Sign in

Customer Service Administrative Assistant

Largo, Florida, United States
January 31, 2018

Contact this candidate


Sara R. Sheppard

Cell: 757-***-**** E-mail:

Objective: To obtain full-time employment as an administrative assistant.


Interact with both internal and external customers

Strong oral and written communication skills

Proficient with MS Word, Excel, Outlook, PowerPoint, and POS systems

Schedule/coordinate meetings and maintain staff calendars

Establish and maintain administrative records

Obtain insurance information from customers

Highly organized and policy driven

Handle confidential files and information

High energy; ability to motivate and train staff

Ability to lead diverse groups of employees

Proficient with LifeComm, CSS, ECS, ASD, Platinum, Reflections and AWD


Transamerica Premier Life Insurance Company

Senior customer service/Agent Support Sept 2014-Present Handle inbound calls supporting Career Agents, Broker Dealers, First Command advisors and policy owners. Facilitate market investment transfers. Handle escalations assigned by front line manager. Coach team members with low quality assurance scores or productivity scores. Assist with questions concerning application of payments. Provide material for new hire training, assist with training new agent support CSRs in call center, and other duties as assigned. Request expedited disbursements, assist with form completion and conversion questions. Process one time payments for policies as well as setting up reoccurring payments.

Private Nanny Nov 2013-Sept 2014

Provide a safe, caring, and nurturing and stimulating environment for two children ages two and seven enabling them to thrive and develop. General responsibilities include undertaking most all tasks related to the children’s care. Responsible for keeping the children’s areas neat and tidy, in addition to providing attentive, high quality childcare. Transport children to and from activities, grocery shopping and plan the children’s daily schedule. General housekeeping and laundry.

Coach Nov 2009-Oct 2013

Operations Associate Manager

Manage up to 75 subordinates, train new managers, open and close store, contact IT and security system provider for support as needed, supervise vendors during site visits, verify store funds in safe for accuracy, and prepare cash deposit at close of business. Conduct store audits and store inventory, process weekly payroll, manage end of month paperwork, manage loss prevention program, receive shipment, place supply orders, execute new product floor-sets, refresh and create new product information packets for new hire on boarding.

Sara Sheppard Page 2

Burberry Apr 2008-Nov 2009

Key Holder

Manage five subordinates, open and close store, contact IT and security system provider for support as needed, supervise vendors during site visits, verify store funds in safe for accuracy, and prepare cash deposit at close of business, merchandise as directed by store manager.

Delta-T Jan 2007 – Apr 2008

Administrative Assistant/Receptionist

Welcome and announce guests and visitors, order all office supplies for staff of 250 employees in three separate facilities, communicate with vendors and suppliers, set up and break down conference spaces for in-house meetings, facilitate delivery of meals for conferences, sort and deliver mail, assist with document control, catalog library materials, and monitor workers during renovations. Operate multi line phone system, fax, and high-speed copiers.

Banana Republic/Gap Inc. Sept 2004-Oct 2006

Assistant Manager

Supervise customer engagement and merchandising in the men’s department, visual merchandising, conduct new hire orientation, pre-screen new applicants, perform hourly

evaluations of employee performance to measure adherence to corporate standards, monitor facility maintenance for store, contact corporate office for support as required, verification of store funds in safe for accuracy, and prepare cash deposit at close of business.

Monica Sigmon Photography May 2002-Sept 2004

Photography Assistant

Create filing system for completed photography files, place orders electronically and by phone, prepare client invoices, make daily bank deposits, separate orders upon receipt for

final delivery, assist with all portrait and wedding sessions, set appointments, maintain office and photographic supplies, and coordinate special events.


Part-time student St. Petersburg Community College Aug 2016-present

LOMA 101, 281, and 291 completed Jul-Oct 2015

Part-time student Thomas Nelson Community College Aug 2004-May 2010


Acknowledged for outstanding customer service by CEO of Transamerica Jan 2016

Average quality for the year is 99.6%. Jan 2016- Nov 2016

Compliance rating 94-96% Sept 2014-Present

Moved retail store from being a target store for theft to non-target in FY 2013

Top Service Leader for the East Coast FY 2012

Contact this candidate