Service Representative Data Entry
Resume:
Jody Richardson
*******@*****.***
PROFESSIONAL EXPERIENCE
Seasonal Customer Service Representative/AppleOne/ProFlowers San Diego, CA Apr 2019 – May 2019
Nov 2018 – Dec 2018
Assisted customers via Chat, email, and phone to answer questions, service issues, place orders, returns and refunds. Temporary Property Manager/AppleOne/Salvation Army Silvercrest Residence El Cajon, CA Dec 2018 – Mar 2019
Answer phones and interact with residents, collected and recorded rent, address residents’ concerns and questions, completed and logged maintenance requests and repair issues for Maintenance Superintendent, document reports of disturbance that occur, evaluate the situation to resolve the problem, report suspicious or abnormal activities in and around the property, general administrative duties.
Administrative Assistant/SB&O, Inc San Diego, CA Feb 2017 – Jan 2019 Perform administrative duties under the direction of Administrative Manager Provide administrative support for Project Managers and Executives, prepare paperwork and maintain filing system, assist with new hires including completion of paperwork and I-9 verification, answer the main phone, forward phone calls and take messages, place supply orders as needed and complete thorough research for pricing. Sort and distribute mail daily, greet clients, Reviewing, organizing and filing internal documents; maintained an extensive paper and electronic filing system for correspondence, business matters, and other related data, assist in preparing and processing correspondence, reports, contracts, emails, faxes and other documents, handle confidential and time sensitive documents appropriately, update and maintain business contacts in database. Church Administrative Assistant/Fulfillment Worship Center National City, CA Jun 2017-Dec 2017 Manage the business operations of the church., answer and screen phone calls take messages as needed, publish church bulletins, maintain church calendar, enter in totals for weekly tithes/offerings and donations, enter new members and visitor information in database, maintain files and confidentiality on all information, maintained an orderly and clean office and filing system, and other duties as requested by Senior Pastor. Office Manager/Registered Rep, Stockton Financial and Insurance Services/New York Life San Diego, CA Sept 2015 to Dec 2017
Provide office management services for CFP, supervising office staff, maintaining office records, responsible for ensuring clients receive excellent customer service by servicing in force contracts and overseeing that new contract submission/processing is correct and timely. schedule and coordinate meetings, appointments and travel arrangements, maintain office supplies and inventories, coordinate and maintain records for staff, telephones, parking and petty cash Annuities: contact source institutions for updates & to define requirements, ensure completion of all steps through printing, delivery, and receipt submission. Maintain up-to-date Log regarding all apps in progress for Agent to review at least once per week. Marketing: discuss appropriate audiences, create and modify mailing lists, complete mailing, summarize. Print reports, annual reviews, manage and submit Co-op advertising requirements Administrative Associate, DACA Financial Group San Diego, CA Mar 2015 to July 2015 Meet and greet clients, manage CRM data entry and maintenance, handle and distribute incoming and outgoing mail, organizing files, scanning documents, and schedule and coordinate meetings and appointments, assist with various projects as assigned by COO and Broker/Dealers.
Seasonal Insurance Customer Service Representative, Harte Hanks San Diego, CA Nov 2014 to Feb 2015 Sedona Staffing (temporary)
Act as a liaison between patients and medical insurance providers in researching healthcare benefits and coverage, educating callers on healthcare plan(s) that best fit their insurance needs. Seasonal Proctor, California State Bar Office of Admissions/AppleOne Los Angeles, CA July 2014 to Aug 2014
Assist in the administration of examinations, conduct a thorough inspection to ensure that prohibited items are not allowed into examination room, distribute and collect examination materials, complete various forms pertinent to the examination process, observe examinees while they take examination, review and read announcements for each session prior to meeting with examinees, always maintain the security of examination materials. Retirement Accounts Specialist, LPL Financial, San Diego, CA Jan 2008 to Feb 2010 Review all new business for Individual Retirement Arrangements (IRAs) and Qualified Retirement Plans (QRPs), process distributions from LPL retirement accounts including periodic, death, divorce, process journals between LPL retirement accounts including contributions, transfers between like retirement accounts held at LPL, Roth conversions and Recharacterizations, understanding of IRS reporting and related IRS codes, compliance rules and regulations. Assistant to the Mayor for Constituent Services City of San Diego, San Diego, CA Feb 1999 to July 2000 Serves as liaison between assigned office and other city staff, the general public, and outside agencies, provides information and assistance as appropriate, explain programs, policies, and activities. Screen office calls, visitors and mail, provide information and assistance including responding to sensitive request for information. Research information on related to City regulations and office procedures, policies, assist the public and other city staff in interpreting and applying city policies, procedures, codes, and ordinances. Maintain calendar of activities, meetings and various special events. Seminar Coordinator/Executive Assistant, DAW Industries, San Diego, CA July 1998 to Jan 1999 Responsible for travel and hotel arrangements for executive staff, contract caterers for events, point of contact for seminar registration and attendance, responsible for products being shipped to seminar locations, responsible for displays being set- up upon arrival to locations, maintaining daily and weekly production reports for account executives, track and ship warranty replacements to client, tracked product consignments, retrieve product returns for inspection from warehouse, return client letters for repairs and non-repairs. Classroom Aide/Case Manager, MAAC Project, National City, CA May 1994 to Oct1994 (temporary) Provided reading, writing and basic math skills instruction, group and individual assessments, initiate and maintain students case management, conduct lectures and discussions regarding basic vocational skills and how they relate to the world of work, follow Instructors Individual Service Strategy plans, accurate records of weekly progress, computer literacy training, typing drills, responsible for accurate student attendance records, attend training workshops and conferences as required, intake, prescreen, evaluate and recommend for student enrollment under JTPA guidelines as prescribed by the San Diego Private Industry Council. EDUCATION & TRAINING
• California Notary Exam, San Diego, CA Notary Public June 2015 Commission# 2122039
• Kaplan Financial, San Diego, CA Life & Health Insurance April 2018 License# 0M71986
• San Diego City College & Grossmont College, El Cajon, CA Business Administration & Finance
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