Shannon Palmer
*** ***** ****** ****** ***. *
Frederick, MD 21701
Phone: 301-***-****
Email: ***********@*****.***
Objective:
A position in the customer service or administrative field where superb communication
skills and organization can help increase profitability.
Experience:
Service Department (July 2010-Present)
Aqua Squad (201 A Broadway Street Frederick, MD)
~Set service appointments with new and existing customers to have us come out and
service their residential water treatment systems, and handle daily office duties.
Telemarketing Manager (August 2008-June 2009)
Atlantic Water Products (201 A Broadway Street Frederick, MD)
~Make necessary changes in staffing based on day of week, sales promotions, other
anticipated events, and performance data. Monitors productivity of telemarketing
representatives and generates reports. Monitors individual, team and call center results to
identify and act on both positive and negative performance trends to insure attainment of
revenue goals and performance targets. Answers questions and recommends corrective
services to address customer complaints or to close a sale. Communication and follow up
to insure representatives are fully informed of all new information related to products,
procedures, customer needs and company related issues, changes or actions. Maintains
harmony among workers and resolves employee grievances. Creates telemarketing
scripts, test scripts Directly supervises 5+ employees and handles payroll for 10+
employees.
Financial Advisor/Client Intake Specialist (November 2006-August 2008)
Frederick Law Group/Quest Debt Negotiators (201 C Broadway Street Frederick,
MD)
~Analyze financial information obtained from clients to determine strategies for meeting
clients' financial objectives. Answer clients' questions about the purposes and details of
financial plans and strategies. Build and maintain client bases, keeping current client plans
up-to-date and recruiting new clients on an ongoing basis. Contact clients periodically to
determine if there have been changes in their financial status. Devise debt liquidation
plans that include payoff priorities and timelines. Explain and document for clients the
types of services that are to be provided, and the responsibilities to be taken by the
personal financial advisor. Guide clients in the gathering of information such as bank
account records, income tax returns, life and disability insurance records, pension plan
information, and wills. Implement financial planning recommendations, or refer clients to
someone who can assist them with plan implementation. Interview clients to determine
their current income, expenses, insurance coverage, tax status, financial objectives, risk
tolerance, and other information needed to develop a financial plan.
Reservation Specialist (May 2006- November 2006)
Carey International (5330 Spectrum Drive Suite H Frederick, MD)
~Plan routes, itineraries, and accommodation details, and compute fares and fees, using
schedules, rate books, and computers. Make and confirm reservations for transportation
and accommodations, using telephones, faxes, mail, and computers. Prepare customer
invoices, and accept payment. Answer inquiries regarding such information as schedules,
accommodations, procedures, and policies. Assemble and issue required documentation
such as tickets, travel insurance policies, and itineraries. Determine whether space is
available on travel dates requested by customers, and assign requested spaces when
available. Inform clients of essential travel information such as travel times, transportation
connections, and medical and visa requirements. Maintain computerized inventories of
available passenger space, and provide information on space reserved or available.
Confer with customers to determine their service requirements and travel preferences.
Examine passenger documentation to determine destinations and to assign boarding
passes.
Secretary/Receptionist (February 2003- June 2005)
Williams Family Possessions (13612 Coppermine Road Union Bridge, MD)
Operate office equipment such as fax machines, copiers, and phone systems, and use
computers for spreadsheet, word processing, database management, and other
applications. Answer telephones and give information to callers, take messages, or
transfer calls to appropriate individuals. Greet visitors and callers, handle their inquiries,
and direct them to the appropriate persons according to their needs. Set up and maintain
paper and electronic filing systems for records, correspondence, and other material.
Locate and attach appropriate files to incoming correspondence requiring replies. Open,
read, route, and distribute incoming mail and other material, and prepare answers to
routine letters. Complete forms in accordance with company procedures. Make copies of
correspondence and other printed material. Review work done by others to check for
correct spelling and grammar, ensure that company format policies are followed, and
recommend revisions. Compose, type, and distribute meeting notes, routine
correspondence, and reports.
Education:
Governor Thomas Johnson High School (August 1999- June 2002)
Frederick, MD 21701
Skills:
~MS Word
~MS Excel
~MS Powerpoint
~Keyboarding Skills
~Excellent Customer Service Skills
~Handle multiple phone lines
~Handle payroll for 6+ employees
References available upon request