Client Service Customer

Michael P. Jones

** ********* ****

Rochester, New York 14606

Phone: 585-***-****

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

EDUCATION:

Bachelor of Science in Business Administration: Concentration in Finance

State University of New York College at Brockport, Brockport, New York

EMPLOYMENT EXPERIENCE:

Upstate Family Insurance- Associate Agent

December 2009-Present

Sold Auto, Home and Business Insurance

Oversaw account receivable operations and deposited checks

Payment Processing

Established and maintained general office policies and procedures

Maintained budget and chart of accounts

Communicate with clients to obtain information and resolve issues

Liability and cash management of agency

Paychex Inc November 2009- December 2009

Client Service Advisor (Temporary Assignment)

Advise current clients on their 401K

Explain costs and fees associated with taking early distributions

Facilitate 401K roll-overs

Provide helpdesk assistance for clients accessing the plan web site

Ortho-Clinical Diagnostics; Bausch & Lomb (through Kelly Svcs) April 2009-Oct 2009

Customer Service Representative

Inbound calls from medical facilities & doctor’s offices

Place orders for medical equipment, supplies, and contact lenses

Processed credits for un-received items, standing orders and fax orders

ADP Business Services (at Sutherland Global Services Inc) October 2004- March 2009

Inside Sales Representative

Sell payroll, tax, and W2 services for ADP

Offer upgrades to improve day to day business activities

Negotiate pricing and discounts to achieve sales targets

Using outbound calls to generate leads and set appointments for outside sales and district managers

Manage, coach, and train a team of 8-10 sales representatives

Responsible for tracking & documenting progress and goals of team

Business to Business sales of human resource products including worker’s compensation reporting

References upon request

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