Customer Service Manager

Karyn Linder-Trussell

Castro Valley, CA *****

H: 510-***-****, C: 510-***-****

***************@*****.***

Expertise

Office Management

Clerical Support

Customer Service

Inventory Control

Project Management

Human Resources & Recruiting

Payroll & Benefit Administration

Meeting & Event Planning

Administrative & Supervisory support

AP/AR experience

Life insurance Agent

Experience

8/2017 – 1/2018 Poly Seal Industries/Robert Half

Office Manager

Payroll

Bookkeeping, soft accounting, generation of order invoices

New hire screening

Maintain company records

Inner Office Operations, phones, front desk greeter, phones, meeting setup.

Maintain and generate open order reports

8/2013 – Present Marketing Director and Life Agent

World Financial Group

Conduct life insurance and retirement plan transactions with individuals and families.

Explained and educated financial concepts of money and how it works.

Schedule and track policy requirements, medical labs, underwriting status.

Team building and presentations.

Produce and present illustrations with Company specific product materials

High call volume and client interaction

Field Operations and training of Junior agents

Inner Office Operations, phones, front desk greeter, phones, meeting setup.

Contracted with: Crump, Voya, Nationwide, Transamerica, Everest for insurance and annuity transactions.

7/2010 – 2011 Recruiting Consultant

Essential Staffing, Walnut Creek, CA

Background screening

Reference checks

Interviewing

Hiring recommendations

4/2011 – 11/2011 Human Resource & Office Manager

Deeya Energy, Fremont, CA

Administrative support to 6 Directors

Payroll utilizing ADP Pay Expert

Accounting functions utilizing QuickBooks

Acted as main point person for all HR related responsibilities

Supported the CEO, CFO and Vice President

Office Manager responsible for managing all office functions

Reception and Greeter as needed

Execution of business meetings and employee events

Purchasing Agent

Provided support to the Board of Directors meetings

Travel arrangements

International work Visa coordination

Main point person for building maintenance and vendors

8/2000 – 7/2009 Office Manager/Admin Manager/HR Coordinator

Innovative Claim Solutions, San Ramon, CA

Innovative Clam Solutions is a Workers Compensation Third Party Administrator reporting to the COO. Managed payroll, benefits and 401k administration. Responsible for all technical and office support activities toward seamless business operations at a 50-person office.

Recruited, interviewed, hired, developed and terminated staff according to company policy.

Successfully prioritized multiple projects while maintaining quality and timely completion.

Trained, supervised and provided back up to clerical support team of 10+ which included Receptionist, File Clerks, Bill Technicians and Claim Assistants.

Provided administrative support to 6 Unit Managers and 20+ Claim Examiners.

Acted as primary HR contact for payroll, benefits, open enrollment, 401k, new hire orientation, terminations, EDD hearings, and administered company policy and procedures.

Coordinated and facilitated annual open enrollment.

Customer service, up to and including, liaison to Vendors and Maintenance providers.

Consistently met, or exceeded company and client goals and objectives.

7/1994 – 7/2000 Assistant Manager

MedQuist, Inc., Hayward, CA (aka. Transcriptions Ltd.)

Oversaw Medical Transcription Services to all major Hospitals in the San Francisco Bay Area. Operations, Office Supervision, Work Load Manager and Human Resources.

Medical transcription is part of the healthcare industry that renders and edits doctor dictated reports, procedures, and notes in an electronic format in order to create files representing the treatment

Payroll for 125+ Medical Transcriptionists based on production pay and sliding rate scale.

Assigned, directed and maintained work schedules and timeline turnaround on services.

Oversaw daily technical support activities.

Supervision and training of clerical support team.

Acted as onsite HR contact for payroll and benefit administration.

Primary contact for building management and vendor transactions.

Proficiencies

QuickBooks

Excel, Word, Outlook, etc.

Mac and PC computers

Payroll ADP & Paychex

All office equipment, fax, printer, scanner, postage machine, copier, etc.

Education

Metropolitan Life Insurance Brokerage Course, State of California Licensed Life Agent

Kaplan University – business and insurance education (ongoing)

State of California Licensed Life Agent OK11574

References and letters of recommendation upon request

Contact this candidate