Summary
Overview
Work History
Education
Skills
Certification
Dog rescuing, helping others with disabilities
Timeline
Generic
RANDI KATZ

RANDI KATZ

Bullhead City,AZ

Summary

Dependable and dedicated professional, with over 35 years of experience in Customer Service, as well as 25 years of office experience running many kinds of businesses while working with customers and employees. I am goal and detail oriented, and a team player. I believe in looking forward and bringing the best work to everything we do. My goal is to find a company that we can bring all ideas together and work as well oiled machine.

Overview

24
24
years of professional experience
1
1
Certification

Work History

Quickbooks Live Bookkeeper (W@H)

Intuit Inc
04.2021 - 06.2023
  • Have monthly scheduled calls with clients
  • Make sure client’s books are clean and UTD
  • Run reconciliations
  • Categorize transactions
  • Send end of month reports
  • Schedule client appointments month in advance
  • Work with teammates to keep cohesive books
  • Set up documents center and file documents
  • Keep client chat flowing and answered

Customer Service Rep (W@H)

Alpine Access
08.2019 - 04.2021
  • Customer product support
  • Data entry
  • Help cx migrate products from DT to QBO
  • Guide cx with Merchant Services
  • Work directly with T2’s and T3’s
  • Create Escalations, Corrections, & Amendment’s
  • Trained in Merchant Services, FSP, QBOA, and DT
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor
  • Handled customer inquiries and suggestions courteously and professionally
  • Answered constant flow of customer calls with minimal wait times
  • Answered customer telephone calls promptly to avoid on-hold wait times

Application Specialist

EMSI
10.2018 - 05.2019
  • Customer Service
  • Data entry
  • Received incoming underwriting recalls
  • Communicated with clients for underwriters
  • Made calls to verify information given to Health Insurance Agent

Office Manager/Bookkeeper

Blue Coast, Inc
08.1999 - 06.2014
  • Customer service
  • Data entry, A/P, A/R, IRS Tax forms, payroll, scheduling
  • Wrote estimates, invoices, proposals, change orders
  • Organized office, set up computer programs & office policies
  • Customer Entry

Education

Skills

  • Documentation and Reporting
  • Customer Support
  • Account Management
  • Bookkeeping Software
  • Service Recommendations
  • Data Entry
  • Complaint Resolution
  • Problem-Solving Abilities
  • Active Listening
  • Customer Relations
  • Product and Service Knowledge
  • Customer Inquiries

Certification

  • Arizona Life, Accident, and Health agent - 2023
  • Nazcare Peer Support Specialist - 2019

Dog rescuing, helping others with disabilities

I have been rescuing dogs for 30 years, and in 2015 when I moved to Texas I started rescuing Horses, Goats, all different kinds of birds including Turkeys as I was raising Chickens as well. I love all kinds of animals since I have been suffering from Mental Health my whole life and being a Peer Support specialist, it makes me feel good to help other people who are having a hard time. Wether it be due to mental health or if they are just having a bad day. I love it when I can help a clients on the phone the same way.

Timeline

Quickbooks Live Bookkeeper (W@H)

Intuit Inc
04.2021 - 06.2023

Customer Service Rep (W@H)

Alpine Access
08.2019 - 04.2021

Application Specialist

EMSI
10.2018 - 05.2019

Office Manager/Bookkeeper

Blue Coast, Inc
08.1999 - 06.2014

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RANDI KATZ