Office Manager & Operations Leader
Resume:
Montessa Surrell
Office Manager - Jove Tax Service
Dallas, TX 75204
**********@*****.***
Professional Summary
• Ten years of Receptionist/Clerical experience; responsible for operating a multi-line phone system to relay incoming, outgoing and interoffice calls, as well as greet and direct visitors.
• Two year of sales experience
• Experienced Customer Service & Data Operations Leader with over 4 years in insurance, healthcare administration, disaster relief, and compliance-driven environments. Proven leader with
strong operational, regulatory, and customer-focused expertise. Willing to relocate to: Garland, TX - Texas
Authorized to work in the US for any employer
Work Experience
Delivery Driver
Pickering Logistics-Balch Springs, TX
December 2024 to Present
Deliver Amazon packages
Office Manager
Jove Tax Service-Dallas, TX
2006 to Present
Seasonal 214-***-****
• Schedule daily appointments
• Take messages
• Call customers on past due accounts
• Payroll
Amazon Delivery Driver
Pickering Logistics-Balch Springs, TX
November 2024 to December 2025
Amazon Delivery Driver
CSB Logistics-Dallas, TX
April 2023 to September 2024
Load Amazon truck and delivery packages to residential and business within a 12 hour shift Underwriter
Travelers Insurance-Dallas, TX
February 2022 to September 2024
• Supervised underwriting teams and ensured compliance with personal and commercial insurance guidelines.
• Led training initiatives, audits, and performance improvement plans.
• Partnered cross-functionally to resolve complex policy issues. Dispatcher
Professional Transport LLC-Dallas, TX
March 2020 to February 2022
Work load board to book loads for drivers and approve an submit rate cons Customer Service Supervisor
Chime Health Care Solutions-Dallas, TX
April 2016 to December 2019
• Oversaw medical claims, billing & coding, HR data entry, and medical records teams.
• Conducted compliance training and quality assurance audits.
• Improved operational efficiency through workflow optimization. Caregiver
Avendelle Assisted Living-Euless, TX
April 2019 to November 2019
I passed the medication to the residents I gave them baths and prepared meals breakfast and lunch during my shifts I also did daily activities with the residents Cycle Counter
CEVA Logistics-Grapevine, TX
December 2017 to April 2018
Cycle counter for Verizon products
Customer Service Representative
Time Warner, Inc-Irving, TX
May 2014 to December 2016
Inbound call rep for the metro PC's campaign
Manager
Panera Bread-Lewisville, TX
2015 to February 2016
• Communicate and work cooperatively with staff to provide consistency to insure the proper use of materials, and equipment.
• Open and closed store. Scheduling of employees. Payroll. Manager
Taco Casa-Lewisville, TX
2013 to August 2015
• Open and closed store. Scheduling of employees. Payroll.
• Communicate and work cooperatively with staff to provide consistency to insure the proper use of materials, and equipment.
Manager
Talbots-Lewisville, TX
August 2011 to October 2013
Manager open and close store manage 8 employees at a time and stock room inventory Receptionist/Account Analyst
IKKI Corporation-Dallas, TX
2002 to 2005
• I totally ran the office by greeting the public, answering the phone, took messages, made travel arrangements, sorted mail and any/all clerical duties. This office was a one man show and finances were uncertain at times. This was really a great place to work but no room for advancement or benefits.
