Experienced Customer Service Representative driven to improve business operations and maximize team performance. Offering 10-year background in Health Care and Telecommunication. Focused on continuous team development and bottom-line profitability.
Overview
3
3
years of professional experience
Work History
Tax Associate
Think llp
Newport Beach, CA
03.2023 - 09.2023
Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
Conducted research and compiled backup documentation.
Prepared written summaries of findings for review by senior management personnel.
Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
Conducted research into new legislation or rulings that could affect a client's taxes.
Collaborated with colleagues across the organization on special projects relating to taxation matters.
Customer Service Representative
Agren Appliance
Auburn, ME
05.2020 - 01.2023
Tracked orders from start to finish to ensure timely delivery of goods or services.
Asked probing questions to determine service needs and accurately input information into electronic systems.
Oversaw warranty counseling process to manage expense controls.
Set up and activated customer accounts.
Recommended improvements in products, service and billing methods to management to prevent future problems.
Maintained detailed records of customer interactions, transactions and comments for future reference.
Developed strong customer relationships to encourage repeat business.
Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
Improved customer service wait times to mitigate complaints.
Made outbound calls to obtain account information.
Consulted with customers to resolve service and billing issues.
Answered customer inquiries and provided accurate information regarding products and services.
Utilized job-related software to prepare change of address records and issue service discontinuance orders.
Updated databases with new and modified customer data.
Education
Associate of Applied Science - Occupational Therapy
Kaplan Career Institute - Boston
Boston, MA
08-2014
Skills
Records Management
Benefits Documentation
Document Preparation
Regulatory Compliance
Tax Law Compliance
Data Gathering
Risk Management
High Accuracy
Organizational Abilities
Research/Due Diligence
Quality Improvement
Relationship Building
Interpersonal Strengths
Organization Skills
References
References available upon request.
Timeline
Tax Associate
Think llp
03.2023 - 09.2023
Customer Service Representative
Agren Appliance
05.2020 - 01.2023
Associate of Applied Science - Occupational Therapy
Director of IT Operations at Troutman Pepper Locke LLP (formerly Locke Lord LLP)Director of IT Operations at Troutman Pepper Locke LLP (formerly Locke Lord LLP)
Technical Support Specialist II at Connectwise LLP (Formerly Continuum Managed Solutions LLP)Technical Support Specialist II at Connectwise LLP (Formerly Continuum Managed Solutions LLP)