Customer Service Data Entry

Judith E. Lukis

*** ***** ******, *********, ** *9401

610-***-**** - home

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

Overview: Motivated and detail orientated individual with a great deal of

experience in administrative and office support. Ability to multi-task,

work without close supervision and provide exceptional customer service.

Outstanding ability to set priorities and meet deadlines.

January 2014 -

April 2014

H&R Block

January 2013 - April 2013

. Greet clients and match clients to the appropriate tax consultant in a

warm, friendly and inviting manner both in person and via phone.

. Assure client focus, confidentiality, and privacy before, during and

after service.

. Schedule clients for tax appointments and manage their wait time

expectations.

. Identify and communicate products or services to help meet unique

client needs.

. Handle client exits by verifying current and future needs have been

met

. Collected payments by check, cash or credit card

Spencer Gifts

December 2012 - January 2013

Toy ZAM

. Provided excellent customer service to customers looking to purchase

toys, games, puzzles, etc.

. Assisted customers in selecting and purchasing toys.

Spencer Gifts September

2012 - November 2012

Spirit Halloween Store

. Assisted customers in selecting and purchasing Halloween costumes and

accessories.

. Provided customer service in a fast paced environment to support

customers in the fitting room and at the register.

. Merchandised all Halloween store merchandise including costumes,

accessories and props.

Valley Forge Pension Management

January 1990 - August 2011

Division of Valley Forge Financial Group

. Worked at Valley Forge Pension Management for 20+ years as a Pension

Administrator.

. Administered various Defined Contribution Pension Plans according to

their plan documents for 50 to 60 clients at a time.

. Plans administered included: 401(k), Money Purchase, Profit Sharing,

Safe Harbor and Roth 401(k).

. Completed 5500s and 1099-R forms.

. Administrative responsibilities included: Assembling and mailing

valuation packages, performing trust accounting, and corresponding

with clients via phone, email and letters.

. Processed payroll contributions, transfers, loans and distributions

for each of my clients, while ensuring plans met all non-

discrimination requirements.

Valley Forge Financial Group

May 1980 - December 1989

. Corresponded with Insurance Companies regarding group medical, life,

short term and long term disability quotes.

. Prepared benefit summaries to help clients understand information

obtained from the Insurance Companies regarding their plans and

pricing.

. Communicated with clients the pros and cons of each plan while

advising them on the products most suited for them.

Computer Experience: Proficient with the Microsoft Office suite including

years of experience with Excel and Word. Proficient with Pension software

programs.

Contact this candidate