Julia Berardi
Kansas City,Missouri
Summary
Results-oriented Customer Service professional commended for exceptional customer satisfaction ratings, speedy resolutions and consistent availability. Strategic and persuasive with 30+ years of experience working in customer-facing environments. Accustomed to using tactful communication and active listening to creatively solve problems achieve positive outcomes.
Overview
28
28
years of professional experience
Work History
Senior Customer Service Specialist
Stern Williams Products LLC
Grandview, MO
06.2018 - 04.2023
- Delivered expert technical support to customers and resolved broad array of issues.
- Presented existing and prospective customers with valuable service or product information to aid in decision-making.
- Resolved customer complaints promptly and efficiently.
- Investigated complex problems reported by customers and proposed effective solutions.
- Updated databases with new and modified customer data.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Agency Owner
Farmers Insurance Group
Independence, MO
10.2016 - 12.2018
- Analyzed clients' current policies and suggested additions or changes to deliver better coverage and reduce customer liability.
- Analyzed financial statements and trends to manage cash flow and make business decisions.
- Followed up with potential clients personally regarding information requests, improving overall retention by 96%.
- Kept up-to-date on regulatory changes affecting business operations.
- Maintained accurate records of all financial transactions related to the agency.
Administrative Assistant
St.Teresa's Academy
Kansas City, Missouri
08.2006 - 12.2016
- Communicated with parents, teachers and members of public with patient demeanor.
- Explained attendance policies and procedures and managed processing of absence and tardy notices.
- Pleasantly welcomed visitors, answered phone calls, and maintained front reception desk.
- Resolved issues with parents using active listening skills to de-escalate difficult situations.
- Assisted in creating a database of contact information for all staff members.
- Kept office equipment functional and supplies well-stocked to promote efficient operations.
- Provided administrative support to the principal, teachers, and other school personnel.
- Handled confidential information regarding students carefully and with discretion.
Legal Assistant
G. Dennis Sullivan, P.C.
Kansas City, MO
04.1995 - 10.2006
- Reviewed and prepared legal documents, such as trusts, wills, power of attorney, deeds and client tax returns.
- Prepared payroll, payroll taxes, quarterly and annual employee/employer tax forms for city, state and federal filings for our office of three.
- Maintained client confidentiality in all matters.
Education
Fine Arts - Design
University of Kansas
Lawrence, KSUniversity of Missouri - Kansas City
Kansas City, MOSkills
- Documentation Review
- Reporting and Analysis
- Account Management
- Complaint Resolution
- Proofreading and Editing
- Bookkeeping
- Recordkeeping for Employee Payroll
- Problem Solving
- Customer Complaint De-escalation
Timeline
Senior Customer Service Specialist
Stern Williams Products LLC
06.2018 - 04.2023
Agency Owner
Farmers Insurance Group
10.2016 - 12.2018
Administrative Assistant
St.Teresa's Academy
08.2006 - 12.2016
Legal Assistant
G. Dennis Sullivan, P.C.
04.1995 - 10.2006
Fine Arts - Design
University of Kansas
University of Missouri - Kansas City
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