Customer Service Sales
Resume:
Cynthia Aughenbaugh
Phoenix, AZ. 85035
Attn: Human Resources
If your company requires a high-energy Legal Assistant, Administrative
Assistant, Receptionist, or a Customer Service Rep with a no-excuses
attitude and is up to any task, then I am the person you are seeking. My
qualifications and experience will enable me to fulfill your expectations.
I am conscientious in my personal and professional life. I take pride in
my work, and myself. I derive considerable satisfaction from doing an
assignment well. I cope well with high-stress situations and can manage a
variety of projects simultaneously. My specific proficiencies include
strong organization skills, customer service, and administrative duties. I
am seeking a responsible position that offers challenge and opportunity.
I believe my background provides the skills you require for this position.
I would welcome the opportunity for a personal interview to further discuss
my qualifications.
Sincerely,
Cynthia Aughenbaugh
Enclosure
Cynthia Aughenbaugh
5616 W. Holly St.
Phoenix, Arizona 85035
***********@*******.***
OBJECTIVE
Secure long-term employment with an organization that offers opportunities
for growth within the administrative, client service, insurance and or
legal industry.
BACKGROUND
Reputation as a dependable and accountable employee. Strong organizational
skills. Skillful at processing data and information, keeping records, and
tabulation.
EXPERIENCE
02/12 - 11/12 Pension Funds Of AZ, 1819 E. Morten Ave., Ste. 120, Phx, AZ
85020
Administrative Assistant
Perform administrative functions on pension plans. Scrub census -
Request census, assets and bank statements from client's or CPA. Answer
any questions that clients or CPA's may have. Print NW reports and make
sure that contributions and employer match are the correct amounts that the
client entered on the census. Import census and NW reports into Datair
give file to administrators so they can prepare PYE valuations and 5500's.
Copy and scan annual valuation into clients file, bind client's copy of the
annual valuation, 5500, place sign here flag on 5500 with return address
envelope, prepare invoice from QB and mail package to client. Receive
signed 5500's and authorization forms scan to client's electronic file, put
in red file and give file to administrator to file with the IRS. Prepare
and request 5558 extension from IRS if needed. After clients annual
valuation is complete prepare clients vesting excel spreadsheet and upload
it into Nationwide. Prepare new client files, Plan Document Notebooks,
Invoices from QB and Nationwide Enrollment Packets. Open mail and post
invoice payments into QB, prepare deposit slip, envelope for deposit and
take deposit to the bank. Print end of month aging report from QB. Enter
clients NW contributions and mail check with deposit form to Nationwide.
Greet clients venders, and visitors in person or by telephone, Answer
phones, fwd calls to appropriate person or take messages, make copies,
file, scan documents, faxing, open and distribute mail to appropriate co-
worker, log incoming and outgoing mail, order supplies, back up computer
tapes, and prepare UPS, FedEx and post mail with stamps.com. Perform all
other duties as assigned.
03/07 - 06/11 Pension Professionals, Inc., 5133 N. Central Ave., Ste. 102,
Phx, AZ
Ins UW/ Admin Asst.
Perform New Business/Underwriting administrative functions on new
business applications in support of Pension Professionals and Life
Brokerage Underwriters and Agents. Manage all assigned cases, verify that
all applications have required state and regulatory forms
completed/attached, verify required signatures appear on the application
and communicate with agent's to proactively obtain missing data in a timely
manner. Provide pertinent information to agents on a proactive basis,
promptly return phone messages received from other departments within the
Company. Provide customer service to our clients with any special
requests, resolve problems, and communicate to the agents and clients.
Receipt and identify medical and non- medical requirements and request all
medical records, prepare check request for medical records, Licensing,
Contracting and Insurance fees. Prepare and submit applications for
Licensing, Contracting and E&O insurance for the agents. Process all money
received and prepare deposits. Prepare invoices, enter into Gorilla and
email home office copy of invoice for quick books. Log all mail into the
computer, scan and email payables, commission statements and deposits to
the home office, deliver all other mail to appropriate co-workers. Answer
phones, make copies, file, scan documents, prepare UPS, FedEx and post
mail. Perform all other duties as assigned.
10/06 - 02/07 Wolf & Associates Law Firm, 320 E. Virginia, Ste. 200, Phx,
AZ
Legal Assistant
Prepare check request forms and checks, Post payments, Process credit
card transactions, Prepare and generate monthly billing, Print monthly
statements and mail to clients, Collect payments on delinquent accounts,
Setup new clients in database and Open new Criminal Files, Prepare Notice
Of Appearances, Motion To Continue and Motions To Withdraw, File legal
documents with the court, Mail legal documents to clients, Close files,
File Motion To Withdraw as counsel with the court and Update closed files.
Answer phones, Schedule appointments, Data Entry, order supplies and keep
copy room stocked with supplies, Maintain copy machine and printers. Post
mail, File, photocopying, faxing and emailing, Create Airborne and Fedex
slips, Maintain relationship with Vendors, Assist Attorney and Paralegal
with any special projects, Customer service support.
