Customer Service Data Entry

Calyn L.Phillips

Cell: 832-***-****

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

Summary

Seeking employment in a respectable company that would provide opportunities for growth

while being an asset to the workplace by maximizing my skills prioritizing, completing

multiple tasks simultaneously and following through to achieve project goals.

Highlights

1. MS Office – Intermediate 2. Billing/ Payment Support Experience

3. Insurance Verification Experience 4. Time Management

5. Adobe Acrobat – Intermediate 6. Over 8800 KSPH

7. Medical Terminology 8. Patient Charting

9. Dedicated Team Player 10. AR/ AP-Bookkeeping

Accomplishments

Licensed Texas All General Lines Insurance Agent: Property and Casualty

Experience

PNC/ Bank Specialist

State Farm Insurance May 2014- Present

● Quote clients auto, home, and commercial insurance

● Submit bank loan applications for mortgage, vehicle refinance, credits cards, and

checking accounts with State Farm Bank

● Manage marketing to apartments and dealerships

● Cross sell to clients with one line households

● Manage and organize sales folders

● Billing and payment support

Data Entry Technician-Temp

Stewart Staffing- Valassis October 2013-May 2014

● Data Entry

● Order Processing

● Verify the information in the computer system was up-to-date and accurate.

● Compiled statistical information for special reports.

● Established effective systems for record retention by creating database for daily

correspondence tracking with MS Excel

CSR Data Entry Technician/ Personal Line Specialist

Farmers Insurance - Houston, TX September 2012-April 2014

● Interviewed prospective clients to learn about their financial needs and to discuss any

existing coverage.

● Processed applications, payments, corrections, endorsements and cancellations.

● Called warm leads each week to expand client base

● Promoted agency products to customers in person, on the telephone and in writing

● Compiled coverage and rating information in an accessible format

● Followed up with potential clients regarding online information requests

● Developed productive working relationships with car dealers, loan processors and other

business partners in the community

● Billing and Payment Support

Customer Service Associate (Cosmetics)

Macys, Inc. – Houston, TX June 2012-September 2012

● Sold and carefully handled merchandise

● Kept inventory of merchandise damaged, outdated. and goods able to sell

● Persuaded customers to open new accounts and obtain more IPT

● Support for credit card payments and new accounts

● Opened and closed the store, which included counting cash drawers and making bank

deposits.

● Consistently exceeded personal sales goals

● Balanced the needs of multiple customers simultaneously in a fast-paced retail

environment.

● Offered exceptional customer service to differentiate and promote the company brand

● Educated customers on product and service offerings

Housing Aide Coordinator (Housing)

University of Houston - Houston, TX May 2010- September 2010

● Organized charity and public events to bring awareness to the parents and current/

future students, generating lead flow

● Developed an excellent rapport with parents to guarantee that their child’s living

arrangements are as beneficial as possible

● Assisted in developing marketing material for on and off campus housing facilities

● Displayed model residential properties and explained the features, value and benefits of

available apartments or dorm rooms

Accountant and Bookkeeper

Texas Women Veterans - Houston, Tx. March 2010-December 2012

● Texas Women Veterans is a non-profit organization that I volunteered my services for

as the accountant and bookkeeper.

● Writing Income and Expenditure Financial Statements (2010, 2011, 2012)

● Formatting the end of the year balance sheets in Excel - MS Office

● Keeping financial records of any revenue and all donations

Education

Currently completing my CNA curriculum

Houston Community College Houston, TX (08/12- Present)

Nurse Aide Program- clinicals: Parkway Place

University of Houston- Houston, TX

Major: Mathematics, Double Minor: Education and Accounting

Freewill Baptist Bible College- Nashville, TN

Major: Education, Minor: Mathematics

Elsik High School- Houston, TX

High School Diploma- 2009

Assets

● Licensed in Property and Casualty, and All General Lines Insurance

● Skilled in multi tasking, prioritizing, administrative and customer support

● Works well independently and in teams without supervision and take action under

own initiative

● Comfortable dealing with accounts payable and receivable

● Proactive, adaptable, and customer-focused

● Excellent interpersonal and networking skills

● Strong follow-through and completion of assigned tasks by deadlines

● Ability to handle sensitive information and maintain confidentiality

● Reputation for discretion, integrity, loyalty, honesty and dependable

● Strong verbal and written communication skills

Additional Information

References

Cherise Lee 817-***-**** Office Coordinator

Megan Kieser 832-***-**** Supervisor

Curtis Williams 281-***-**** Former Coworker

Salary Desired: 12/hr. or more

Contact this candidate