• Provide superior customer service by answering incoming calls in a timely manner.• Follow established policies and procedures to respond and route calls appropriately.• Gather information to determine customers’ needs; apply problem solving skills and resolve the inquiry/request effectively.• Log customer information into a database ensuring data entry is accurate and complete.• Access database per customer request for information; use critical thinking skills to perform research to find a solution for the customer’s need and/or concern.• Verify and record demographic data with caller and escalate customer issues as appropriate.• Provide clear and concise written responses to customer and vendor inquiries or escalate to the responsible resource for resolution.• Open non-call work tickets: review, work and close incoming workload in specified timeframe based on priority.• Maintain and improve quality results by adhering to standards and guidelines.• Handle inquiries and requests in a courteous and professional manner, including calls received in crisis situations.• Control the pace and flow of the inquiry/request and manage call time effectively.• Follow protocol and apply sensitivity and discretion in handling confidential information.• Utilize multiple software systems and operate within them to resolve simple to complex vendor questions.• Flexibility in work hours and shifts is required. This job is subject to a shift bid system based upon performance/merit and hours can change on a bi-yearly basis.• Accept other related duties as assigned.

• Handle inbound calls in a fast-paced metric driven environment to ensure prompt routing of calls to all claim handling teams.• Communicating with customers in a courteous and professional manner using approved scripts via phone or written correspondence.• Answer insurance related questions from customers, explain the claim handling process and take detailed messages for claims personnel.• Display quality work, integrity and ethical decision making during all work assignments.• Work in a team environment handling low complexity/high volume work.• Establish and maintain a positive working relationship with internal and external partners.• Adhere to high standards of accountability, confidentiality, and professionalism while dealing with customers.

• Have strong communication and relationship management skills.• Excellent in explaining complex information in ways that are easy to understand.• Using virtual technology to connect with clients and help them manage their assets.• Assisting all types of investors with meeting their financial goals• Developing relationships with clients to understand their unique investment needs and position appropriate products or solutions.

• Responsible for all billing and payment activities related to customer accounts• Strong analytical and communication skills with a track record system.• Set up and maintain customer billing information in accountant receivable system.• Work with customers and other internal departments to resolve billing issues.• Excellent interpersonal and customer service skills

• Maintain and enter data into QuickBooks accounting software• Verified details of business transactions recorded on sales slips, invoices, receipts, check stubs and computer printouts.• Compiled reports to show statistics, such as cash receipts and expenditures, accounts payable and receivable, profit and loss and other items pertinent to operation of the business.• Preparing daily, weekly and monthly accounts update. • Using Excel to produces quarterly, year-end, and other financial report.• Verify payroll details, ensures all payroll transactions are processed accurately and timely.• Reconciled and balanced accounts• Establishes develops and maintains the business relationship with current and potential customers. • Coordinates sales effort with management and demonstrate products and show consumers how to maximize their features.• Create, place and order merchandise

• Responsible for preparing complete and accurate tax returns.• Conducting tax interviews with clients and ensuring client confidentiality and privacy.• Increasing retention of all clients and offering additional products and services.• Providing mentoring and supporting teammates with other duties as assigned• IRS audit support and attendance

• Prepare or assist in preparing simple to complex tax returns for individuals or small business• Prepared and assisted in preparing simple to complex tax returns for individuals and small businesses.• Review financial records such as income statements and documentation of expenditures• Used all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.• Prepares all returns for electronic filing and transmission to the Internal Revenue Service, verifying that each return is acceptable and in transmittable form.

• Responsible for company daily operations of in-hotel chain retail stores • In-depth knowledge of achieving financial objectives by preparing annual budgets and scheduling expenditures• Formulate and implement sales promotions and market development• Control inventory and oversee merchandise purchasing

• Installed, maintained and performed troubleshooting on computer hardware and software• Worked in a team environment and dealt with diverse user populations• Provided tech support to customers on site, in classrooms and in meeting facilities• Introduced & demonstrated new and emerging technologies to customers