06/04 - 09/06 Benedict & Martin Law Firm, 3333 E. Camelback Rd., Phx, AZ
Office Manager/Accounts Receivable Clerk
Prepare check request forms and checks, Post payments, Attorney and
Paralegal time and expenses to Timeslips, Process credit card transactions,
Prepare and generate monthly billing, Print monthly statements and mail to
clients, Generate Accounts Receivable Report and give to Attorney's,
Collect money on delinquent accounts, Setup new clients in database
(Timeslips and Timematters), Back up Timeslips and Timematters database
daily, Prepare new client billing files and maintain client billing files,
Data Entry, Schedule appointments, Order supplies and keep copy room
stocked with supplies, Maintain copy machine, printers, postage machine and
credit card machine, Process Deeds/Process Articles, Prepare letter of
direction to County Recorder's Office and AZ Corporation Commission, Fax
2553 & 8832 Forms to IRS, Notarize Estate Planning, LLC, Corporation and
PLLC documents, Follow up on client matters, Scan signed LLC, PLLC and
Corporate documents and save into Timematters database, Update Statutory
Agent list, Safe File list, Closed Files List, Prepare new client files,
Finalize client files, Answer and distribute all incoming phone calls,
Answer client questions, Take messages, Greet clients & offer beverage,
Direct client to conference room, Post mail, File, photocopying, faxing
and emailing, Create Airborne and Fedex slips, Maintain relationship with
Vendors, Assist Attorney and Paralegal with any special projects, Customer
service support.
01/04 - 02/04 Wealth Systems, 4000 N. Central Ave., Phoenix, AZ
Sales Receptionist
Answer and distribute all incoming phone calls, Process payments on
Authorize Net program, Setup new clients in the database (MS Access), Run
daily sales reports, Create and mail customer statements and guaranteed
certificates, Data Entry, Process orders, Print weekly sales list and leads
and distribute to sales reps, Track daily orders, leads, and sales, Create
Airborne and Fed-ex slips, customer service support.
07/96 - 11/03 Advo, Inc., 2235 S. Central Ave., Phoenix, AZ.
Client Service Account Representative
Serves as resource and focal point to answer tactical questions from
sales associates and clients regarding Service Delivery processes; policy
and procedure. Identifies and resolves issues causing client
dissatisfaction within ADVO; acts as liaison with other functions.
Develop/executes preventative measures through implementation of training
and/or procedures. Manages a client account portfolio (general criteria to
be determined; application may be branch specific based on revenue, volume
and span of control). Ability to manage the client relationship through
communication and planning directly with the client. Determine and execute
programs in alignment with the client's marketing strategy including
profile recommendations and product suggestions. Responsible for account
management activities including but not limited to problem resolution,
profile management, billing issue resolution, order entry/modification,
self audits, client credits, coordination with various production
facilities & Graphics Print. Develops client/product specific
presentations, as needed delivering to internal and external clients.
Primary contact with clients via phone and/or in person; may require some
travel.
03/96 - 06/96 Pioneer Packaging, 730 E. University, Phoenix, AZ.
Receptionist
Answer and distribute all incoming calls, Posting, sorting and mail
distribution, Collate Invoices, Backup Computer Files, Maintain
P.O./Invoice Files, Typing, Filing, and Copying.
06/95 - 09/95 Arizona Health Care, 701 N. First Street, Phoenix, AZ.
Receptionist
Answer and distribute all incoming calls, Typing, Filing, Copying medical
files, Creating new medical files and retrieve medical files, Posting mail,
Sorting and distribution of the mail.
08/92 - 05/95 Morevest AZ, Inc., 2352 E. University Dr., Phoenix, AZ.
Account Receivables Clerk/Secretary
Making Deposits, Posting to A/R, Sending customer statements, Customer
Service, Input and set up new accounts, Create and send credit approval
letters, Input inventory, Close for end of month and print end of month
reports, Coordinate payments and validate disputes for recovery management
department, Sort all employee checks and distribute, Typing, Filing, Back-
up receptionist with phone coverage, copying and posting the mail when
needed.
01/89 - 12/89 Miranda & Fitzhugh Law Firm, 3rd Ave, & Palm Lane, Phoenix,
AZ.
File Clerk
Answer and distribute all incoming calls, Typing, Sort and Distribute
Mail, File and Retrieve Client Files.
EDUCATION
07/90 - 1/91 Maricopa Skill Center, 1245 E. Buckeye, Phoenix, AZ.
Certificate, Computerized Office Procedures
Degree: Jan., 1991 GPA: 3.0
. Completed 7 month training course in Receptionist Skills
. Alphabetic & Numeric Filing, Mail Sort & Dist., Dictation
. Well orientated with office equipment such as Copy Machine, Simms
Scanner, Electric Typewriter, NEC Phone System, IBM
Computer, Postage Meter, Hypercom Credit Card Machine and Familiar with 10
Key.
. Proficient in: WordPerfect, Windows, Microsoft Word, Account Mate,
Time Matter 6.0, Time Slips 10.5, Microsoft Outlook and Outlook Express
. Familiar with Lotus & Excel
09/82 - 06/86 Carl Hayden High School, 35th Ave, Phoenix, AZ.
General Studies
Degree: June, 1986 GPA: 3.0
Contact this candidate