Kristen Shrader
Port Richey,FL
Summary
Dependable and equipped for fast-paced work, excelling in meeting changing daily needs with efficiency. Attention to detail and hardworking approach enable effective customer service and satisfaction. Actively seeks opportunities to improve processes and enhance customer experience.
Overview
12
12
years of professional experience
Work History
Survey Conductor
Central Marketing Services
04.2024 - Current
- Followed call center protocols when notifying participants of call purpose and use of information.
- Gathered data and insights from participants during telephone interviews.
- Administered phone interviews to survey participants.
- Documented records of call information.
- Provided quality customer service to earn satisfaction ratings of 100%.
- Validated interview data to check the completeness and accuracy of each section
- Maintained good working relationship with co-workers and management
- Completed assigned tasks with little or no supervision
- Completed calls and followed scripts to maintain good call control
- Met and exceeded daily service quality and performance goals
- Interviewed customers to assess needs and enter call information into account management system
- Completed surveys by rechecking contact information before ending each call.
Dispensary Associate
Trulieve
06.2022 - Current
- Greeted customers at counter and provided excellent customer service.
- Checked guests' photo identification for validity and age requirements.
- Answered questions about medicinal and recreational uses and effects and qualities of different strains.
- Sold flowers, concentrates and edibles in fast-paced environment.
- Packaged regulated products in appropriate exit containers.
- Read industry publications to maintain knowledge on current and future bud trends.
- Assisted medical use customers in identifying cannabis medicines and methods of medication that best fit individual needs.
- Completed cash register transactions by handling credit and cash payments using pharmacy register system.
- Answered questions regarding medication instructions and usage.
- Established and maintained patient profiles, updating organizational database with current information.
- Verified patient information to correctly dispense medications.
- Generated labels for prescriptions and maintained accurate records.
- Processed payments for prescriptions and accurately completed cash and credit card transactions.
Tax Preparer
Liberty Tax Service
01.2019 - 04.2024
- Researched tax issues to understand related laws and obtain favorable outcomes for clients
- Reviewed clients' W-2s, supplementary income and expense documentation to prepare accurate tax returns with minimum liability
- Submitted personal returns through online platforms and direct IRS filing software to minimize customer filing delays
- Completed required schedules to document income not previously subjected to required withholdings and meet liabilities for social security, Medicare and payroll income taxes
- Verified the form totals carefully to locate and resolve mathematical, procedural and data entry errors
- Obtained detailed information from clients outlining their taxable income and deductible expenses
- Used every legal and appropriate adjustment, deduction and credit to keep each client's tax liabilities at the minimum possible level
- Calculated the exact taxes owed to avoid errors on client returns
- Prepared and reviewed simple and complex tax returns on behalf of individual and small business clients
- Performed tax research and kept abreast of tax legislative changes affecting company
- Investigated unique tax issues and implemented strategic approaches to provide the maximum benefit to each client
Data Entry Clerk
Liberty Tax Service
04.2021 - 06.2023
- Transferred data from hard copy to computer files and database systems
- Typed information and data provided by customers, verifying data integrity and completeness for recordkeeping accuracy
- Produced W2s, 1099s and other annual tax documents to keep company in compliance with tax liabilities
- Reconciled accounts against bank statements to spot and correct discrepancies
- Updated and maintained accounts in Quickbooks with current transactions
- Reduced errors and variances with improved reconciliation processes
- Maintained efficient office operations by offering skilled clerical support to senior team members
Sales Associate
Pet Supplies Plus
09.2019 - 06.2022
- Provided accurate information to help customers quickly navigate store and acquire items for purchase
- Used POS system to scan customer purchases, calculate prices and process transactions
- Welcomed guests and offered quick assistance to handle diverse needs
- Supported company mission and values through honesty, integrity and high-quality performance
- Bolstered customer satisfaction through enrollment in loyalty discounts and rewards programs
- Assessed needs and recommended products aligned with customer budget and preferences
- Monitored aisles, restocked store shelves, organized store products and cleaned spills
- Assisted cashiers and customers with locating products, checking prices and tracking down replacements
- Maintained knowledge of current and future promotions to provide accurate service and inform customer purchasing decisions
- Assisted with store recovery to maintain clean and organized sales floor throughout shift
- Revamped the store's shelves to prepare for new seasonal merchandise and planned promotions
- Interacted professionally with customers, informing individuals of sales promotions and driving product interest
- Consistently organized and restocked display racks to keep the store ready for customer needs
- Arranged merchandise to be visually pleasing and well organized, focusing on item accessibility and aesthetic appeal
Surveyor
Central Marketing
09.2012 - 09.2019
- Validated interview data to check the completeness and accuracy of each section
- Maintained good working relationship with co-workers and management
- Completed assigned tasks with little or no supervision
- Completed calls and followed scripts to maintain good call control
- Met and exceeded daily service quality and performance goals
- Interviewed customers to assess needs and enter call information into account management system
Education
High School Diploma - General
South Allegheny
Mckeesport, PASkills
- ByCustomer service and satisfaction
- Reliable and dependable
- Flexible and adaptable
- Flexible schedule and availability
- Cash handling experience
- POS system operation
- HIPAA and confidentiality compliance
- Patient consultation
- Discussing cannabis
- Product knowledge
- Telephone etiquette
- Call center operations
- Telephone interviews
- Script adherence
- Data entry
- Bank statement reconciliation
- Quickbooks
- Tax law knowledge
- Tax return preparation
- Teamwork and positive attitude
Timeline
Survey Conductor
Central Marketing Services
04.2024 - Current
Dispensary Associate
Trulieve
06.2022 - Current
Data Entry Clerk
Liberty Tax Service
04.2021 - 06.2023
Sales Associate
Pet Supplies Plus
09.2019 - 06.2022
Tax Preparer
Liberty Tax Service
01.2019 - 04.2024
Surveyor
Central Marketing
09.2012 - 09.2019
High School Diploma - General
South Allegheny
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