Customer Service Sales Reps

Aඇൽඋൾൺ Mൺඋඌൽൾඇ

Flourtown, PA ***** 215-***-**** ********@***.***

Highly motivated and outgoing individual looking to find a position with a company to fulfill both of our needs.

QuickBooks proficiency

SalesForce

NetSuite

MS Office

Analytical

Invoice and payment processing

Data entry

Customer-oriented

Detail-oriented

Quick Learner

Problem-solving

Customer service

Answer email, phone calls daily

Review orders in que for accuracy - go back to Sales Rep or Customer for additional information Prepare invoices and purchase orders

Enter purchase orders online through vendors portals Followed up daily with Sales Reps and customers on pending orders Assisted Sales Reps with quoting and questions on what is needed for the order Ran credit checks for customers was able to approve terms up to 25k Emailed customers order confirmations and Invoice cc'd the Sales Reps Update our database (NetSuite) with customers new assets Took credit card payments and applied to customers account Processed Account Change Requests for customers

Pඋඈൿൾඌඌ ඈඇൺඅ Sඎආආൺඋඒ

S අඅඌ

Wඈඋ H ඌඍඈඋඒ

Order Processing Representative, 01/2017 to 10/2019 Fisher Unitech – Pleasant Ridge, MI

Customer Service Representative, 01/2022 to Present State Farm Insurance– Plymouth Meeting, PA

Issued bills to customers and followed up on late payments Use a customer-focused, needs-based review process to educate customers about insurance options Develop leads, schedule appointments, identify customer needs, and market appropriate products and services

Answer emails, phone calls and IM's from staff or customers daily Sent email confirmations and invoice to the customer Reconciled and matched vendor bills with our purchase orders entered into QuickBooks then paid them Reviewed and entered expense reports and paid

Paid monthly Sales Tax online

Processed shipping & handling and RMA's with vendors & customers Called customers for status on past due invoices weekly and provide updated status to Management Inventory

Applied AR to accounts and ran credit cards

Ran credit checks on DNB and could approve terms up to 25k for customers Trained new employees

Bank Discrepancies/Daily Cash Proof Assoc., 11/1985 to 03/1999 Prudential Insurance Company – Horsham, PA

Maintained petty cash records of debits and credits in accordance with established policies and procedures.

Followed company policies, procedures and practices for accurate recordkeeping and loss prevention. Prepared bank deposits and corporate cash shipments. Trained new employees on proper cash routines, procedures and requirements. Researched and resolved account discrepancies.

High School Diploma: 1984

Springfield High School Erdenhiem PA - Erdenhiem PA Eൽඎർൺඍ ඈඇ

Order Management Specialist/Bookkeeper, 09/1999 to 12/2016 Prism Engineering Inc – Horsham, PA

Reviewed each order in the system for accuracy ( in correct Accounting buckets) Assist Sales Reps with Quoting and choosing the correct items in the system Created billing and purchase orders

Entered all purchase orders into the vendors portals

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