James Chwierut
Colorado Springs,CO
Summary
Operations and administration professional with experience improving workflows, documenting SOPs, and supporting accurate financial and audit-related reviews. Known for coordinating across teams, managing time-sensitive processes, and delivering clear communication that supports compliance, faster turnaround, and dependable client service.
Overview
10
10
years of professional experience
Work History
Premium Audit Representative
Davies
Colorado Springs, CO
03.2026 - Current
- Reviewed premium audits for general liability and workers’ compensation policies, ensuring accurate premium exposure.
- Analyzed financial records, including Form 941s, payroll journals, and general ledgers, to verify remuneration and classify employee roles according to NCCI or state manual rules.
- Communicated with policyholders to gather necessary financial documentation and clarify audit findings, leading to accurate final premium adjustments.
Operations Specialist
Passportsandvisas.com
Greenwood Village, CO
03.2025 - 09.2025
- Designed and implemented new application sorting workflow that improved operational efficiency and reduced processing time.
- Developed and documented SOPs for service-speed sorting, enhancing process control and minimizing errors and late submissions.
- Directed passport application intake review and preparation process, ensuring complete and timely submissions.
- Presented proposal to CEO for centralized ticketing system, aiming to streamline customer communication and enhance team coordination.
Operations Administrator
University of Beer - California
West Sacramento, CA
01.2022 - 06.2024
- Oversaw weekly cash deposits and documentation, ensuring accuracy in financial records and reporting.
- Conducted cost-benefit analysis of cash-handling procedures and recommended improvements, increasing security and efficiency.
- Calculated COGS for menu items and provided pricing guidance that enhanced profitability decisions.
Customer Service Representative
Lazarus Naturals
Portland, OR
02.2021 - 01.2022
- Resolved retail and wholesale customer support inquiries, managing orders, refunds, questions, and disputes via phone and email, ensuring customer satisfaction through consistent professionalism.
Customer Service Supervisor
Hanna Andersson
Portland, OR
11.2019 - 02.2021
- Managed customer communications via phone, email, and chat in Five9; resolving order concerns to enhance customer satisfaction.
- Coordinated with the returns department and the customer service team to maintain accurate and up-to-date return status and policy information.
Client Retention Specialist
Greater Giving
Hillsboro, OR
03.2017 - 09.2018
- Streamlined cancellation request handling via enhanced Zendesk workflow, reducing response time from 5 business days to 2.
- Reduced churn through data-driven retention initiatives based on churn analysis, achieving 2% decline in churn.
Education
B.A. - Business Management, Economics
University of California, Santa Cruz
03-2013
Skills
- Financial record analysis
- Audit compliance processes
- Regulatory compliance knowledge
- Office operations
- Billing and operations tools
- CRM and contact center systems
- Office suite proficiency
- Problem analysis
- Fast-paced adaptability
- Time prioritization
- Team collaboration
- Customer service orientation
- Effective communication
Timeline
Premium Audit Representative
Davies
03.2026 - Current
Operations Specialist
Passportsandvisas.com
03.2025 - 09.2025
Operations Administrator
University of Beer - California
01.2022 - 06.2024
Customer Service Representative
Lazarus Naturals
02.2021 - 01.2022
Customer Service Supervisor
Hanna Andersson
11.2019 - 02.2021
Client Retention Specialist
Greater Giving
03.2017 - 09.2018
B.A. - Business Management, Economics
University of California, Santa Cruz