Summary
Overview
Work History
Education
Skills
Timeline
Generic

Adam Harmon

Bethalto,IL

Summary

Driven and hardworking customer service professional with over 8 years of direct experience in several industries. I have a proven track record with schedule creation and management, event planning and scheduling, handling customer complaints and inquiries, assisting coworkers/supervisors with streamlining business operations, as well as fundraising and cash handling. Looking to use my years of experience to help an organization run optimally by working a support role.

Overview

9
9
years of professional experience

Work History

Client Services Professional

H&r Block
02.2024 - Current


  • Collected and documented client documentation and entered client information into the tax database for use in consultations.
  • Proactively called current and past clients to confirm appointments, or schedule/reschedule appointments for tax consultations.
  • Maintained and monitored the schedule for the tax pros, scheduling new appointments, adding in time for data entry and relaying schedule information to new and returning clients.
  • Worked collaboratively with the tax pros to ensure that all client needs are met both when they are in office and when they are not, through meetings and clear and concise written and verbal communication.
  • Promptly responded to inquiries and requests from prospective customers.

Event Coordinator

Delta Chi Fraternity
11.2016 - 11.2019
  • Negotiated contracts with venues, vendors and suppliers to obtain best rates and services.
  • Oversaw volunteer recruitment and training efforts, building a dedicated team of individuals committed to supporting successful events.
  • Handled crisis management situations promptly, minimizing negative impact on event outcomes and client satisfaction.
  • Developed detailed event reports, documenting all aspects of each event.
  • Evaluated existing plans, processes and events planning services to identify opportunities for improvement.
  • Implemented contingency plans to address last-minute changes or unforeseen events.
  • Created and maintained event expenditures, budgets and timelines in job-related software.

Personal Assistant to the Owner

Weather Vane Ice Creme
05.2017 - 08.2019


  • Displayed absolute discretion at handling confidential information.
  • Enabled informed decision making for the owner by providing valuable insights based on thorough research on industry trends or potential opportunities.
  • Oversaw personal and professional calendars and coordinated appointments for future events.
  • Provided general administrative support including scheduling meetings, making travel arrangements and managing documentation.
  • Elevated customer satisfaction rates through prompt handling of inquiries, requests, and concerns.
  • Improved communication between the owner and external parties by drafting professional correspondence on their behalf.

Education

Bachelor of Arts - Political Science

University of Illinois At Urbana-Champaign
Champaign, IL
05-2020

Bachelor of Arts - Communications

University of Illinois At Urbana-Champaign
Champaign, IL
05-2020

Skills

  • Client documentation
  • Appointment scheduling
  • Database management
  • Customer service
  • Data entry
  • Conflict resolution
  • Time management
  • Problem solving
  • Exceptional communication
  • Performance tracking
  • Payment processing

Timeline

Client Services Professional

H&r Block
02.2024 - Current

Personal Assistant to the Owner

Weather Vane Ice Creme
05.2017 - 08.2019

Event Coordinator

Delta Chi Fraternity
11.2016 - 11.2019

Bachelor of Arts - Political Science

University of Illinois At Urbana-Champaign

Bachelor of Arts - Communications

University of Illinois At Urbana-Champaign

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