Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Timeline
Generic

SANDRA K. BIERY

Walton,Kentucky

Summary

Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. . Experienced Customer Service and Sales with over 20 years of experience.To seek and maintain a part-time or full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving resolutions.

Overview

30
30
years of professional experience
1
1
Certification

Work History

Tax Associate FS4

Intuit
01.2025 - 03.2025
  • Developed strong relationships with clients through consistent communication regarding their unique needs and goals related to taxation matters.
  • Streamlined tax preparation processes for increased efficiency and accuracy in filing returns.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Secured and properly handled confidential data to protect against unauthorized access, improper transmission, and unapproved disclosure.

Customer Service Specialist

Results CX
12.2022 - 01.2023
  • Took payment information and other pertinent information such as addresses and phone numbers to place orders.
  • Resolved concerns with products or services to help with retention and drive sales.
  • Activate United Health Care Insurance UCards and OTC Benefits
  • Place and Ship Orders
  • Applied basic sales strategy to engage customers and present solutions to suit individual needs.
  • Described product highlights and benefits to help guide purchasing decisions.
  • Answered customer telephone calls promptly to avoid on-hold wait times
  • Achieved high satisfaction rating through proactive one-call resolutions of customer issues
  • Clarified customer issues and determined root cause of problems to resolve product or service complaints

Tax Associate

Intuit
01.2024 - 06.2024

Research and analysis tax and financial

  • Assessed client tax situations to determine best filing options.
  • Analyzed financial records to verify accuracy of tax returns.
  • Collaborated with clients to answer questions and provide advice on tax matters.
  • Responded to inquiries from IRS and other tax authorities.
  • Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
  • Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate.
  • Offered clients recommendations to reduce tax liabilities.
  • Completed and filed returns with tax departments at local, state, and federal levels.

Tax Associate

Intuit
01.2023 - 05.2023
  • Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
  • Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
  • Prepared accurate tax returns for individuals, partnerships, corporations, and non-profit organizations, maximizing deductions and credits.
  • Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate.

Customer Sales and Service Expert

Ind.Cont.For LiveOps-Bath & Body Works, Vic.Secret
11.2020 - 12.2022
  • Handled calls promptly and with courteous professionalism.
  • Completed call documentation while speaking with customers.
  • Processed orders, service requests and applied information to customers.
  • Employed consultative techniques, using probing questions to overcome objections and close sales.
  • Cross-sold and upsold products to customers based on solid understanding of current needs.
  • Answered average of 100-200 calls per day, addressing customer inquiries, solving problems and providing product information.
  • Managed timely and effective replacement of damaged or missing products.
  • Navigated multiple computer systems expertly to handle customers' sales and service needs.
  • Delivered excellent customer service, resulting in consistent 100% customer satisfaction rating.
  • Implemented and developed customer service training processes.
  • Tier 2 Supervisor for Bath & Body Works, Dual Agent for Victoria Secrets
  • Home Based -Customer Service Call Center

Customer Service Representative & Claims

Ind.Cont.-LiveOps-Allstate Insurance
05.2021 - 03.2022
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Delivered prompt service to prioritize customer needs.
  • Educated customers about deductible payment processing and support policies and procedures.
  • Responded to customer requests, offering excellent support and tailored recommendations to address their needs.
  • Filed Claims for Automobile and Motorcycles accidents
  • Filed Claims for Homes for Catastrophes
  • Set Up inspection appointments to customer convenience.
  • Managed over 50 calls per day filing customer claims

Products Specialist Customer Service

Ind.Cont.-LiveOps- Intuit Turbo Tax
01.2021 - 06.2021
  • Maintained friendly and professional customer interactions.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Provided different products information for correct Turbo Tax Product.
  • Recommended products to customers, thoroughly explaining details.
  • Managed between 50-100 customer calls per day.

Tax Examiner

Internal Revenue Services
01.2014 - 02.2015
  • Code and Edit Data Entry
  • Maintained database of federal and state tax laws and regulations to promote uniform policy and procedural compliance.
  • Interpreted and applied federal and state tax codes for personal, business and corporate taxes.

