Julie Bernard
Murrieta,USA
Summary
Dedicated professional with over twenty years of experience in customer service across several industries including trucking, construction, payroll tax accounting, and insurance. I am detail-oriented, accurate, and dependable. I have developed a strong attention to detail and the ability to multi-task and consistently meet deadlines. Having a strong ability to focus has served me well in remote positions while maintaining communication with team members and collaborating on projects to improve productivity and best practices.
Overview
19
19
years of professional experience
Work History
SUPPLEMENTAL BENEFITS COORDINATOR
American Income Life
09.2024 - Current
- Administer Supplemental Life Insurance benefits to Union Members. These duties include but are not limited to scheduling Zoom appointments, presenting benefits through Zoom, completing policy applications, maintaining communication with clients throughout the approval process, as well as tracking and processing renewals.
- Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
- Served as primary point of contact for employee benefits inquiries, resolving issues promptly and accurately.
- Coordinated open enrollment events to educate employees on benefit options and encourage informed decision making.
- Enhanced employee satisfaction by efficiently administering and managing benefits programs.
- Observed strict procedures to maintain data and plan participant confidentiality.
OFFICE MANAGER
HD Diesel Trucking Corporation
08.2018 - 10.2024
- Managed day-to-day operations of the office in a hybrid setting. Responded to client inquiries via email and phone in a professional manner. Maintained clear and consistent communication with clients and drivers to ensure timelines were being met and any service issues were prioritized and resolved as quickly as possible. Collaborated with owners and shareholders to measure goal achievement and determine areas of improvement. Preformed General Accounting to manage accounts payables and receivables and produce financial reports. Processed weekly payrolls accurately, performed direct deposits, and produced income statements, W2’s, and 1099’s’. Maintained confidential employee records and oversaw the onboarding process. Ensured compliance with all applicable labor laws for employees and department of transportation laws for company equipment.
- Managed daily office operations, ensuring efficient workflow and resource allocation.
- Oversaw inventory management systems, maintaining accurate records and supply levels.
- Developed administrative policies, enhancing operational procedures and staff compliance.
- Streamlined communication channels between departments, improving collaboration and information sharing.
- Monitored budget expenditures, ensuring alignment with corporate financial goals and cost efficiency.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
- Streamlined office operations by implementing efficient filing systems and organizational strategies.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
- Supported department heads in accomplishing their goals through diligent administrative assistance such as report generation and data entry.
- Increased customer satisfaction by developing effective client feedback system that led to service improvements.
- Handled sensitive employee and client information with utmost confidentiality, maintaining trust and integrity.
- Optimized office space utilization, leading to more efficient and productive work environment.
- Provided comprehensive administrative support to senior management, enabling them to focus on strategic decision-making.
- Conducted regular reviews of office procedures, identifying and implementing improvements for operational excellence.
- Resolved office disputes swiftly and equitably, maintaining harmonious workplace.
- Streamlined document handling and processing, reducing turnaround time for client inquiries and requests.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
CO-OWNER, OFFICE MANAGER
Engel Custom Cabinetry and Home Remodeling
01.2010 - 04.2018
- Managed company accounts producing invoices and collecting deposits, progress, and completion payments. Processed payments to sub-contractors and produced 1099’s’. Managed finances, maintained company books, and filed taxes. Maintained compliance, licensing, insurance, bonding, and permits for business. Maintained client and sub-contractor contracts and collaborated with designers, sub-contractors, and vendors to ensure seamless installations and transitions between teams. Provided progress reports and kept clients up to date with any changes required to meet code requirements.
- Developed strategic business plans to enhance operational efficiency and profitability.
- Implemented customer relationship management systems to optimize client interactions.
- Streamlined inventory management processes, reducing waste and improving stock control.
- Oversaw financial planning, budgeting, and forecasting to ensure fiscal responsibility.
- Managed day-to-day operations efficiently, ensuring smooth workflow and timely completion of tasks.
- Collaborated with co-owner on strategic planning initiatives for long-term business success.
- Improved customer satisfaction ratings by consistently delivering high-quality products and services.
- Oversaw financial management tasks, including budgeting, forecasting, and cash flow optimization.
- Ensured accurate record-keeping for financial transactions, maintaining organized documentation for easy reference during audits or other inquiries.
- Established foundational processes for business operations.
- Maintained compliance with industry regulations and legal requirements through diligent oversight of business practices.
- Cultivated a safe working environment by adhering to workplace safety policies and providing necessary resources for employee wellbeing.
- Negotiated favorable contracts with suppliers, resulting in reduced costs and improved product quality.
- Optimized inventory management systems for streamlined ordering processes and reduced waste levels.
- Networked with other businesses and customers to increase sales opportunities and contacts.
- Managed purchasing, sales, marketing and customer account operations efficiently.
- Interacted well with customers to build connections and nurture relationships.
- Assisted in recruiting, hiring and training of team members.
- Implemented business strategies, increasing revenue, and effectively targeting new markets.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
- Identified and qualified customer needs and negotiated and closed profitable projects with high success rate.
- Negotiated price and service with customers and vendors to decrease expenses and increase profit.
- Scheduled employees for shifts, taking into account customer traffic and employee strengths.
- Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
- Monitored daily cash discrepancies, inventory shrinkage and drive-off.
- Streamlined office operations, enhancing workflow efficiency and reducing time spent on administrative tasks.
- Oversaw budget management, ensuring compliance with financial policies and effective resource utilization.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
PAYROLL TAX REPRESENTATIVE
Ceridian Tax Service
07.2006 - 05.2014
- Assisted clients in understanding and navigating complex systems and processes, displaying patience and ongoing support. Ensured compliance with all relevant laws and regulations regarding federal, state, and local payroll tax. Responded to agency inquiries and assisted clients in obtaining penalty abatements. Analyzed and processed periodic payroll taxes, collecting funds from clients and completing deposits to the agencies. Processed periodic adjustments as needed. Performed quarterly and annual preparation and filing of federal, state, and local tax returns. Identified and resolved W2 out of balance conditions with client. Prepared and filed amended tax returns as needed.
Education
LICENCED LIFE INSURANCE AGENT -
California Department of Insurance
CERTIFIED PAYROLL TAX PROFESSIONAL - undefined
American Payroll Institute
San Antonio, TXHIGH SCHOOL DIPLOMA - undefined
La Quinta High School
Westminster, CASkills
- Microsoft Office proficiency
- Benefits program administration
- Benefits presentation
- Documentation expertise
- Regulatory compliance tracking
- Team collaboration
- Strong verbal communication
- Strong organizational abilities
- Proactive self-starter
- Commitment to professional standards
- Effective time management
- Clear communication in presentations
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Certification
- Licensed Life and Health Insurance Agent -September 2024
- Certified Payroll Professional - February of 2008
Timeline
SUPPLEMENTAL BENEFITS COORDINATOR
American Income Life
09.2024 - Current
OFFICE MANAGER
HD Diesel Trucking Corporation
08.2018 - 10.2024
CO-OWNER, OFFICE MANAGER
Engel Custom Cabinetry and Home Remodeling
01.2010 - 04.2018
PAYROLL TAX REPRESENTATIVE
Ceridian Tax Service
07.2006 - 05.2014
CERTIFIED PAYROLL TAX PROFESSIONAL - undefined
American Payroll Institute
HIGH SCHOOL DIPLOMA - undefined
La Quinta High School
LICENCED LIFE INSURANCE AGENT -
California Department of Insurance
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