• Approved and established new accounts and credit limits for new clients based on professional and personal references
• Processed invoices
• Reviewed and monitored all delinquent receivables Education
Diploma
Lake Highlands High School-Dallas, TX
May 2001
Upper secondary education
Some college
Bachelor's degree
Skills
• Closing sales
• Negotiation
• Grammar Experience
• Patient care
• Heavy lifting
• Clerical Experience
• Occupational safety regulation compliance
• Cash management
• Order picking
• Outdoor work
• Information security
• Sales strategy
• Mechanical knowledge
• Merchandising display arrangement
• Bed making
• Dispatch software communication
• Order inquiry handling
• Technical Proficiency
• Front desk
• Technology sales
• Zoom
• Rotation scheduling
• Handling customer inquiries
• Maintaining an organized workspace
• Fashion styling
• High-end sales
• Office Management
• Cold calling
• Analysis skills
• Processing cash transactions
• Truck freight
• Account management
• Computer operation
• Customer complaint resolution
• Dementia care
• Pallet wrapping
• Facilities management
• Inventory data entry
• Sales presentations
• Deposits
• Critical thinking
• Numeracy
• Patient medication reminders
• Bathing assistance
• Content creation
• Assisting with ADLs
• Pizza experience
• Direct selling
• Task prioritization
• E-commerce
• Microsoft Word
• Load & unload
• Animal restraint
• Night audit
• Social media marketing
• Relationship management
• Problem-solving
• Prospecting
• Performance management
• Teamwork
• RF scanner
• Staff development
• Anatomy knowledge
• HIPAA
• Hospitality
• HACCP
• Route driving
• Team development
• Sales reporting
• Dusting
• Van delivery (delivery method)
• Math
• Meal Preparation
• Mobility assistance
• Clerical experience
• Payroll
• Schematics
• Coachability
• Cooking
• Sanitation procedures
• ERP systems
• Direct sales
• Accounting
• Financial Report Writing
• Communication skills
• Customer support
• Grocery store
• E-commerce fulfillment operations
• Meal assistance
• Cash register operations
• Manufacturing company experience
• Telemarketing
• Caregiving
• Objection handling (sales technique)
• Assembly
• Patient observation
• GPS
• Truck driving
• Package delivery
• Accounts Payable
• Liquor sales
• Bed linen changing
• Managing customer accounts
• Personal vehicle (delivery method)
• Windows
• Household surface disinfection
• Private practice experience
• Phone communication
• Pre-trip inspection protocols
• GMP
• Distribution center
• Commercial vehicle
• Materials management
• Heavy haul
• Interpersonal skills
• Aviation
• Food production
• Public speaking
• Personal grooming assistance
• Transportation management systems
• Detailing
• Workflow management (operations management method)
• Cleaning
• Customer relationship management
• Training
• Unloading
• QuickBooks
• Sales
• Customer returns handling
• Accounts Receivable
• Transportation safety regulations
• Packaging
• Telecommunication
• Order fulfillment
• Hotel experience
• Dispatching
• Operating systems
• Route planning software
• Microsoft Powerpoint
• Medical coding
• Fashion retail
• Microsoft Excel
• Consultative selling
• Carpet cleaning
• Safe environment creation
• Upselling
• Teaching
• Luxury fashion design
• Hours of Service (HOS) regulations
• Map reading
• Inside sales
• Marketing
• Outbound calling
• Medical office experience
• Senior care
• Filing
• Adobe Acrobat
• Active listening
• Salesforce
• Delivery driver experience
• Van driver
• Warehouse experience
• SharePoint
• Safe work practices
• Meal preparation
• Professional email communication
• Productivity software
• Text messaging
• Technical troubleshooting support
• Truck delivery (delivery method)
• Writing skills
• Manufacturing
• Customer inquiry handling
• Customer service
• Tax Experience
• Printing
• Housekeeping management
• Project management
• Refund processing
• Driving
• Time management
• Communication platforms
• Childcare
• Loading
• Sales analysis
• Accounting software
• Outbound sales
• Accounts payable
• Computer skills
• Customer relationship building
• Box truck
• Industrial equipment
• Medical terminology
• Toileting assistance
• Adhering to traffic regulations
• Call center
• Dog handling
• Dependability
• Retail sales transactions
• Automotive parts and accessories knowledge
• Warehouse management system
• Microsoft Outlook Calendar
• Warehouse management
• Serving
• Courier driving
• General Ledger Accounting
• Microsoft Outlook
• Forklift
• Microsoft Access
• Product demos
• Staff scheduling
• Clean workspace maintenance
• Achieving sales targets
• Residential cleaning
• Fleet management
• Sales data analysis
• Host/hostess experience
• Guest services
• Experience with individuals with dementia
• Attention to detail
• Customer communication
• Performing regular vehicle safety checks
• Reach truck
• Stocking
• Van driving
• Purchase order management
• Alzheimer's care
• Mobile devices
• Order picker
• DOT (Department of Transportation) regulations
Languages
• Multilingual
• English
• Bilingual
Certifications and Licenses
driver's license
CPR/First Aid
HACCP Certification
Driver's License
Non-CDL Class C
DOT Physical Certification
BLS Certification
Property & Casualty License
TWIC Card
Forklift Certification
Lifeguard Training
CPR Certification
First Aid Certification
Food Handler Certification
Pallet Jack Certification
ServSafe
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