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Customer Service Management System

Location:
South Jordan, UT
Posted:
July 27, 2023

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Resume:

Robert L. Sanders

**** * ****** **., ********, UT 84096 385-***-**** adyj4q@r.postjobfree.com

OBJECTIVE

To find an organization where I may contribute sufficient value so as to earn 20-30 thousand dollars, thus enhancing my retirement as well as providing an interesting conclusion to my business career.

EDUCATION

California State University at Los Angeles - Accounting Major 1980

UNVERIFIABLE EXPERIENCES 1980-2009

·Various CPA firms - Processing source documents for journalizing, Auditing various documents.

·Various small businesses - Combining various journals into Ledgers and Financial Statements. Creating IRS forms: 1040, 1065, 1120, 990 and W2’s

·Various marketing firms - Cold calling, warm calling, appointment setting, creating and presenting various presentations, resolving concerns and closing sales.

EXPERIENCE

· 2009-2022 Briceno Insurance LLC, 1601 W. 3500 S., West Valley City, UT 84119

·Used my Property and Casualty Insurance License to provide legal stability to the Agency. This was done by taking ownership of ACE Insurance LLC while respecting the wishes of the founder. This “Ownership-Control” issue was resolved by entering into a mutually beneficial buy-sell agreement returning ownership to the founder’s daughter.

·Learned details of using Quomation client management system and the various provider companies

·Created a cash management system using google sheets to track cash payment of insurance premiums.

·Resolved many English speaking customer service issues as well as occasional provider concerns.

·Created a “new business” tracking system using google sheets, to ensure all necessary documents are scanned and stored in client files. System includes a method for tracking assignments to gather documents and follow-through.

·Did some management training with the customer service center Manager in Peru.

VITAL STATISTICS

·Age 73



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