Independent Contractor- Tax and Bookkeeping Servi

Biery Business Services LLC
01.2011 - 05.2014
  • Preparing Individuals and Small Business Federal and State Taxes
  • Delivered outstanding service to customers to maintain and extend relationships for future business opportunities.
  • Consulted with customers to assess needs and propose optimal solutions.
  • Generated reports detailing findings and recommendations.
  • Gathered, organized and input information into digital database.
  • Conducted P&L statement analysis to improve daily operations, increase revenue and reduce costs.
  • Managed costs and quality of Biery Business Services LLC.
  • Managed over 25 Tax client and 6 Bookkeeping clients per day during Tax Season

Independent Contractor

Courior Service
01.2005 - 01.2010
  • Customer Services, Delivery of Newspapers and Advertisements ,Servicing Accounts
  • Collected, arranged and input information into database system.
  • Developed and updated tracking spreadsheets using Excel.
  • Observed packing operations to verify conformance to specifications.
  • Evaluated trends to understand competitive environments and assess current strategies

Customer Service

Convergys
01.2007 - 01.2008
  • Work at home Call Center Resolving Insurance Problems for customers EyeMed Insurance
  • Investigated and resolved customer inquiries and complaints quickly.
  • Recommended products to customers, thoroughly explaining details.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Maintained up-to-date knowledge of product and service changes.
  • Managed 50-60 client calls per day

Tax Examiner

Internal Revenue Service
01.2005 - 01.2007
  • Research and Problem Solving
  • Processing of Property Liens
  • Release of Property Liens
  • Maintained database of federal and state tax laws and regulations to promote uniform policy and procedural compliance.
  • Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.
  • Professionally negotiated and dealt with taxpayers in confrontational situations.
  • Processed over 500 Liens per day performing Data Entry

Customer Service, Guest Services

Florence Cinemas
05.2000 - 12.2005
  • Sales/Concessions/Box Office
  • Secretarial
  • Daily Sales Reports
  • Reviewed upcoming events and planned for expected challenges.
  • Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
  • Operated POS system to itemize and complete average of 100's customer purchases.
  • Trained new personnel regarding company operations, policies and services.
  • Generated daily reports for Concessions and Ticket Sales

Card Activation/Senior Sales

Citi Financial Group
01.2004 - 11.2005
  • Call Center
  • Credit Card Activation
  • Product Sales & Promotions
  • Customer Service/ Problem Solving
  • Demonstrated products and features to customers, answered questions and overcame objections.
  • Employed effective problem-solving techniques, increasing client satisfaction ratings.

Customer Service Cashier

Coney Island Amusement Park
04.2004 - 09.2004
  • Concession/ Ticket Sales
  • Resolved customer complaints and maintained clean and tidy checkout area.
  • Counted money in drawers at beginning and end of each shift.
  • Maintained reports of transactions and greeted customers when entering and leaving establishment.
  • Performed cash, and card transactions to complete customer purchases.
  • Operated cash register to record transactions accurately and efficiently.
  • Used POS system to enter orders, process payments and issue receipts.
  • Maintained current knowledge of store promotions and highlighted sales to customers.
  • Reconciled cash drawer at start and end of each shift, accounting for errors and resolving discrepancies.
  • Set up new sales displays each week.

Contact Representative

Internal Revenue Service
01.2000 - 05.2002
  • Call Center
  • Contact Rep and Customer Service
  • Tax Examiner and Processor
  • Engaged in learning and development opportunities to promote continued performance improvement.
  • Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy and resolving problems swiftly.
  • Recorded actions taken, issues resolved and Taxable information to effectively manage customer accounts.

Singer/ Songwriter/Professional Musician

Sandy Kay aka Biery Music
01.1995 - 09.2000

Selected music carefully to achieve balance of musical styles such as Country and Christian musical styles.

