Customer service professional with extensive experience at Internal Revenue Service managing high-volume calls and resolving disputes. Proven performance in generating sales leads and improving client engagement. Skilled in financial transaction processing with strong information security practices.
Overview
2012
2012
years of professional experience
Work History
Customer Service Representative
Internal Revenue Service
Fresno, California
08.2023 - 2024
• Assisted taxpayers with account questions, using IRS procedures and phone systems to support clear service.
• Verified taxpayer identity to protect confidentiality and safeguard Internal Revenue Service records.
• Routed complex tax issues to correct Internal Revenue Service departments for timely case resolution.
Sales Representative
Livermore $ Associates, Inc. (Insurance Brokerage)
Rancho Cucamonga, California
09.1995 - 11.2011
Generated new sales leads through cold calling and networking, expanding customer base.
Prospected new clients through calls, emails, and referral outreach.
Followed up with prospects to facilitate proposal and contract decisions.
Developed key customer relationships, driving sales growth and client retention.
Resolved customer questions with timely, professional communication.
Set up meetings with potential clients and listened to their wishes and concerns.
Collaborated with marketing team to create promotional materials for products and services.
Researched competitors' products, prices, and sales techniques.
Customer Service Night Superviser
COTRAK (Insurance Tracking)
Anaheim, California
1987 - 1995
Supervised call center agents, ensuring effective management of daily service queues.
Coached representatives on scripts and customer support standards to enhance service quality.
Resolved escalated customer complaints and complex service problems.
Trained new hires on systems, procedures, and call handling steps.
Managed night shift activity across Cotrak warehouse and dock areas.
Worked with coworkers from different backgrounds to meet goals and resolve product and service concerns.
Prepared service reports and delivered performance updates to management, highlighting team achievements.
Education
High School Diploma -
Mt. San Antonio College
Walnut, CA
06-1982
Skills
Call management
Telephony skills
Clear communication
Client engagement
Dispute resolution
Issue resolution
Lead qualification
Activity reporting
Data collection
Researching
Researching
Financial transactions
Office equipment proficiency
Information security
Task prioritizationsactionsTactful and diplomatic
Researching
Punctuality
Professional telephone demeanor
Timeline
Customer Service Representative
Internal Revenue Service
08.2023 - 2024
Sales Representative
Livermore $ Associates, Inc. (Insurance Brokerage)