Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Zoel Williamson

Pensacola,FL

Summary

Dynamic and results-oriented professional with extensive experience in customer service and bookkeeping, notably at Trane Technologies. Excelled in enhancing customer satisfaction and streamlining financial operations. Skilled in inventory control and understanding customer needs, achieving significant improvements in efficiency and client relations. Proven track record in leveraging product knowledge and empathy to exceed employer expectations.

Overview

43
43
years of professional experience

Work History

Customer Service Associate

Trane Technologies
08.2007 - Current
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Handled customer complaints professionally, resulting in satisfactory outcomes and positive feedback.
  • Insured continued store operations when the Store Lead has been out of office.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Recommended, selected and helped locate and obtain out-of-stock product based on customer requests.
  • Developed strong relationships with clients through attentive listening and empathetic understanding of their needs.
  • Maintained up-to-date knowledge of product and service changes.
  • Trained staff on operating procedures and company services. Trained new personnel regarding company operations, policies and services.
  • Identified upselling and cross-selling opportunities, contributing to increased sales.
  • Assisted customers in navigating company's products and services, enhancing their overall experience.
  • Worked flexible hours across night, weekend, and holiday shifts.
  • Paid attention to detail while completing assignments.
  • Collected and returned unpurchased or returned items to correct shelf locations.
  • Maintained a high level of product knowledge, providing accurate information to customers.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Achieved consistently high levels of customer satisfaction by prioritizing empathy, patience, and effective problem-solving skills during interactions.

Bookkeeper

Gabriel Fire and Security
10.2005 - 09.2006
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Established QuickBooks accounting system to reflect accurate financial records. Maintained and processed invoices, deposits, and money logs.
  • Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
  • Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
  • Supported management by processing invoices and documents with consistent on-time delivery.
  • Purchased and maintained inventory in the warehouse. Matched purchase orders with invoices and recorded necessary information.

Head Bookkeeper

Servco A/C and Refrigeration
02.1997 - 10.2005
  • Provided comprehensive accounting support to company by managing functions like payroll, accounts payable, accounts receivable and business expense processing.
  • Facilitated smooth year-end closing procedures by coordinating with external auditors and providing necessary documentation for accurate reporting purposes.
  • Prepared accurate financial statements for senior executives, enabling informed decision-making regarding company growth strategies.
  • Managed payroll functions, ensuring timely payment processing and compliance with tax regulations.
  • Collaborated with management to develop annual budgets, providing insight into historical trends and potential future expenses.
  • Maintained strict confidentiality of sensitive financial information to protect company''s privacy and security.
  • Matched purchase orders with invoices and recorded necessary information.
  • Complied with local, state, and federal laws and requirements.
  • Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
  • Recorded deposits, reconciled monthly bank accounts and tracked expenses.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
  • Managed payroll processing and ensured accurate tax withholdings, benefit deductions, and employee reimbursements were applied.
  • Added purchasing and inventory management for both the warehouse and truck stock.

Bookkeeping Assistant

Expert Heating and Air
08.1995 - 02.1997
  • Validated and recorded invoices and resolved discrepancies with vendors.
  • Maintained inventory of office supplies and placed orders.
  • Provided exceptional customer service when addressing client inquiries related to billing issues or account balances due diligently and professionally.
  • Corrected discrepancies in financial records for balanced books.
  • Assisted in timely invoicing for clients, ensuring prompt payments and positive cash flow.
  • Maintained strict confidentiality with sensitive financial information, upholding ethical standards in all professional interactions.
  • Managed invoices, payments and deposits, maintaining accurate expenditure records.

Insurance Claims Specialist

Bartee Chiropractic
11.1994 - 05.1995


  • Sharpened professional expertise through continuous learning opportunities such as attending workshops, conferences, and pursuing industry certifications related to insurance claims management.
  • Resubmitted claims after editing or denial to achieve financial targets and reduce outstanding debt.
  • Posted payments to accounts and maintained records.
  • Maintained strong knowledge of basic medical terminology to better understand services and procedures.
  • Maintained confidentiality of patient finances, records, and health statuses.
  • Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.
  • Communicated effectively with staff members of operations, finance and clinical departments.
  • Assured timely verification of insurance benefits prior to patient procedures or appointments.
  • Enhanced customer satisfaction by efficiently managing insurance claims processes and providing timely resolutions.
  • Maintained compliance with industry regulations and standards by staying current on relevant laws, policies, and best practices for handling insurance claims.
  • Prepared insurance claim forms or related documents and reviewed for completeness.

Bookkeeper

Copytel
05.1992 - 11.1994
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Inspected account books and recorded transactions.
  • Maintained and processed invoices, deposits, and money logs.
  • Completed payroll for employees and maintained detailed records of procedures.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
  • Posted daily receipts and payments in accordance with corporate protocols.
  • Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
  • Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
  • Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Generated invoices upon receipt of billing information and tracked collection progress.
  • Supported management by processing invoices and documents with consistent on-time delivery.
  • Completed tax forms in compliance with legal regulations.
  • Maintained compliance with tax laws, ensuring timely filing of all required documents.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.

