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Customer Service Manager

Portland, Oregon, United States
September 26, 2018

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Cell: 719-***-****


Supervise the work of other employees and volunteers; train and delegate work to others; facilitate small groups

Handle retail cash and bank deposits; provide change for department cash registers and teller drawers; balance cash drawers; accounts payable; accounts receivable; premium breakdown; bank reconciliation; sales tax reporting; download credit card reports; reconcile credit card receipts; process and create customized invoices; produce expense reports and loan statements; process commission statements and research discrepancies; produce aging reports and make light collection calls; maintain GL accounts; process payments and refunds; reconcile vendor accounts; research unapplied cash and open invoices;

Receive inventory; reconcile inventory changes; process returns and exchanges; out-process damaged merchandise; ticket merchandise.

Process payroll; report payroll to ADP; validate time clock system; create payroll reports; post to GL accounts; process and pay employee’s 401K and health care benefits;

Inventory and order office supplies; mailroom processes and machines; answer multi-line phone system; monitor and inventory off premises storage of sensitive documents; supervise office machine maintenance; organize and maintain office files; write procedures;

Proof read; make requests to change; data entry; create proposals and notebooks for customers; marketing assistance; data input; liaison between customers or agents and the carriers;


FINANCIAL SOFTWARE: Quick Books, Oracle, Epicore, AMS, Shepherd’s Staff, Alstar, Alliance, Warehouse Management System (WMS), Digital Currency System (DCS).

OTHER SOFTWARE; Excel, Windows, Word for Windows, Outlook, Objectview

COLLEGE: classes taken at Mt Hood Community College and Portland Community College:

QuickBooks, Credit Union Accounting, Principles of Banking, Algebra and various classes pertaining to customer service and product sales and knowledge.

Licensed property and casualty insurance agent.


House of Myrrh Ministries Small Group Facilitator/Accounting Admin/Office Manager

Manager: Pam Ferguson 503-***-**** August 2012-Present

Paid Position 6 months: Accounts Payable; Accounts Receivable; Supervise office employees;

Volunteer Activities: Facilitate small groups for workshops; assist the Lead Facilitator with large group activities; assist in any area requested by the Lead Facilitator such as administrative, bookkeeping, and coaching workshop participants. Shop for supplies and assist in preparing meals for up to 100 people; supervise 7 to 10 volunteers who are working in the kitchen or other areas of the workshop.

Gresham Grocery Outlet Cashier

Manager: Kim 503-***-**** March 2018-Present

Customer service; cashier; product organization and stocking; Closing duties such as cleaning the front of the store around the check stands.

Big John’s Lumber Bookkeeper/Office Manager

Cedaredge, Colorado, Susan 970-***-**** April 2017-November 2017

Figure, post and pay monthly sales tax, city tax and state tax; balance, post and deposit daily cash; reconcile credit card receipts; reconcile inventory AP and AR; post expense and inventory and ACE invoices; post sold “rental” equipment to GL accounts; reconcile month end inventory changes; month end balancing of GL and bank accounts and petty cash; receive inventory; validate employee’s time on time clock system; input payroll totals and create reports for the payroll manager; post payroll end of month entries in the GL accounts; pay employee’s 401K and health insurance; produce and mail customer’s account statements; make light collection calls; order supplies.

Kohls Seasonal Cashier/Customer Service Desk

Salem, Oregon October 2016-December 2016

Processed return and exchange transactions as well as purchases; re-ticketed merchandise; processed out the damaged merchandise; answered phone; provided change for the department cash registers; restocked shelves; organized merchandise; helped customers locate merchandise.

JDFulwiler & Co Insurance Accounting Administrator/Large Account Technician

Sue Morrell 503-***-**** December 2009-May 2016

Large Account Technician: Assist CSA with certificates, make insurance policy change requests, policy change processing, audit reconciliation and processing, marketing assistance, insurance proposals, online data input, notebooks, schedules, premium breakdowns, account reconciliation, cancellation notices, and binder and/or ID cards; responsible for all commercial on-line rating requests and systems; frequent customer and carrier contact; follow up on carrier submissions and quotes; process invoices and notification of any potential clients issues or cancellations; process and request checks as requested; reprocess policy notebooks and CDs. Provide backup for receptionist and mail room.

Account Administrator: Assist in maintaining the vendor payable desk: relied on for assigned monthly vendor bills, expense reports and loan statements. Responsible for inputting direct bill commissions into AMS for all carriers that do not utilize download of commissions. Reconciling any items out of balance. Investigate direct bill commission checks to make sure that all items are posted correctly and accurately. Assist in maintaining the carrier payable desk: relied on for daily deposits, assigned monthly carrier statements, and assigned monthly client statements. Oversee petty cash drawer and reconciles monthly. Processes premium finance agreements and oversees the aged accounts receivables. Responsible for keeping Account Manager and co-workers apprised of carrier accounting policy and or procedure changes; back up Vendor Payable Associate and Carrier Payable Associate when they are out of the office. Oversee mailroom functions; Train and oversee duties of other mailroom employees, making sure backups are in place, monitor Iron Mountain inventory and off premises storage, weekly ordering of the office supplies. Responsible for ordering and inventory of JDF printed stationary, envelopes, business cards, and other JDF logo printing items. Responsible for printer maintenance calls

PIA Western Alliance Licensed Agent/Customer Service Agent

Vancouver, WA April 2008-September 2009

Quote and bind commercial insurance policies for workers’ comp, general liability, property; download policies and documents; process endorsements; invoice policies; research documents and procedures; data processing; customer service; communication liaison between insurance company and insurance agents.

Allstate Licensed Insurance Agent/Sales Producer

Oregon City, OR October 2001-March 2008

Quote and write insurance policies; research documents to qualify insured; review and update policies; customer service; light collections; process payments and bank deposit; order office supplies; maintain office files.

Lamb’s Thriftway Cashier/Bookkeeping Assistant

Gresham, OR April 2001-December 2001

Daily cash balancing for cashiers and store; daily and weekly financial reports for department managers and store manager; daily bank deposits; payroll preparation/data input into computer/printing and distributing checks; customer service and transactions; balance cash drawer; product knowledge; customer service desk.

Menlo Logistics Cash App./Invoicing/Collections

Portland, OR November 1998-April 2001

AR Specialist: Created Aging reports; assisted in facilitating payment of past due invoices; researched open invoices and unapplied cash; reconciled vendor accounts.

Invoicing Specialist: Created invoices to comply with each vendor contract using field information and reports from Oracle, SAR, and WMS; reconciled each invoice with month end comparative and income and expense statements.

Cash Application: Organized an effective filing system; created a job portfolio for this position; wrote procedures for DCS computer program; worked closely with the IT department to customize DCS for Menlo and solve program failures. Researched unapplied cash; applied all incoming cash; created various reconciliation, daily, monthly, individual vendors; various other projects as assigned.

Lead person overseeing IBM invoicing: Organized the verification and correction of invoices before sending.

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