Terri Segal Email & Phone Number

San Diego, Ca, Us

Founder/Accountant

San Diego, California, Us

Part-Time Accountant/Bookkeeper

San Diego, Ca, Us

Bookkeeper

Chevy Chase, Md, Us

- Analyze information gathered by investigation and report findings and recommendations.- Examine claims form and other records to determine insurance coverage.- Prepare report of findings of investigation.- Refer questionable claims to investigator or claims adjuster for investigation or settlement.- Negotiate claim settlements and recommend litigation when settlement cannot be negotiated.

St. Louis, Missouri, Us

- Take incoming reservations calls for personal, business, and insurance replacements for Enterprise, National, and Alamo.- Consistently exceed all department and company metrics. - Handle inbound specialty partnership calls for Enterprise, National, and Alamo.- Mentor struggling teammates on capture, schedule adherence, and rental readiness of each call.

Oak Ridge, Tennessee, Us

- Prepared and submitted monthly, quarterly, semi-annual, and annual state surplus line tax policies and returns for multiple underwriting companies and individual surplus line agents. - Supplied detailed tax documentation needed to submit accurate agent and corporate returns. - Increased efficiency by designing and maintaining a licensing database accessible to all tax specialists.- Balanced summary reports for verification and approval.- Researched and resolved billing and invoice problems.

Chicago, Illinois, Us

- Provide accurate and appropriate information in response to customer inquiries.- Make reasonable procedure exceptions to accommodate unusual customer requests.- Build customer loyalty by placing follow-up calls for customers who report product issues.- Research, de-escalate and rapidly resolve client conflicts to prevent loss of key accounts.- Develop effective relationships with all call center departments through clear communication.

Boca Raton, Florida, Us

- Rapidly assessed whether life threatening criteria was present and took immediate action.- Maintained updated knowledge of protocols, response requirements and quality assurance procedures.- Interacted with patients, families, hospital staff and emergency personnel.- Developed highly empathetic client relationships and earned reputation for exceeding quality assurance goals.- Cross-trained and provided back-up for fire/security emergency dispatchers when needed.

- Maintained detailed administrative and procedural processes to improve accuracy and efficiency.- Mentored, coached and trained emergency dispatch team members.- Verified that information in the computer system was up-to-date and accurate.- Identified inefficiencies and made recommendations for process improvements.- Updated departmental standard operating procedures and database to accurately reflect the current practices.

Midvale, Utah, Us

- Offered exceptional customer service to differentiate and promote the company brand.- Collaborated with customer service team members to give exceptional service throughout the entire shopping and purchasing experience.- Provided direction and constructive feedback to motivate team members.- Recruited, hired, developed and retained retail talent for the company.- Trained staff to deliver outstanding customer service.

- Opened and closed the store, which included counting cash drawers and making bank deposits.- Handled cash and deposits using the proper accounting procedures and documentation.- Processed payroll, electronic deposits and employee pay adjustments.- Processed bank reconciliations and financial reports to verify practice of proper due diligence.- Analyzed cost control and provided timely financial information to support corporate goals.

- Contact potential clients and present researched internet, print, & media marketing solutions - Research market trends for each project, with monthly updates for existing clients on website statistics- Planned all aspects of navigation, Functionality, & Design with new clients- Wrote content for blogs, websites, & marketing campaigns- Managed day to day office operations, including payroll, office expenses, & contract writing

- Managed multiple overseas call-centers selling our template based trial websites- Listened to recorded verification's of each sale, processed sale, and oversaw website setup-Managed in house customer service operations & sales team- Managed an xml billing database automated through a MySQL Content Management System, for LEC billing system- Processed weekly billing files, refund files, recourse & send back reports- Developed call-center sales reports and payment schedule