Customer Service Representative
Resume:
Travis W Beathley
***** ***** ******** ***** ****, Baton Rouge, LA 70816
**************@*****.***
OBJECTIVE
My objective is to work with a professional group through which my knowledge and skills can contribute to the success of the
organization. My proficiency over the principles of accountancy along with that of computer applications would help me in
effectively performing my duties.
EDUCATION
SOUTHERN UNIVERSITY A&M Baton Rouge, LA
B.S. Accounting May, 2013
MCKINLEY SENIOR HIGH SCHOOL Baton Rouge, LA
High School Diploma May, 1999
WORK RELATED EXPERIENCE
Postlethwaite & Netterville CPA Baton Rouge, LA
May 2013 present
Claims Analyst (BP Deepwater Horizon Settlement)
• Reviewed claims submissions and apply completeness criteria to determine completeness of required documentation.
• Reviewed and analyzed profit and loss statement, tax returns, and other financial records
• Prepared tax reconciliations and applied methodology in order to value claims.
• Reviewed claims in order to provide information to the claimant and other counsel outside the firm.
• Performed regular quality control through secondary review of claims information.
• Preparation of correspondence to communicate benefit determinations.
• Data entered claims information in order to generate correspondence and reports related to status of claims
submissions.
• Contacted claimant regarding incomplete information required to process claim or request additional information.
• Ensured accuracy, propriety, legality of accounting transactions through extensive review of documents.
• Prioritized and addresses requests and assignments in a professional manner to develop cooperative relationships and
to ensure that customer confidentiality is assured.
• Assisted co workers in the completion of tasks and assignments to ensure continuity of service.
• Reviewed contracts, programs, policies, and procedures.
Cypress Audit Group Baton Rouge, LA
Auditor June 2010 June 2013
• Performed testing and documentation of profit and loss and balance sheet accounts
• Worked with business units to determine reasons for variances
• Ensured GAAP, regulatory and risk compliance
• Assisted in the development of annual audit planning
• Assisted in the preparation of audit work papers
STAPLES Baton Rouge, LA
Customer Service Representative March 2008 December 2008
Reviewed and completed customer invoices.
•
Received inbound phone calls and emails from customers to process orders
•
Provided product/pricing information and local store information
•
Resolved in depth customer service and delivery related issues
•
Our Lady of the Lake Regional Medical Center Baton Rouge, LA
Stock Clerk March 2006 October 2007
• Located stock and delivered requested items to authorized departments
• Reviewed requisitions for proper coding, quantities requested, and authorized approvals
• Reviewed and disbursed material bills.
• Received incoming supply shipments
• Maintained established inventory levels by checking shelves and notified supervisor of low inventory items
Home Depot Direct Baton Rouge, LA
Customer Service Representative June 2004 May 2005
• Interacted with customers involving inbound customer concerns and their resolution
• Performed special projects and other activities as assigned by leadership
• Processed business customers order submitted through EDI
Convergys Baton Rouge, LA
Customer Service Representative March 2003 May 2004
Greet customers in a courteous, friendly, and professional manner using agreed upon procedures
Clarified customer requirements; probed for and understanding of requirements or problems
Opening of new accounts and upgrading existing service
Meet customer requirements through first contact resolution
ACTIVITIES
American Red Cross 1999 2003
Swim Instructor
Young Lions 2011 Currently
Mentor
McKinley Alumni Center 2012
Volunteer
SKILLS: Computer Applications: Microsoft Office (XP, Access, Excel, FrontPage, PowerPoint, Publisher, Word),
Photoshop,& Mac OSX functions. AS400
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