Customer Service & Bookkeeping Specialist |
5+ years of experience in Customer Service, Administrative Support, and Small Business Bookkeeping. Skilled in phone and
Core Skills:
* Customer Support (Phone &
* Small Business Bookkeeping
* Invoice & Payment Processing
* Bank & Account Reconciliation
* Data Entry & Record Management
* Google Sheets, Google Docs & Microsoft Excel
* Administrative & Virtual Assistance
* Vendor & Client Communication
Process Documentation & Workflow Support
I'm a dependable, detail-oriented professional who values efficiency, professionalism, and delivering excellent service to both clients and customers.
Experience: 6 months - 1 year
Managed the bookkeeping and daily operations of a small café and Airbnb business, building the systems from the ground up, from planning and workflow design to daily financial management. Experienced in expense tracking, invoice processing, financial recordkeeping, and process improvement. My practical experience is complemented by my academic background in Accountancy, Business and Management (ABM) during Senior High School and Accountancy in college.
Experience: 2 - 5 years
Customer Service: 5+ years of experience providing phone and email support across multiple lines of business. Awarded as a Top Performing Agent and promoted to different roles for strong performance and adaptability. Skilled in customer communication, problem-solving, and using various CRM, ticketing, and productivity tools. Quick to learn new systems and committed to delivering excellent customer experiences.
Experience: 2 - 5 years
I was working at RealPage Inc as a Vendor Service Representative. My responsibilities included ensuring all vendor insurance documents met the necessary standards and compliance requirements set by the Property Management Companies. This involved a thorough review and approval process of various insurance forms, such as certificates of insurance, endorsement forms, and other related documentation. Although I haven't worked directly in an insurance company, I am well-versed in insurance terminologies and functions. I have a solid understanding of ACORD forms, endorsement forms, and various types of insurance policies, including general liability, workers' compensation, and commercial auto policies. Additionally, I have completed an Insurance Certification. My familiarity with these areas is complemented by my strong analytical skills and attention to detail, which enable me to effectively interpret and manage insurance documents. I am also proficient in using insurance software and tools, which help streamline processes and improve efficiency. We also interact directly with Insurance agents and discuss Insurance requirements to help vendors with their client's requirements. This experience has given me a comprehensive understanding of Insurance processes.
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
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