Customer Service Sales

James B. Offner

PETALUMA, CA 707-***-**** OR 707-***-****

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

ACCOUNT MANAGEMENT & MARKETING

Branch Operations / Customer Service / Marketing / Finance-Accounting

HIGHLIGHTS & QUALIFICATIONS

. Capturing market share with my superior customer service and delivery

of services

. Building enduring relationships through continued customer financial

needs analysis

. Streamlined operations procedures and increased reporting visibility

. Improved policies and procedures to eliminate repetitive costs

. Time Management and Organization skills

. Staff development, training and coaching

. Microsoft Excel, Word and PowerPoint

KEY ACCOMPLISHMENTS

ADDED UP TO 20 NEW ACCOUNTS WORTH $300K EVERY MONTH. DURING 2009

KITCHENWORKS/HOMEWORKS SALES WERE SINKING. DEVELOPED NEW SERVICE STRATEGIES

TO MEET CLIENT NEEDS AND INCREASE FUTURE SALES. RECOGNIZED AS BEST INSIDE

SALES & CUSTOMER SERVICE REPRESENTATIVE.

Enhanced operations and marketing processes that netted $3.5M. Broniec San

Francisco regional growth was stagnant for three years. Improved marketing

& operations strategy and enhanced customer account services. Rapidly

rebuilt customer base, employing solution consulting skill to improve

client operations. Improved client cash retention and tighten Accounts

Payable procedures.

CAREER HISTORY

PROFESSIONAL TUTOR/TEACHER (P/T), TEACH N TUTOR 2013, PROVIDES CURRICULUM

INSTRUCTION IN LANGUAGE ARTS AND MATH IN ALLIANCE WITH THE NOVATO SCHOOL

DISTRICT.

Business Franchise Broker, ( Independent Contractor) Choice Help

Franchising, an affiliate of Franchise Alliance, 2010-2012.

Inside Sales/Customer Service Representative, Kitchenworks/Homeworks, a

market-leading consumer services company, 2005 to 2009.

Educator, Old Adobe School District, 2001 to 2005.

Branch Sales & Operations Manager, Broniec Associates, a $15M service

consulting company, 1998 to 2001.

Assistant Controller, Waste Management of West Sacramento, 1996 to 1998.

Additional Experience: Budget Supervisor / Accountant, Ventura County,

Dept. of Health and Human Services and Dept. of Waste Management &

Recycling. Sr.Accountant/Supervisor, Northrop Corporation & Litton Data

Systems.

Prior experience in Insurance industry with Occidental Life-Transamerica

Life Insurance Companies as an Underwriter and Contracts Technician.

Education/Certificates

BA Economics, University of California @ Los Angeles (UCLA).

Licensed as a CA. Life, Accident & Health Agent #OH82136.

National Association of Medical Sales Representatives (NAMSR) #2842010.

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