Summary
Overview
Work History
Education
Skills
Timeline
Generic

Mitchell Abrams

Pinellas Park,FL

Summary

With a robust background in customer service and financial services, honed at companies like Paychex, Inc., I excel in fraud detection and payroll processing. My proactive account management and exceptional communication skills have consistently enhanced client satisfaction and retention. I'm adept at navigating complex state regulations, ensuring compliance and fostering trust.

Overview

25
25
years of professional experience

Work History

Client Service Representative

Paychex, Inc.
Saint Petersburg, FL
08.2023 - Current
  • Under a significant level of guidance and direction, provides customer service for one Paychex product
  • Uses prescribed guidelines to ensure good customer relations are maintained and customer claims and complaints are resolved fairly, effectively, and in accordance with Paychex policies and procedures
  • Support inbound call queue handling client calls to process payroll, enter payroll and tax information and answer questions for clients in multiple states
  • Learn and maintain knowledge of the payroll processing system, wage and tax laws to develop a trusted relationship with our clients
  • Provide online support, troubleshooting and handle escalations
  • Take initiative to elevate the client experience, quickly resolve situations and focus on one call resolution

Promoted to Payroll Specialist in March 2024

  • Prepared quarterly reports for government agencies such as 941s, W-2s, 1099s.
  • Maintained up-to-date knowledge of relevant laws and regulations regarding wage and hour compliance.
  • Enroll new hires and direct deposits
  • Make sure clients appointments are met
  • Make sure state regulations are followed
  • Check in calls for products and make sure billing fits the need
  • Assisted employees with payroll-related inquiries, providing clear and concise information.
  • Oversaw payroll processing to comply with tax laws and court-ordered wage assignments and garnishments.
  • Confirmed attendance, hours worked and pay rates to properly post information in appropriate records.
  • Developed and implemented procedures to ensure accurate entry of payroll data into the system.
  • Created payroll-related reports for pension plans, insurance, and other benefits.
  • Maintained up-to-date payroll records by recording employee exemptions, transfers and resignations.
  • Coordinated special programs and donation drives involving payroll deductions.
  • Developed and maintained detailed payroll documentation and procedures guides.
  • Upsells
  • Billing explained and discounts applied
  • Make sure documents are not outdated

Credit and Debit Fraud Specialist

Insight Global for PSCU
Saint Petersburg, FL
11.2021 - 01.2022
  • Credit and Debit Fraud, Data Entry, Chargebacks, Closeouts, Visa Verification, Denial Letters

Life Insurance and Claims Specialist

Aerotek/TCS/TransAmerica
Saint Petersburg, FL
12.2017 - 01.2021
  • TransAmerica was our third party client
  • Handled inbound customer service calls for Life Insurance Policy Owners, Agents, Third Party Bank, Corporate Policies and Beneficiaries of Life Insurance Policy Holders
  • Processed all maintenance and updates as needed
  • Term, FFIUL, Whole Life and Universal Life

Customer Service Representative

Allstate Insurance via Kelly Services
Saint Petersburg, FL
08.2016 - 08.2017
  • Responsibilities include handling of inbound calls from customers that need roadside assistance

Customer Service Associate

Walgreens
Saint Petersburg, FL
11.2014 - 05.2016
  • Responsible for cash register operations and customer service to merchandising, store inventory and maintaining store signage and displays

Banking Customer Service

FIS Global
Saint Petersburg, FL
08.2013 - 09.2014
  • Handle a variety of customer request via 90+ inbound calls
  • Money Transfers, Lost Debit Card, Loan Application, Balance Inquires and Opening Accounts
  • Fraud Detection and coding

Customer Service

Vici Marketing
Clearwater, FL
03.2013 - 07.2013
  • Answer Inbound calls to update or cancel orders
  • Skills Used: Computer, phone and credit card Billing

Customer Service Rep

HSN
Saint Petersburg, FL
01.2010 - 12.2010
  • Take incoming calls for sales, returns and customer support
  • Also answer Questions on Products and Descriptions

Vault Teller

Regions Bank
Saint Petersburg, FL
10.2007 - 10.2008
  • Responsible for ordering and shipping of currency, provided quality service to business clients in drive thru
  • Run reports to make sure bank has funds on busy pay days

Credit Card Specialist

PNC Bank
Kalamazoo, MI
10.2006 - 05.2007
  • Provide excellent customer service on the telephone
  • Responsible for: Payments, Loss Cards, Balance Transfers, Debit Card, Money Card and Merchant Verifications
  • Credit and Debit Fraud

Transfer Agent

Franklin Templeton Investments
Saint Petersburg, FL
12.2005 - 07.2006
  • Provide excellent customer service on a variety of telephone inquiries in a fast-paced, team-oriented, call center environment
  • Research inquiries and provide appropriate feedback including company policies, IRS regulations and compliance requirements
  • Discuss company fund information, current market conditions and industry regulations with clients

Assistant Manager

Walgreens
Saint Petersburg, FL
02.2005 - 01.2006
  • Overseen the store overnight
  • Stocked, Cashier and handled money for the store
  • Managed employees so their tasks were complete before their shift ended

Account Manager

Ceridian
Saint Petersburg, FL
12.2002 - 02.2005
  • Proactively manage and develop profitable, long-term relationships within an assigned base of accounts to achieve customer retention and customer satisfaction through highly responsive and accurate services for a client base
  • Provide FSA knowledge to customers and their employees, including renewal and enrollment materials

Cashier/Stocker

Albertson's
Saint Petersburg, FL
02.2000 - 09.2002
  • Required to handle customer at cash register
  • Unload delivery truck
  • Stock shelves after delivery and at store needs

Education

No - Business Management

Kalamazoo Valley C.C.
Kalamazoo, MI
01.1992

No - Business Managment

Upper Iowa University
Fayette, IA
01.1991

High school diploma or GED -

Skills

  • Fraud
  • Banking
  • Account Management
  • Data entry
  • Communication skills
  • Financial services
  • Payroll Processing
  • State Regulations for Payroll
  • Financial problem solving

Timeline

Client Service Representative

Paychex, Inc.
08.2023 - Current

Credit and Debit Fraud Specialist

Insight Global for PSCU
11.2021 - 01.2022

Life Insurance and Claims Specialist

Aerotek/TCS/TransAmerica
12.2017 - 01.2021

Customer Service Representative

Allstate Insurance via Kelly Services
08.2016 - 08.2017

Customer Service Associate

Walgreens
11.2014 - 05.2016

Banking Customer Service

FIS Global
08.2013 - 09.2014

Customer Service

Vici Marketing
03.2013 - 07.2013

Customer Service Rep

HSN
01.2010 - 12.2010

Vault Teller

Regions Bank
10.2007 - 10.2008

Credit Card Specialist

PNC Bank
10.2006 - 05.2007

Transfer Agent

Franklin Templeton Investments
12.2005 - 07.2006

Assistant Manager

Walgreens
02.2005 - 01.2006

Account Manager

Ceridian
12.2002 - 02.2005

Cashier/Stocker

Albertson's
02.2000 - 09.2002

No - Business Management

Kalamazoo Valley C.C.

No - Business Managment

Upper Iowa University

High school diploma or GED -

Mitchell Abrams