Secretary/Bookkeeper

Boysen Sheetmetal Co
09.1986 - 03.1992
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Provided clerical support to company employees by copying, faxing, and filing documents.
  • Prepared professional correspondence, including memos, and letters, ensuring accuracy and timeliness.
  • Maintained daily report documents, memos and invoices.
  • Purchasing and inventory management for the sheet metal shop to ensure materials were available on site for the scheduled weekly jobs.
  • Promoted a positive image of the organization through clear communication both internally with colleagues and externally with clients.
  • Contributed to a positive work environment by providing support to colleagues when needed in various tasks or projects.
  • Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
  • Assisted in event planning and execution for company functions such as conferences, workshops, or social gatherings.
  • Assisted coworkers and staff members with special tasks on daily basis.
  • Managed filing system, entered data and completed other clerical tasks.
  • Opened and properly distributed incoming mail to promote quicker response to client inquiries.
  • Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.

Inside Sales Representative

Mayes Office Supplies
02.1985 - 08.1986
  • Determined needs, delivered solutions, and overcame objections through consultative selling skills.
  • Answered customers' questions regarding products, prices, and availability.
  • Informed customers of promotions to increase sales productivity and volume.
  • Maintained up-to-date knowledge of available products to best serve customers and maximize sales potential.
  • Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
  • Proven ability to learn quickly and adapt to new situations.
  • Collaborated with outside sales representatives, marketing and other departments to generate leads and close sales.

Restaurant Co-Manager

Wendys Restaurant
07.1981 - 02.1985
  • Assisted in seasonal hiring efforts to ensure adequate staffing levels during peak business periods. Carefully interviewed, selected, trained, and supervised staff.
  • Walked through store areas to identify and proactively resolve issues negatively impacting operations.
  • Managed daily operations to ensure a high level of efficiency, consistency, and quality in both food and service.
  • Managed staff schedules and maintained adequate coverage for all shifts.
  • Motivated staff to perform at peak efficiency and quality.
  • Promoted positive atmosphere and went above and beyond to guarantee each customer received exceptional food and service.
  • Correctly calculated inventory and ordered appropriate supplies.
  • Met, greeted, and encouraged feedback from customers and used feedback to implement positive changes within restaurant.
  • Reconciled cash to maintain accurate records.
  • Optimized labor costs by closely monitoring schedules, adjusting staffing levels according to business needs, and employing cross-training strategies.
  • Effectively managed payroll and timekeeping, and paperwork for new hires and terminations.
  • Tracked daily sales transactions and invoices for accurate and updated financial reporting.
  • Oversaw food preparation and monitored safety protocols.
  • Maintained kitchen cleanliness and sanitation through correct procedures and scheduled cleaning of surfaces and equipment.
  • Promoted a positive work environment with proactive conflict resolution strategies and team-building activities.
  • Trained staff on proper cooking procedures as well as safety regulations and productivity strategies.
  • Kept facility compliant with health codes, sanitation requirements and license regulations, alleviating potentially heavy fines.
  • Ensured compliance with local health department regulations through regular staff training sessions and facility inspections.
  • Oversaw inventory management processes to minimize waste and maintain optimal stock levels for seamless operation.
  • Reduced inaccuracies by carefully counting cash and keeping meticulous records of transactions.
  • Inspected equipment and machinery for proper working condition and directed staff to clean and repair as needed.
  • Facilitated regular safety training sessions for all team members to ensure a safe working environment free from accidents or injuries.
  • Maintained effective supply levels by monitoring and reordering food stock and dry goods.

Education

High School Diploma -

Booker T Washinton HS
Pensacola, FL

Skills

  • Product knowledge
  • Stock replenishment
  • Inventory control
  • Customer service
  • Computer skills
  • Understanding customer needs
  • Safety regulations
  • Store management support
  • Inventory audits
  • Maintaining stock levels

Accomplishments


  • Supervised team of 30 staff members.
  • Shown the ability to manage the store when the store lead has been out of the office for extended periods of times throughout my time with Trane.
  • Salesforce Super User

Timeline

Customer Service Associate

Trane Technologies
08.2007 - Current

Bookkeeper

Gabriel Fire and Security
10.2005 - 09.2006

Head Bookkeeper

Servco A/C and Refrigeration
02.1997 - 10.2005

Bookkeeping Assistant

Expert Heating and Air
08.1995 - 02.1997

Insurance Claims Specialist

Bartee Chiropractic
11.1994 - 05.1995

Bookkeeper

Copytel
05.1992 - 11.1994

Secretary/Bookkeeper

Boysen Sheetmetal Co
09.1986 - 03.1992

Inside Sales Representative

Mayes Office Supplies
02.1985 - 08.1986

Restaurant Co-Manager

Wendys Restaurant
07.1981 - 02.1985

High School Diploma -

Booker T Washinton HS

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Zoel Williamson