Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Jennifer Garza

Spring,TX

Summary

Knowledgeable Sales Operations Coordinator with a proven track record in documentation management and process optimization. Recognized for attention to detail and expertise in preparing and modifying essential documents to ensure accuracy and compliance. A polished communicator adept at fostering collaboration among diverse teams while maintaining a professional environment. Highly adaptable and quick to learn, seamlessly integrating into various sales teams to support unique needs at a moment's notice.

Overview

2026
2026
years of professional experience

Work History

PEO Sales Operations Coordinator

Paychex, Inc
05.2022 - Current
  • Working with Sales to obtain the necessary underwriting items and approvals.
  • Reconciles the census and medical invoice to ensure the correct medical plans and contributions are listed.
  • Submits documents to both medical and risk underwriting.
  • Tracks the progress of each deal received.
  • Responds to both underwriting and Sales when necessary.
  • Prepares closing documents for the clients.
  • Reviews all documents received and makes sure all is accurate.
  • Reviews the benefit request form and makes any necessary changes.
  • Works with various teams to ensure that the client is smoothly moved onto new business.
  • Monitors SLA’s and provides any necessary information to Sales.
  • SOC Floater throughout all of the SOC teams as needed.

Grade Level Secretary

Conroe ISD - York JHS
08.2019 - 05.2022
  • Build and strengthen positive relationships with students, parents, teachers, campus Administration and other essential staff members.
  • Establishes and enforces rules for behavior and procedures to maintain order among students.
  • Coordinates meeting schedules with parents, teachers, counselors, campus Administration and 504 Coordinator.
  • Verifies that parents are satisfied with the meeting date and time given.
  • Submit teacher's feedback of students for the 504 Coordinator.
  • Prepare documentation for 504 Coordinator.
  • Prepare documentation for parents of 504 students.
  • Reviews all documentation prior to meeting.
  • Emails all documentation to parents and teachers once meetings conclude.
  • Prepare meeting notices for parents and staff members attending scheduled 504 meetings.
  • Schedule 504 meetings into Outlook calendar, once meeting dates and times are confirmed with all meeting members.
  • Maintains and files all 504 student's paperwork in the correct file folders.
  • Interacting with parents, teachers, counselors, 504 Coordinator, campus Administration, Attendance clerk and PEIMS clerk via email and phone calls.
  • Maintains and files student's attendance records.
  • Reviews student's records making sure they're accurate and in order.
  • Verifies that parents are satisfied with student's attendance records.
  • Responds to parents in a timely manner.
  • Responsible for parent satisfaction.
  • Multitasking between scheduling 504 meetings, attendance clerk and receptionist (when needed).
  • Works easily with office programs such as Frontline, View-It and E-School to carry out daily scheduling and attendance needs.
  • Performs job duties beyond just my job scope.

Clerical Assistant

Conroe ISD - York JHS
08.2018 - 08.2019
  • Answered office phone and emails to schedule appointments, answer questions and document information.
  • Scheduled ARD meetings for the Campus Diagnostician.
  • Prepared meeting notices for parents.
  • Prepared meeting files for campus records and Diagnostician.
  • Interacted with parents via phone and email to request required information of students.
  • Interacted with teachers, Special Education department, campus Administration and Diagnostician via phone and email.
  • Scanned and uploaded all confidential documentation into the district database.
  • Copied and filed confidential documentation.
  • Reconciled reports and files to maintain accurate information.
  • Prepared emails to campus and district staff.
  • Oversaw office inventory by restocking supplies and submitting purchase orders.
  • Worked easily with office programs such as Frontline and View-It to carry out daily team clerical needs.

Clinic Aide

Conroe ISD - Birnham Woods Elementary
08.2013 - 08.2018
  • Carried out first aid and emergency procedures for ill and injured students.
  • Administered medications to students.
  • Maintained accurate log of medications dispensed.
  • Assisted with vision and hearing screenings.
  • Measured height and weight of students.
  • Kept accurate records of student's health, vision and hearing results and medication sheets.
  • Maintain clinic supply inventory.
  • Maintain a daily log of student's clinic visits.
  • Worked easily with office programs such as Frontline, View-It and Eschool Plus to carry out daily clerical needs.

Administrative Assistant

CAM Environmental
2002 - 2007
  • Prepared and prioritized calendars and correspondence.
  • Responded effectively to sensitive inquiries or complaints.
  • Managed inventory to ensure all supplies were in stock and within budget.
  • Directed customer communication to appropriate department personnel.
  • Managed scheduling for staff and monitored resource allocation to provide optimal coverage and service.
  • Developed administrative processes to achieve organizational objectives and improve office efficiency.
  • Tracked and submitted employee timesheets to prepare for payroll processing.
  • Maintained accurate department and customer records.
  • Sent meticulous and accurate bills to collect payment from customers according to company protocol.
  • Processed and sent invoices, adjustments and credit memos to customers.

Education

Some College (No Degree) -

Lee College
Baytown, TX

Skills

  • Reliable and accountable
  • Punctual
  • Decision Making
  • Detail-oriented approach
  • Critical Thinking
  • Conflict Resolution
  • Verbal and Written Communication
  • Professional and Courteous
  • Strong Organizational Skills
  • Task Prioritization
  • Technologically Savvy
  • Account management
  • Networking abilities
  • Relationship building
  • Strong communication
  • Account Servicing

Accomplishments

  • Recognized by Sales and their DSM’s as a very strong asset to the SOC role.
  • Awarded the Paraprofessional Ambassador Award for 2021-2022 school year.
  • Recognized by parents for being kind and helpful and for going above and beyond with their needs.

Timeline

PEO Sales Operations Coordinator

Paychex, Inc
05.2022 - Current

Grade Level Secretary

Conroe ISD - York JHS
08.2019 - 05.2022

Clerical Assistant

Conroe ISD - York JHS
08.2018 - 08.2019

Clinic Aide

Conroe ISD - Birnham Woods Elementary
08.2013 - 08.2018

Administrative Assistant

CAM Environmental
2002 - 2007

Some College (No Degree) -

Lee College

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