Records Clients Services resume example with 3+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK
H: (555) 432-1000
C:
resumesample@example.com
Date of Birth:
India:
:
single:
Professional Summary
Multi-talented consistently rewarded for success in planning and operational improvements. Experience in policy development and staff management procedures positively impacting overall morale and productivity.
Skills
Excellent PC skills, including Windows, Word, Excel, Windows, Social Media (Facebook, Instagram, Twitter)
Creation and maintenance of Webpage
Act Database
Strong Communications skills English-Spanish
Strong Customer Service skills
Client Support
Computer Literate
File and records maintenance
Onsite and remote services
Ability to remain poised under pressure
Ability to empathize with customers.
Work History
Bilingual Customer Service Representative, 06/2020 - 07/2020 Lkq Corp – , CA,
Identified and responded to customer requests and concerns about Taxes through email, online chat and phone for both English and Spanish-speaking customers.
Records/ Clients Services, 04/2019 - 03/2020 Rooms To Go – Brentwood, TN,
Act database use for contact management.
Answer continuing education questions by phone and or email.
Process new orders for webinars.
Add to calendar for each course chosen.
Check and update Insurance Agent gent information in Act based on order info.
Add agent to Constant Contact database.
Send multiple FAQ email to agent confirming their order and providing webinar.
Type 35 certificates for completed courses and email to agents.
Web-ex reports and emergency phone number in Act.
Worked with Insurance Agents customers to understand needs and provide information about their CE options.
Managed quality assurance program, including on-site evaluations, internal audits and customer surveys.
Participated in meetings to discuss new procedures, flash sales and new opportunities to improve customer service.
Performed administrative duties, including answering phone calls, taking payments over phone and typing certificates, emails, letters, etc.
Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
Monitored social media and online sources for industry trends.
Followed all policies, regulations.
Improved operations and provided exceptional client support.
Maintained excellent attendance record, consistently arriving to work on time.
Tax Preparer, 09/2007 - 04/2010 Fred Hutchinson Cancer Research Center – Multiple Locations, WA,
Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
Interviewed Jackson Hewitt clients to collect information and gather necessary paperwork prior to preparing tax returns.
Provided information about available products and services, including creating payments plan for customers that owed to IRS and fast pay of Refund to clients, resulting in increased business opportunities.
Prepared tax returns for clients in all industries according to government regulations and requirements.
Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
Offered clients recommendations to reduce tax liabilities.
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Completed and filed returns with tax departments at local, state and federal levels.
Prepared tax returns, extensions, tax planning calculations and write-ups for all types of organizations and entities, including individuals.
Managed over 50 customers calls per day.
Translator, 09/2007 - 05/2009 Self Employed – City, STATE,
Tax Preparation.
Clerical duties.
Customer Service Translator Work as a translator (English-Spanish).
Replicated flow, style and overall meaning of original texts.
Translated documents from English to Spanish.
Provided verbal summaries of non-English documents for immediate use.
Interpreted documents in English and Spanish.
Conferred with subject matter experts and other colleagues to establish precise understanding of specialized concepts and translate appropriately.
Reviewed final works to spot and correct errors in punctuation, grammar and translation.
Maintained knowledge of developments in Spanish language to effectively review and update existing translations to conform to contemporary trends in communication.
Facilitated communication between law enforcement personnel and individuals involved in crimes such as witnesses, persons of interest and suspects.
Supported student education by accompanying non-English speaking individuals to classes, study sessions and assemblies to translate instruction, conversation and documents.
Education
Bookkeeping Diploma: Accounting, Expected in 2020 - Ashburn College - Online , GPA:
Associate of Arts: Organizational Communication, Expected in 2004 - The University of West Florida - Pensacola, FL GPA:
Associate of Arts: Accounting, Expected in 2011 - Monterey Peninsula College - Monterey, CA, GPA:
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