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Customer Service Microsoft Office

Conroe, Texas, United States
October 18, 2016

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Charlene Turner

*** *********** **

Conroe, Texas 77304


Committed to excellence offering over fifteen years experience in training, motivating, and managing staff within customer service based industries. Possess self-driven leadership while still collaborating as an active team member with effective communication skills, critical thinking, complex problem solving and continually striving to improve processes for greater efficiency.


Superior customer service talent including but not limited to escalation matters, conflict resolution, and managerial expertise.

Proficient in sales needs assessment and enrollment of supplemental health plans and prescription drug coverage for Medicare eligible retirees.

Financial advisory for federal and state tax, insurance and other investment options.

Staff development, recruiting, staffing, and training.

General office administration including accounts receivable and payable, Lotus Notes, Microsoft office, Quick books and marketing of organizations.


Aug.8, 2011 to May 18, 2012

Aon Hewitt Navigators

Benefits Advisor

Educate; assess personal needs of retiree to recommend supplement health plan and/or prescription drug plan related to Medicare from a group health plan to the private sector. Sales, service and support for enrollment, advocacy and reimbursement of healthcare expenses.

Nov. 2, 2010

Judge for Shelby County Election Commission

Verification of eligibility and activation of voter card

Feb 11, 2008 to March 25, 2010

Office Administrator for Angel Tax & Advisory Group

Administrative functions for tax, insurance, and financial advisory firm. Non Registered U4, TN Producers License 21, 22-000*******, LTC Certification, ACT software, Excel, Word, Outlook

Charlene Turner

166 Thunderbird Drive

Conroe, Texas 77304


Feb. 2007 to Feb. 2008

Marketing Specialist for Sims Financial Group, Inc.

Increased customer base by identifying and contacting prospective clients by phone. Correspondence and client follow up. Provide daily/weekly Marketing reports Obtained Tennessee Producer License 982378 for Life and Health EZ Data, Excel, Word

Sept. 2003- Feb. 2007

Customer Service for Hal Kaufman Company

All vendor order placement, shipping, tracking. All customer service related contacts. Bookkeeping support, Quick Books Pro, Word, Excel

Jan. 2001- Aug. 2003

Office Manager for HR Block

Training, staffing, organizing, developing over 20 personnel for District Tax Office Client problem resolution with Internal Revenue Service and Immigration and Naturalization. Word, In house software.

Professional License:

Health and Life

Georgia – Non- Residential

New Jersey – Non-Residential

North Carolina – Non-Residential

Texas – Residential

Product certification 2011-2012:

Aetna, AHIP (Medicare), Coventry, Evercare of Texas, First Health, SilverScript (CVS), Sterling, United Healthcare and Washington National.

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