Customer Service Accounting Clerk

MANPREET KAUR

BOOKKEEPING AND ACCOUNTING SPECIALIST

Fairfield, California .94533 +1-707-***-**** ***********@*****.*** CAREER SUMMARY

To utilize my organizational and administrative skills to support a team or individual in achieving their goals while gaining valuable experience and contributing to the success of the organization. EDUCATION AND CERTIFICATION

Master of Economics Punjabi University, India April 2016 Master of Commerce Punjabi University, India April 2014 Bachelor of Commerce Punjabi University, India April 2012 Intuit Certified Bookkeeping Professional (QuickBooks) April 2024 Work Experience

Customer Service Representative: Honor Insurance Agency (May,2024-December,2024)

• Issued certificates of insurance, evidence of insurance, and processed policy endorsements

• Resolved customer issues by identifying problems and providing solutions.

• Documented customer interactions and maintained service records.

• Managed the High Volume of customer inquiries via phone and email.

• Opened and maintained customer accounts of payment with accurate information. ACCOUNTING CLERK MS CHAWLA ASSOCIATES (March,2022- January 2024)

• Check daily incoming emails and assist in answering promptly.

• Maintain office supplies inventory and place orders as needed.

• Performing accounts payable and receivable tasks, including invoice processing, payment preparation, and reconciliation. Maintaining accurate financial records by entering data into accounting software

• Generating financial reports and statements to support decision-making processes.

• Handled Journal Ledger in accounting software and spreadsheets.

• Assist Annual Insurance Audits and Tax Preparation and Filling. ACCOUNTING CLERK Nexone Technology (June,2018- October 2021)

• Provide excellent customer service to clients, vendors, and internal team in person, over the phone, and via email.

• Resolving billing and payment discrepancies by liaising with vendors, customers, and internal teams.

• Generating financial statements like balance sheets and income statements to aid in decision-making

• Participating in payroll processing, including wage calculations, report preparation, and paycheck distribution.

Bookkeeper HDFC Bank (July,2016- April,2018)

• Maintaining accurate financial records of bank transactions, including deposits, withdrawals, and transfers. Utilizing banking software, MS Excel and accounting systems proficiently to perform.

• Processing customer transactions, such as cash deposits, check cashing, and loan payments. Manage Petty Cash book and maintain Cash flow statements.

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