financial agreements. Assisted clients with completing application forms for

finance agreements or other financial assistance. Processed finance agreements with

financial institutes; required mathematical computation and basic arithmetic

computation. Performed clerical work that required the application of laws, policies, and

company procedures. Managed and directed front office; scheduled appointments.

Provided high quality service at all times by actively listening to the concerns of the

callers, by determining their needs and redirecting them to relevant state resources.

Directed customers to the proper insurance representative and/or agent/broker. Initiated

responses to routine correspondence; composed correspondence and other materials

requiring the application of subject matter knowledge. Maintained customer files;

compiled data and prepared routine reports related to customer service and the

issuance of customer policies. Interviewed, hired, trained and supervised staff;

delegated assignments. Maintained the storage of standardized formats and forms,

responsible for record keeping. Maintained daily calendars, meeting agendas,

conference calls. Maintained records for use in the development of workload and

productivity statistics. Handled and processed Workers’ Compensation and Property &

Casualty insurance claims. Handled confidential and sensitive matters with discretion;

handled complaints in an effective manner. Established and maintained an effective

working relationship. Served as the primary liaison between the customers and

insurance brokers.

June 2003 – November 2005

Customer Service Representative

ALE Services, Ontario, CA

Under general supervision, performed a wide variety of clerical functions; served as

primary liaison between customers and insurance brokers. Managed and directed front

office; scheduled appointments. Directed all incoming phone calls for customer service

and company sales. Prepared and processed insurance applications for customers and

brokers. Gathered and verified information according to standards and procedures.

Verified the accuracy of information received. Interviewed potential customers and

clients and obtained their personal and financial information, and accurately recorded

this information. Verified the accuracy of information received. Requested and reviewed

customer Motor Vehicle Reports related to driving records and issuance of insurance

coverage. Reviewed customer and broker applications for completeness and accuracy;

submitted applications to insurance companies for possible coverage. Prepared and

maintained documents associated with the application and issuance of insurance

policies. Prepared and processed policy changes and endorsements. Maintained

customer files, record keeping and filing. Performed clerical work that required the

application of laws, policies, and company procedures. Explained and reviewed

Brenda K. Casarez

coverage, rules, regulations, policies, and company procedures with customers.

Provided applicants and clients with standard forms and requested that routine

verifications forms be completed and returned; reviewed forms for completeness when

returned by the applicant or client. Explained and reviewed coverage, rules, regulations,

policies, and company procedures with customers. Maintained and prepared financial

agreements. Assisted clients with completing application forms for finance agreements

or other financial assistance. Maintained and prepared financial agreements. Processed

finance agreements with financial institutes; required mathematical computation and

basic arithmetic computation. Created, issued, and printed Certificates of Insurance and

Insurance Binders, verified accuracy and distributed to appropriate customers.

Resolved undeliverable and returned mail within established timeframes. Handled and

processed Workers’ Compensation and Property & Casualty insurance claims. Handled

confidential and sensitive matters with discretion. Established and maintained an

effective working relationship. Served as the primary liaison between the customers and

insurance brokers. Other duties as assigned.

May 2000 – June 2003

Receptionist / Customer Service Representative

Allstate Insurance Company / Independent Agent-Broker, Riverside, CA

Managed and directed front office; scheduled appointments. Prepared and maintained

records & company reports; including preparing correspondence and requesting Motor

Vehicle Reports. Routed customers to proper insurance representative and/or

agent/broker. Explained and reviewed coverage, rules, regulations, policies, and

company procedures with customers. Reviewed customer and broker applications for

completeness and accuracy; submitted applications for possible coverage. Operated a

variety of standard office equipment. Other duties as assigned.

CERTIFICATES

Property & Casualty / Code & Ethics, Diamond Bar, CA

-Pre-Licensing Certificate of Completion

EDUCATION

La Sierra High School, Riverside, CA

-High School Diploma

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