Heidi Wittman
Summary
Reliable management role with a keen focus on detail, accuracy and the impact of the finished product. Expertise in Microsoft Office and QuickBooks software. Specializing in management. Effective at building highly-motivated teams, as well as leading cross-functional crews in a fast-paced environment. Ambitious Customer Service Manager experienced with managing complex projects and driving productivity improvement. Industrious and enthusiastic management professional offering 12+ years of customer service experience. Proven to consistently meet productivity, business and customer service objectives. Skillfully work with all employees to enhance performance and improve day-to-day processes. Diplomatic in resolving internal and customer issues to maximize satisfaction.
Overview
20
20
years of professional experience
Work History
Service Coordinator
P1 Service
07.2024 - Current
- Schedule technicians for all service calls. Worked with other service coordinators to maximize productivity and profitability of technicians.
- Schedule planned maintenance agreements, emergency and after hours calls in addition to dispatching assigned technicians.
- Assist in preparation of monthly tasking sheets.
- Check hours for assigned technicians payroll and confirm hours before payroll is ran each week and ensuring time is submitted correctly and accurately, while reviewing each service call resolution and determining if call can be closed and billed.
- Issue purchase orders and all new service calls.
- Served as a primary point of contact for clients, addressing inquiries, providing updates, and ensuring overall satisfaction with services rendered.
- Managed a high volume of client requests, ensuring timely and effective service delivery.
- Maintained accurate records of all service activities, facilitating smooth communication between clients and technicians.
- Resolved customer complaints and issues to drive satisfaction and loyalty.
Sales Support Supervisor
Diamond S Insurance Agency
09.2021 - 09.2022
- Developed solutions to sales challenges and maximized business opportunities.
- Responsible for the support of the agent and creating all documents for client meetings throughout the changing policy types.
- Organized all client databases and systems.
- Execute insurance forms timely and accurately.
- Worked with the owner to recognize problems, provide analysis, determine solutions and recommend appropriate communication of resolution.
- Ensured compliance with federal and corporate policies and procedures.
- Contact for policy information, ensuring time-sensitive documents are handled with priority.
- Performed and participated in special projects and other duties as assigned.
- Communicated progress of monthly and quarterly initiatives and sales to the company.
Manager
JZ Construction
06.2005 - 05.2017
- Worked directly with manufacturers to produce customers personal orders
- Managed multiple field crews from start to finish of each job
- Strengthened company's business by leading implementation of an accurate pricing program
- Trained, coached and mentored staff to ensure smooth adoption of new program
- Worked directly with advertising companies to promote new sales
- Increased profits by developing, initiating, and managing marketing
- Created, negotiated and finalized customer contracts. Ranging in prices from $1,000-$50,000
- Implemented a set of comprehensive tracking processes to monitor window/door and siding performances
- Answered an average of 40 calls per day by addressing customer inquiries, solving problems and providing new product information
- Walked customers thru a working showroom describing and demonstrating product, accurately explaining details and care of merchandise
- Communicated with vendors regarding back order availability, future inventory and special orders
- Successfully acquired new customers each month, generating a tremendous growth in revenue
- Effectively communicated with and supported sales, marketing and administrative teams on a daily basis
- Handled daily heavy flow of paperwork while maintaining calls on 4 separate lines along with walk in customers
- Contributed to annual store sales of $1 million per year
- Worked with several financing companies/programs to get homeowners thru the process of energy efficient upgrades
- Scheduled weekly inventory pickups and deliveries with vendors
- Developed a reputation as an efficient service provider with high levels of accuracy and organization skills
- Maintained a 30 year reputation for customer satisfaction and helped earned a people's choice awards for over 10 years in a row
- Ensured superior customer experience by addressing customer concerns, demonstrating empathy and resolving problems on the spot
- Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently
- Processed daily invoices and bills for company personal and business accounts
- Recipient of multiple positive reviews acknowledging dedication to excellent customer service
- Helped create/maintain an entire company pricing program
- Participated in 2 home shows per year interacting and engaging in new customers
- Trained more than 10 employees with little to no customer experience and company product knowledge/pricing program
- Occasionally filled in for the Bookkeeper, working with Quickbooks, paying vendors, payroll and collecting customer payments
- Evaluated suppliers to assess quality, timeliness and compliance of deliveries, maintain tight cost controls and maximize business operational efficiency
Education
High School Diploma -
Sanger High School
Sanger, CA2005
Some College (No Degree) -
Fresno City College
Fresno, CASome College (No Degree) -
Clovis Community College
Clovis, CASkills
- MS Windows/Quickbooks proficient
- Exceptional communication skills
- Creative problem solver
- Strong client relations
- Strategic sales knowledge
- Multi-operations management
- Supervision and training
- Policy/program development
- Maintaining accounts Payable/Receivable reconciliation
- Driving continuous improvement
- Time management
- Long-term business planning and execution
- Adherence to high customer service standards
- Self-directed
- Strong interpersonal skills
- Excellent planner and coordinator
- Accurate and detailed
References
Teri Zingarelli: Owner of JZ Construction (559) 351-1657
Joe Zingarelli: Owner of JZ Construction (559) 351-1658
Raven Spratt: Owner of Diamond S Insurance Agency (361) 484-1664
Deanne Clevenger: District Sales Manager Hunter Douglas Windows (559) 283-0651
Ken Smith: Pella Windows & Doors (559) 903-1719
Michael Flanagan: Owner of Advantage Building Products (916) 635-4111
Timeline
Service Coordinator
P1 Service
07.2024 - Current
Sales Support Supervisor
Diamond S Insurance Agency
09.2021 - 09.2022
Manager
JZ Construction
06.2005 - 05.2017
High School Diploma -
Sanger High School
Some College (No Degree) -
Fresno City College
Some College (No Degree) -
Clovis Community College
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