Spencer Dagerman

• Removes contents from envelopes/packages

• Identifies and processes system rejects

• Assembles documents in proper order

• Reviews source documents

• Keys data into pre-formatted fields

• Proofreads, identifies and corrects errors to ensure accuracy

• Scans documents and adjusts color, brightness and size

• Scans barcode on file jackets to update file movement within system

• Prints a deposit log and reconciles to receipted checks

• Ensures fee security guidelines and processes are followed

• Knowledgeable of contract performance requirements and acceptable quality levels for assigned tasks to achieve contract compliance

• Support the day-to-day transactions and documentation of transportation operations, including shipment planning, load consolidation, and the import/export processes

• Provide customer support for Lineage Transportation Team

• Process and coordinate shipping and receiving documents across several customers daily

• Enter customer and supplier information and inventory management data accurately

• Support the arrangement of pick up/delivery appointments based on service and schedule requirements

• Maintain, generate, and audit driver logs and transportation reports

• Interface with internal customers daily and support initiatives as assigned by manager

• Assist with invoicing and account receivables collection

• Executed data verification to ensure expedient error detection.
• Processed confidential tax form information with care and precision.
• Completed 40 or more batches per hour with 95% accuracy rate

• Maintained calm, friendly demeanor with upset customers to de-escalate stressful situations.
• Provided front-line phone customer service to policyholders, beneficiaries, agents, and internal customers.
• Communicated effectively and professionally with both internal and external customers to resolve questions and issues
• Developed and maintained a solid working knowledge of the insurance industry and of all products, services, and processes performed by the team

• Performed prep work such as washing, peeling, cutting and seeding fruits and vegetables.
• Resolved customer concerns and relayed relevant information to supervisor.
• Delivered exceptional, friendly and fast service.
• Verified compliance with all sanitation and safety requirements.
• Received 100% rating from 4 secret shoppers

• Prepared for tutoring appointments by learning about key topics and planning out structured activities.
• Provided feedback to students using positive reinforcement techniques to encourage learning.
• Assisted students of all skill levels in accounting.