Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Erika Huerta

Elberton,GA

Summary

Dynamic customer service professional with extensive experience at Southern Insurance, excelling in resolving escalated issues and enhancing client satisfaction. Proficient in payroll processing and data entry, I leverage critical thinking and active listening to deliver tailored solutions, fostering trust and loyalty among clients while maintaining accurate financial records.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Customer Service Representative

Southern Insurance
08.2020 - Current
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.
  • Developed strong product knowledge to provide informed recommendations based on individual customer needs.
  • Assisted employees with inquiries regarding their paychecks, deductions, and other related issues, providing clear and concise communication.
  • Provided customer service to employees regarding payroll inquiries and issues.
  • Maintained and processed invoices, deposits, and money logs.
  • Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
  • Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
  • Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
  • Analyzed financial records to verify accuracy of tax returns.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Improved client satisfaction by accurately assessing their insurance needs and providing tailored policy recommendations.
  • Effectively communicated complex policy information to clients, promoting understanding and confidence in coverage decisions.

Cashier Team Lead

Dunkin' Donuts Franchising
01.2017 - 05.2019
  • Performed store opening, closing, and shift-change actions and kept accurate shift-change logs.
  • Assisted customers by answering questions and fulfilling requests.
  • Communicated with customers and team members to solve problems.
  • Processed both cash and card purchases and returns.
  • Trained, mentored, and developed new cashiers with positive and encouraging techniques to maximize performance and team contributions.
  • Balanced cash drawers at the end of each shift, ensuring accuracy in financial reporting.

Education

High School Diploma -

Elbert Co Comprehensive High School
Elberton, GA

Skills

  • Customer service
  • Active listening
  • Critical thinking
  • Data entry
  • Call center experience
  • Computer proficiency
  • Microsoft Excel
  • Microsoft outlook
  • Scheduling
  • Account management
  • Spreadsheets
  • Payroll processing
  • Auto insurance
  • Policy writing
  • Accounting and bookkeeping

Certification

Microsoft certified

Word certified

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Customer Service Representative

Southern Insurance
08.2020 - Current

Cashier Team Lead

Dunkin' Donuts Franchising
01.2017 - 05.2019

High School Diploma -

Elbert Co Comprehensive High School