Customer Service Data Entry

SUMMARY:

Extremely motivated and results driven administrative professional with extensive experience in administration and executive support. Highly competent in all areas of office administration. Strong ability to process data accurately. Proven ability to communicate well with diverse groups of individuals. Possess problem solving, leadership, and communication skills. Successful in learning and comprehending new systems and methods. Very well organized and efficient with the ability to manage multiple tasks in a fast paced environment.

Microsoft Office

Accounts Payable/Receivable

Quick Books

Raisers Edge

Mass 90

Problem Resolution

AREAS OF ACCOMPLISHMENT:

Office Management/Owner

Supervised tax preparers and ensured great customer service was provided at all times.

Prepared and reviewed federal and state income taxes for individuals, businesses, benefit funds, real estate, and exempt organizations.

Built new and existing client relationships and demonstrated knowledge of client business.

Maintained monthly budget reports and goals.

Printed and distributed federal refund checks.

Assisted clients with audits and offered financial advice to reduce tax liability.

Printed weekly employee schedules and handling weekly marketing promotions.

Customer Relations

Informed providers of members Medicaid and Medicare benefits and eligibility information.

Processed insurance claims for Verizon Wireless customers whom phone has been lost, stolen, or damaged.

Provided roadside assistance to Verizon Wireless, AARP, and hundreds of insurance customers.

Provided technical phone support for our High Speed Internet, Digital Voice & Video services.

Handled billing and payment issues, verified billing codes for proper payment.

Diagnosed and resolve software and hardware problems.

Entered work orders, customer account information and handling billing inquiries, customer complaints, while providing problem resolution.

Office Administration

Responsible for processing all monetary donations made to agency. Generated snapshot reports, and updated constituent information as needed.

Heavy data entry of confidential donor information in Raiser’s Edge.

Answered multi-phone lines and transferred calls to over 200 extensions.

Greeted and directed visitors and clients to appropriate departments. Scheduled conferences and board meetings

WORK EXPERIENCE:

S & R Instant Tax Services LLC, Houston, TX - Tax Preparer/Owner 2012-Present

United Healthcare Group, Houston, TX - Member & Provider Services Rep 2011-2012

Liberty Tax Service, Houston, TX - Office Manager/Lead Tax Preparer 2009-2011

Asurion, Houston, TX - Customer Service Rep. 2009-2009

Comcast, Houston, TX - Technical Support Rep. 2006-2008

Spherion, Reliant Energy, Houston, TX - Customer Service Rep. 2005-2006

Resource Staffing, Houston, TX - Data Entry Clerk/Admin Asst. 2005-2005

Aviation Laboratories, Houston, TX - Accounting Assistant 2004-2004

SEARCH Homeless Services, Houston, TX – Executive Secretary/Development Associate 2002-2003

SEARCH Homeless Services, Houston, TX - Receptionist 1999-2002

EDUCATION:

IRS Level II Certified Tax Preparer

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