Customer Service Assistant
Resume:
Kelly L. Grunewald
Fairfield, CA 94533
email: ************@*****.***
CAREER SUMMARY
Demonstrated accomplishments in leadership/management, training, administrative, facilities and accounting.
EDUCATION
Konawaena High School (Hawaii)/Analy High School (Sebastopol, CA)
Secretarial Courses along with general education
Luther Burbank Secretarial College, Santa Rosa, CA
Secretarial/Accounting/Legal Terminology/Basic & Advanced English/Filing Courses
Seminars, San Francisco & San Jose, CA and Tampa Bay Area, FL
Attended word processing, computer learning and language, manual writing, desktop publishing and IBM Personal Computer Seminars in California. Attended supervisor/management training, team building and dealing with challenging employee seminars in Florida.
McDonald's Restaurant Management Training Course, San Jose, CA
Attended courses emphasizing people practices, time management, restaurant management, scheduling, store security and training managers/crew.
PHMA, Palm Harbor, FL
Early Childhood Development in a Montessori school using Maria Montessori’s methodology
America’s Training Center, Online
Studying for my California Insurance License
PROFESSIONAL EXPERIENCE
Insurance Solicitor/Appointment Setter: 2019 to current
Better All-Inclusive Insurance Services (BAI), Petaluma, CA
-Mastered Phone Burner Application, made calls to businesses (lead[s]), made up to 400 calls per day, organized all my lead calls information
-Researched online leads to be sure we have all information on a business/person prior to making calls, while making calls and after making a call
-Maintained Leads Spreadsheet
-Assisted all insurance agents by providing leads, following-up with leads and emailing leads insurance information
-Studied for Insurance Certification/License, 52 hours American Training Center
Owner: 2010 to current
Kelly’s Forever Roses, Renton, WA
- Vendor at Gymnastics Meets and Ice-Skating Competitions
Teaching-Assistant: 2007 to 2009
World of Knowledge a Montessori School, Holiday, FL
- Taught 6th, 7th and 8th curriculum
- Substituted in Toddler room when needed
- Helped in office and with after school program
Service Associate II: September 2000 to February 2002
Raymond James & Associates Inc., St. Petersburg, FL
-Assisted the top Financial Adviser (FA) in the company by providing efficient, quality service to him and
his clients
- Research client and security information through all back-office systems
- Receives and processes securities for FA’s clients
- Assist FA’s with marketing efforts including seminars, etc.
Administrative Assistant/Customer Service Specialist: March 2000 to August 2000
HOWCO Environmental Services, St. Petersburg, FL
- Answered busy phones for three sites
- Performed all administrative duties for President, CFO and VP of Operations
- Helped Customer Service and scheduled oil recovery pick-ups for drivers
- Helped accounting with billing responsibilities
Unemployed: August 1999 to February 2000
Team Leader and Team Manager: July 1992 t0 August 1999
Aegon Insurance Group in Petaluma, CA and Aegon Equity Group in St. Petersburg, FL
- Supervised the input and processing of life insurance and annuity policies
- Developed training manuals for all processes in customer service department
- Daily monitoring of all payments, non-payments, automatic premium loans, loans and withdrawals
- Helped to develop new product line for Home Health Care Agencies, created team to handle all processing
of new product line
- Hired, evaluated and dismissed (when necessary) employees
- Worked very closely with Underwriters to develop requirement procedures for both annuity and life
products
Customer Service Clerk: October 1991 to December 1991
Dillard’s, Florida Mall, Orlando, Florida
- Received credit card payments
- Gift wrapped customers items
- Updated customer accounts
- Helped customers with all account issues, purchases and returns
Assistant to Treasurer: July 1991 to December 1991
Royal Battery Distributorship, Kissimmee, FL
- Handled all accounting procedures for newly acquired golf cart battery distributorship in Miami
- Wrote how to procedures for employees so we could monitor inventory and business practices
- Daily monitoring of golf course accounts and updated golf course account files for end of month billing
Administrative Assistant to CEO and Sales Order Administrator: March 1988 to July 1991
Logistix, Milpitas/Fremont, CA
- Coordinated security system for four building sites
- Handled all company insurance policies for vehicles, property and workman's compensation
- Assisted in putting together company Financial Reports and Business Plans
- Researched and implemented new telephone system
- Managed building maintenance and set up of new offices for three locations
- Organized company meetings, luncheons, parties and picnics, then coordinated and served on “The Great
Place to Work Committee” to undertake these arrangements
- Verified all packing slips and accounts receivable invoices
- Prepared and distributed bi-weekly projection reports to all team managers
- Resolved accounts receivable and shipping problems and issues
- Issued and verified all sales order numbers and paperwork to appropriate team managers
- Managed, controlled and disbursed petty cash
First Assistant Manager: October 1985 – October 1987
McDonald's, Santa Rosa, CA and McDonald's, San Ramon, CA
- Managed all training for managers and crew
- Developed crew incentive programs
- Managed the schedule of all staff (45 – 60 employees) for all shifts
- Hired, evaluated and dismissed (when necessary) employees
- Led management staff and crew to a cleaner, more productive and profitable store
Retail Sales Secretary & Information Systems Dept. Secretary: October 1983 to September 1985
Hills Bros. Coffee Inc., San Francisco, CA
- Made travel and department party arrangements for 20+ people
- Assisted the VP and all his staff in the IT department
- Trained new employees on word processing and mainframe computer system
- Used and evaluated new equipment before purchasing, then wrote user friendly manuals for said
equipment
Legal Secretary/Office Manager: July 1981 to September 1983
Jacobs & Jonas, Attorneys at Law, San Rafael, CA
- Filed legal documents at the courthouse
- Dealt with large companies and individuals in a commercial collections law firm
- Worked on trusts and wills for clients
- Supervised office staff, buying of supplies and equipment
ACTIVITIES/INTERESTS
Civil War Reenacting, volunteer work, reading, sewing and so much more
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