  • Toured independently and with different bands to promote music.
  • Promoted musical career by maintaining website or social media presence.
  • Accompanied morning worship services on guitar as part of worship team.
  • Composed, arranged and recorded 100 original songs.
  • Selected and arranged music for many holiday performances and special events.
  • Composed and arranged music and recorded music in studios for radio.
  • Planned and organized concerts and programs for churches and events.
  • Performed and Recorded in Nashville, Tennessee
  • Top 40’s chart Recording in Christian, Country Music Genre

Customer Service

Delta Airlines Global Services
06.1997 - 11.1998
  • Airline Reservations and Ticket Sales
  • Trouble Shooting/ Problem Solving
  • Call Center
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Delivered prompt service to prioritize customer needs.

Education

Bachelor of Arts - Integrated Studies, English, Creative Writing,

Northern Kentucky University
Highland Heights, Ky
05.2018

Associate of Arts - English, Theatre/ Directing, Playwriting, Sociology, Business Administration

Northern Kentucky University
Highland Heights, KY
12.2006

Skills

  • Management, Supervision Experience
  • Accounting, Bookkeeping Experience
  • Inventory Control
  • Many PC Programs; Citrix, Avaya, OpenForce, Sales Force, Serenova, Zendesk, VM Ware, CRM Etc
  • Self-Motivated, Active Listening, Data Entry,
  • Decision-Making, Flexible and Adaptability , PPE Compliance
  • Analytical and Critical Thinking, Multitasking Abilities
  • Organization and Time Management, MS Office 365, Windows 10/11
  • Attention to Detail, Customer support,
  • Telephone etiquette, Sales expertise
  • Excellent Communication,
  • Report preparation
  • Software CRM system proficiency
  • POS systems expert
  • Product promotion
  • Service standard compliance
  • Account management
  • Research
  • Account updating

  • Active listening
  • Critical thinking
  • Data entry
  • Customer relations
  • Problem resolution
  • Relationship building
  • Call center experience
  • Computer proficiency
  • Conflict resolution
  • Complaint handling
  • Microsoft Excel
  • Complaint resolution
  • Payment processing
  • Professional telephone demeanor

Certification

MOUS Certification (Microsoft Office User Specialist) received 1999

Additional Information

  • Memberships and Assoc.: BMI Performing Rights Organization.
  • Awards: Certificate of Excellence Awards in Sales, Compliance and Customer Service. Certificate of Appreciation for outstanding team work Presented by Citi Financial Group.
  • Dean’s List 1998, 1999,2002, 2004 .
  • Outstanding Woman of Northern Kentucky Nominee 2000, Presented Award by Kentucky Post .

Timeline

Tax Associate FS4

Intuit
01.2025 - 03.2025

Tax Associate

Intuit
01.2024 - 06.2024

Tax Associate

Intuit
01.2023 - 05.2023

Customer Service Specialist

Results CX
12.2022 - 01.2023

Customer Service Representative & Claims

Ind.Cont.-LiveOps-Allstate Insurance
05.2021 - 03.2022

Products Specialist Customer Service

Ind.Cont.-LiveOps- Intuit Turbo Tax
01.2021 - 06.2021

Customer Sales and Service Expert

Ind.Cont.For LiveOps-Bath & Body Works, Vic.Secret
11.2020 - 12.2022

Tax Examiner

Internal Revenue Services
01.2014 - 02.2015

Independent Contractor- Tax and Bookkeeping Servi

Biery Business Services LLC
01.2011 - 05.2014

Customer Service

Convergys
01.2007 - 01.2008

Independent Contractor

Courior Service
01.2005 - 01.2010

Tax Examiner

Internal Revenue Service
01.2005 - 01.2007

Customer Service Cashier

Coney Island Amusement Park
04.2004 - 09.2004

Card Activation/Senior Sales

Citi Financial Group
01.2004 - 11.2005

Customer Service, Guest Services

Florence Cinemas
05.2000 - 12.2005

Contact Representative

Internal Revenue Service
01.2000 - 05.2002

Customer Service

Delta Airlines Global Services
06.1997 - 11.1998

Singer/ Songwriter/Professional Musician

Sandy Kay aka Biery Music
01.1995 - 09.2000

Bachelor of Arts - Integrated Studies, English, Creative Writing,

Northern Kentucky University

Associate of Arts - English, Theatre/ Directing, Playwriting, Sociology, Business Administration

Northern Kentucky University
SANDRA K. BIERY