-Managed daily office operations, including scheduling, customer service, and administrative support.
-Processed insurance claims, estimates, and invoices while coordinating with customers and adjusters.
-Maintained accurate records, handled billing, and ensured compliance with company policies.
-Assisted with payroll, inventory management, and ordering office supplies.
-Communicated with technicians, vendors, and customers to streamline workflow and enhance efficiency.
-Provided high-quality customer service by addressing inquiries and resolving concerns promptly.
Drake Software
Apr 2012 – Feb 2014
Franklin, NC
Customer Service Representative
-Assisted customers with tax software navigation, troubleshooting, and account-related inquiries via phone, email, and chat.
-Provided tax-related guidance within software capabilities and escalated complex issues as needed.
-Maintained up-to-date knowledge of tax laws, software updates, and company policies.
-Documented customer interactions in the CRM system for tracking and quality assurance.
-Managed high call volumes during peak tax season while ensuring customer satisfaction.
