Michelle Perez
Huntington Beach
Summary
Dedicated Customer Service professional with knowledge of service delivery, proven multitasking abilities, excellent time management and problem-solving skills. Known for successfully handling escalated customer support issues and committed to maintaining professional relationships to increase profitability and drive business results.
Overview
7
7
years of professional experience
Work History
Customer Service Representative/Receptionist
Morelia's Income Tax
08.2016 - 12.2018
- Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel
- Scheduled and confirmed appointments
- Greeted visitors and provided them with assistance
- Maintained a neat reception area by organizing materials and tidying up furniture
- Updated and recorded customer or client information to maintain accounts
- Provided administrative support to staff members including typing letters, filing documents, and scanning and copying documents when necessary
- Maintained an organized filing system of confidential client information in accordance with company policy
- Managed all incoming mail distribution, courier services, faxes, and photocopying documents as requested
- Processed payments and updated accounts to reflect balance changes
- Assisted in maintaining office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing orders for supplies; verifying receipt of supplies
- Assisted tax preparers in gathering and organizing client documents (tax forms, personal info, etc)
- Prepared 1040EZ, 1040A and 1040 forms as well as supporting schedules A, B and C accurately and efficiently
- Provided customer service support by responding promptly to inquiries from taxpayers or other stakeholders regarding their accounts or filings
- Reviewed completed tax forms to ensure accuracy and completeness
- Ensured that all necessary forms were completed accurately prior to submitting them for processing
- Prepared correspondence, reports and other documents in final formats with correct punctuation, capitalization, grammar, and spelling
- Input data into the company's software for preparation of returns
- Answered questions from clients regarding their specific tax situation
- Compiled reports summarizing taxpayer information as requested by management
- Corresponded with clients via email or phone to obtain additional information needed for filing taxes
- Processed payments made by taxpayers for estimated taxes or other fees associated with filing taxes
Customer Service Representative/Receptionist
Liz's Insurance
01.2015 - 08.2016
- Managed high-volume phone calls and provided customer satisfaction by promptly addressing inquiries and resolving issues effectively
- Prepared reports as requested by management.
- Organized company documents and maintained accurate filing systems for easy retrieval when needed
- Maintained organized filing systems for accounting records, ensuring easy access to crucial financial information when needed
- Provided exceptional customer service when addressing client inquiries related to quotes, invoices, payments, or account balances
- Processed payments from customers accurately and efficiently
- Provided accurate information regarding changes in policy rates and coverages
- Assisted clients with any paperwork related to their insurance policy (auto, home, workers compensation, general liability, etc)
- Assisted clients with claims
Overnight Inventory Associate
The Home Depot
10.2014 - 03.2015
- Maintained a clean work environment in compliance with safety regulations while efficiently handling fragile items throughout the inventory process
- Collaborated with team members to complete overnight inventory tasks efficiently, ensuring accurate product placement on store shelves
- Maximized warehouse organization through diligent sorting and storage of incoming merchandise according to company guidelines.
- Inspected floor displays, noted missing items, and immediately replenished merchandise.
- Utilized inventory management software effectively, inputting data accurately to maintain up-to-date records of stock levels
- Utilized company software to input accurate data regarding product quantities and locations
- Replenished sales floor merchandise and organized shelves, racks, and bins for optimal appearance
- Maintained tidy and organized store environment to comply with cleanliness standards
- Broke down, re-packaged and shrink-wrapped pallets for efficient storage and transportation
Cashier
The Home Depot
03.2014 - 03.2015
- Operated cash register/POS system to record transactions accurately and efficiently.
- Performed cash, card, and check transactions to complete customer purchases.
- Handled cash with high accuracy and took care to check bills for fraud.
- Reconciled and maintained a balanced cash drawer at start and end of each shift, accounting for errors, and resolving discrepancies.
- Enhanced customer satisfaction by providing efficient and accurate cash transactions.
- Greeted customers and answered any questions they had about the store's products and services.
- Promoted store promotions and incentive programs to increase overall sales revenue.
- Streamlined checkout process for increased efficiency and reduced waiting times.
- Maintained cleanliness of checkout area including countertops, registers, windowsills and floors.
- Mentored new employees on cashier duties and best practices, improving overall staff performance.
- Learned roles of other departments to provide backup support when needed, showcasing versatility within the retail environment.
Sales Floor Associate
Burlington Coat Factory Department Store
10.2013 - 03.2014
- Opened, shelved and merchandised new products in visually appealing and organized displays for optimal sales promotions
- Coordinated restocking of sales floor with current merchandise and accurate signage for current promotions
- Replenished floor stock and processed efficient shipments to maintain optimal product availability for customer demands
- Provided exemplary customer service at all times by being attentive, courteous, and helpful in responding to customer inquiries or requests
- Increased customer satisfaction by consistently providing knowledgeable assistance and friendly service on the sales floor
- Prioritized helping customers over completing other routine tasks in store
- Greeted customers, helped locate merchandise, and suggested suitable options
- Created positive experiences for customers through friendly conversations during transactions
Data Entry Clerk
Cathy Jean Shoes Inc.
11.2011 - 05.2012
- Enhanced data accuracy by meticulously reviewing and correcting errors in spreadsheets and databases
- Act as receptionist, screen phone calls, and direct callers to appropriate representative
- Managed documents by organizing forms, making photocopies, filing records, preparing correspondence, and creating reports
- Analyze accuracy of figures, bank deposits, sales and returns transactions and perform ticket audits
- Organized, sorted, and checked input data against original documents
- Completed data entry tasks with accuracy and efficiency
- Entered numerical data into databases with speed and accuracy using 10-key pad
Education
Certificate of Achievement - Medical Assistant Admin/Clinic
Santa Ana College
Santa Ana, CA06.2016
High School Diploma -
Century High School
Santa Ana, CA06.2013
Skills
- Multi-Line Telephone Systems
- Customer Relationship Management
- Clerical Support
- Inbound and Outbound Calling
- Tech-Savvy
- Data Entry
- 10-Key/60 WPM
- Report Generation
- Follow-Up Skills
- Time Management
- Multitasking Abilities
- Claims Handling
- Microsoft Office-Word, Excel, Power Point, and Outlook
- Google Workspace- Docs, Sheets, and Slides
References
References available upon request.
Languages
English
Professional Working
Spanish
Professional Working
Timeline
Customer Service Representative/Receptionist
Morelia's Income Tax
08.2016 - 12.2018
Customer Service Representative/Receptionist
Liz's Insurance
01.2015 - 08.2016
Overnight Inventory Associate
The Home Depot
10.2014 - 03.2015
Cashier
The Home Depot
03.2014 - 03.2015
Sales Floor Associate
Burlington Coat Factory Department Store
10.2013 - 03.2014
Data Entry Clerk
Cathy Jean Shoes Inc.
11.2011 - 05.2012
Certificate of Achievement - Medical Assistant Admin/Clinic
Santa Ana College
High School Diploma -
Century High School
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