Bilingual and detail-oriented professional with extensive experience in customer service and administrative support. Skilled in managing multi-channel communication and optimizing workflows in fast-paced environments. Proficient in data management and reporting tools, committed to enhancing team performance and customer satisfaction.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Payroll Analyst
Tradewind Mechanical & Plumbing
Phoenix, AZ
03.2023 - Current
Managed service account details efficiently during customer interactions.
Processed service requests, scheduled PTO, and coordinated dispatching tasks.
Inventory Management: Tracking and maintaining office inventory
Technician Coordination: Dispatching, field tracking, and technician support
Data Entry & Reporting: Updating customer information, tracking collections, and managing service records
Proficient in English and Spanish languages.
Software Proficiency: Microsoft Office, Word, Excel, Service Fusion.
Managed payroll processing for diverse employee groups, ensuring timely and accurate disbursement.
Collaborated with HR to streamline onboarding processes related to payroll entry and adjustments.
Led initiatives to improve payroll reconciliation processes, enhancing efficiency and reducing errors.
Resolved complex payroll discrepancies by investigating issues and coordinating with relevant departments.
Maintained strict confidentiality of employee information, adhering to company policies and legal requirements for data protection.
Resolved payroll discrepancies promptly, addressing employee concerns and maintaining satisfaction.
Managed payroll data entry and processing for 50 employees to comply with predetermined company guidelines.
Clerical Assistant
Alhambra School District
Phoenix, AZ
09.2017 - 05.2020
Operated a multi-line telephone system in a front office setting, efficiently routing calls across a 9-person exchange.
Screened visitors, updated logs, and issued temporary passes to maintain office security.
Created reports and documentation containing sensitive and confidential data with accuracy and discretion.
Coordinated administrative operations to streamline workflows and enhance productivity.
Organized office records and maintained well-stocked supplies to support optimal team performance.
Managed an average of 30 daily phone calls, directing inquiries, assisting customers, and scheduling appointments.
Producer/Agent
Acceptance Auto Insurance
Phoenix, AZ
09.2016 - 09.2017
Delivered world-class customer service by assisting clients with auto, homeowners/renters, and motorcycle insurance policies.
Managed inbound and outbound calls to prospective and existing policyholders, providing expert guidance on policy options.
Processed payments, balanced accounts, and handled end-of-day deposits with accuracy.
Conducted frontline underwriting and assisted in fraud and claims investigations through language translation and document retrieval.
Developed strategic marketing plans to expand business opportunities and increase customer engagement.
Producer/Agent
Estrella Insurance
Phoenix, AZ
03.2015 - 09.2016
Retained existing customers by conducting follow-up calls to remind them of upcoming payment dates.
Acquired new business through strategic marketing and promotional efforts.
Maintained a clean and organized office environment to support a professional workspace.
Consistently exceeded monthly sales and retention goals, securing a top 3 ranking in Arizona.
Provided prompt and efficient customer service, addressing inquiries from diverse clientele.
Collaborated across departments and with new customers to promote product offerings and enhance customer satisfaction.
Producer/Agent
Access Auto Insurance
Phoenix, AZ
08.2012 - 03.2015
Retained existing customers by conducting follow-up calls on payment due dates.
Acquired new business through strategic marketing and promotional efforts.
Maintained a clean and organized office environment to ensure a professional workspace.
Consistently exceeded monthly and year-over-year sales goals to drive agency growth.
Education
High School Diploma - undefined
Rio Grande High School
Albuquerque, NM
01.1999
Skills
Bilingual: Fluent in English and Spanish (Proficiency in Speaking & Writing)