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Customer Service Representative

Location:
Charlotte, NC
Posted:
August 15, 2023

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Resume:

CORADEAN

GASTON

661-***-****

************@*******.***

CHARLOTTE, NC 28205

CONTACT

Motivated professional with a

commitment to top-tier

performance. Strong leadership and

motivational skills in addition to a

focus on customer satisfaction.

Maximize quality assurance through

compliance with regulatory

guidelines and training initiatives.

Unwavering commitment to

customer satisfaction, with the

ability to build productive

relationships, resolve complex

issues, and win customer loyalty.

CAREER OBJECTIVE

Assistant Store Manager

It's Fashion Metro, Charlotte, North Carolina

Office Manager/ Tax Preparer

Signature Plus Tax Service, Charlotte, NC

EXPERIENCE

May 2023 - Present

Collaborated with marketing team to develop innovative campaigns for boosting sales revenue.

Created work schedules to maintain top-quality customer service and lower labor costs.

Maintained organized store environment for customer and employee

• health and safety.

Supervised cash handling processes to ensure accuracy of transactions.

Assisted customers with product selection, pricing, payment options and returns and exchanges.

Resolved customer complaints efficiently while maintaining excellent

• customer service.

June 2003 - Present

Leveraged multi-line phone system to answer and transfer calls to staff members.

Implemented processes to streamline workflow throughout the office environment.

• Managed office flow by providing direct support to visitors.

• Maintained confidential records relating to personnel matters. Maintained understanding of the complex calculations and forms needed for the filing of taxes.

Worked closely with clients throughout the entire process from start

• to finish.

Submitted electronic filings via IRS e-file system while adhering to deadlines set by the agency.

Completed all tax forms in accordance with policies and in compliance with legislation and regulations.

Calculated form preparation fees according to return complexity and

• required processing time.

• Scheduled appointments with clients.

Maintained accurate records of all transactions related to taxes prepared for future reference.

• Explained federal and state tax laws to individuals and companies. Assisted taxpayers in understanding their rights, responsibilities, and obligations under current taxation laws.

Insurance Producer

Mark Beckford Agency Income Life insurance, Columbia, South Carolina

Member Service Representative

TT, Concord, Nc

March 2022 - May 2023

Sought out new clients and developed clientele by networking to find new customers and generate lists of prospective clients.

Provided policyholders with information about their insurance policies, claims, and renewals.

Generated leads by attending networking events and cold calling

• prospects.

Resolved any disputes between customers and insurers relating to coverage levels or claims processing.

Educated customers on insurance terms and conditions as well as product features.

Used company software to analyze customer coverage needs, write

• quotes, and issue policies.

October 2021 - May 2022

Built and maintained customer relations by providing high-quality services.

Answered inquiries and provided information to members regarding services and products.

• Processed customer adjustments to maintain financial accounts. Assisted customers in navigating through various web pages on the company's website.

Demonstrated expertise in customer service, resolving complex inquiries, and problem solving.

Assisted members with online banking setup and troubleshooting

• technical issues related to their accounts.

Performed account maintenance activities such as opening accounts, issuing cards, and processing deposits and withdrawals.

SKILLS

• POS Systems Operations

• Customer Service

• Staff Management

• Financial Statements

CERTIFICATIONS

• CTEC Certified Taxpayer

• Licensed Life and Health Insurance Producer

References available upon request

REFERENCES



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