Customer Service Data Entry
Resume:
Joanne Alexander.*** Church Street New Britain,CT 06051
860-***-**** • **************@*****.***
SUMMARY
● Enthusiastic and quick learner, well organized and self-motivated
● Microsoft word, Internet and Date Entry, updated database, balanced cash flow, QuickBooks
● Call center environment, customer service, bookkeeping, payroll, collections, general ledger
● Skilled in handling the public with professionalism and sensitivity
● Complete tasks in a timely manner, medical claims
● Answer phones, emailed, faxed, scanned photocopied
● Works well independently and as member of a team, relates easily with all kinds of people
● Committed to producing results above and beyond what is expected EXPERIENCE
State of Connecticut – Department of Revenue Services Windsor, CT Team Processing 2017-2017
● Tax processer, received sorted and distributed mail.
● Labeled customers information by sequence number.
● Performed a variety of basic and repetitive processing tasks, e.g. sorting, coding and filing materials. Bank of America – Manpower Windsor, CT
Extractions – IBF 2016-2017
● Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
● Ensured to interact effectively with clients and maintain regular correspondence.
● Received, sorted, and processed payments, mail and other packages to designated areas. USPS – Seasonal Hartford, CT
Casual Mail Handler 2016-2017
● Received mail and uploaded onto the sorting machine.
● Removed open envelopes, bulk envelopes, etc. flat packages placed onto flat bed.
● Picked up mail from various departments to be processed and delivered to mail clerks. Bank of America – Manpower Windsor, CT
Extractions – IMF 2016-2016
● Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
● Ensured to interact effectively with clients and maintain regular correspondence.
● Received, sorted, and processed payments, mail and other packages to designated areas. Amazon - Integrity Staffing Solutions Windsor, CT
Pick-Packer/ Warehouse Associate 2016-2016
● Stocked work area with materials required to perform various job duties
● Operated KIVA system (Amazon Robotics) following all safety guidelines to process orders and package items preparing to be shipped
● Picking, Packing, Sorting, general maintenance and housekeeping duties to ensure a safe, clean, and orderly work environment
Precision Human Resource Solutions Hartford, CT
Transportation Counselor/Team Leader 2012-2015
● Transportation counselor maintaining safe environment for students traveling to and from school
● Assist the bus driver with structure and communication on the bus
● Reinforce bus rules with students and report any incidents or accidents with correct paperwork if necessary
● Develop positive relationship with peers, colleagues, students, and parents
● Ensure knowledge of route and children assigned to the bus and children are dropped off at correct destination
● Ensure adult present for children Pre-K through grade 3 pick up
● Assist new driver with route and procedure with children on bus route
● Report any driver issue or any other problems related to the bus, driver or children to supervisor
● Attend meetings and serve as an active member within the transportation community
● Held meetings with the other Transportation Counselors for updated information regarding job
● Documenting counselors work performance, answering any questions as needed in job relative
● Training new hired Transportation Counselors
Creative Funding Corporation Bloomfield, CT
Office Manager 2008-2012
● Contacting clients/scheduling new appointments
● Answering multiple phone lines/Meeting with clients/going over clients retirement plans
● Setting up meeting for new clients/ follow up phone calls
● Filing client information/ Opening up incoming mail and distribute to appropriate person
● QuickBooks, Bank Statement reconciliation, Payroll Book updating/Check writing
● Dividends and Cap Gains/Check pending business file
● Quarterly: Input of outstanding annuities statements Robert Half Hartford, CT
Accounting Clerk 2007-2008
● Input of data (client investments in Access) Annuities, checked all statement balances before input
● Download Schwab Data, put into CFC System, Load Quotes from Yahoo/Daily log of Business
● Qualified, years end mutual fund statements were filed in notebooks
● Filing-trade confirmation’s (Schwab books), mutual funds taxable sales and clients statements
● Payroll book updating/ QuickBooks-(icon)& bank reconciliation:/Check writing
● Dividends and Cap Gains/Check pending business file, Quarterly: Input of statements outstanding, annuities
● Answering multiple phone lines and for daily accounting outcome of each phone call
● Train new staff, worked with management team and assisted with data entry using Millennium fundraising Aetna Inc. Hartford, CT
Customer Service Representative 1999-2006
● Ordered Access Reports Daily
● Filed Plan Surrenders when completed
● Provided supported for wire copies of files and submit AFS wiring unit
● Ordered Fund One pages, match with confirmation letters and mailing
● Assisted with distributing Scheduling A packages
● Assisted with balancing report/download via (Excel spreadsheet, Access reports)
● Answered questions and resolved issues based on calls/ letters from members providers and plan sponsors
● Explained member’s rights and responsibilities in accordance with contract
● Processed claims referrals, new claim handoffs, nurse reviews, complaints (member/provider), grievance and appeals
(member/provider) via target systems
● Processed daily beneficiary forms
● Effectively documented internal requests and distributed to appropriate team members
● Quality assurance control person for incoming documents
● Organized documents for easy retrieval
EDUCATION
American Works of Connecticut Hartford, CT
Pre-Employment Training Program Certificate
Travelers Insurance Company Hartford, CT
Clerical Training Program Certificate
Weaver High School Hartford, CT
High School Diploma
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