Kelli Wolf Email & Phone Number

Dallas-Fort Worth Metroplex

Managing office needs by ordering supplies, coordinating with vendors, handling accounts billable and payable, quoting new sales opportunities, coordinating imports and exports with customers and overseas branches, handling vendor billing, ensuring overhead payments are paid.

Dfw

Sourcing new sales opportunities through inbound lead follow-up and managing current customer accounts. Collaborates and working in tandem with customer service and operations to arrange exports collection and departures. Provides inside sales rates and offers to international coworkers and agents. Manages accounts payable to ensure all accounts and invoices are paid in an timely manner. Arranges weekly consolidations with international customers and coordinating customs data entry documentation and filings. Ensure that office needs are met that a supplies are fulfilled and kept stocked. Coordinates with operational management to ensure that all inside sales rates are competitive.

Dispatched trucking to collect clients freight for export, collaborated with customers to provide the correct documentation for export, processed trucking invoices, and processed a weekly assembly of multiple shipments to one destination and completing master data entry for shipment details while collaborating with receiving overseas client. Completed export customs filings while processing the shipment in house airway bill system

Lewisville, Texas, United States

erviced current customer accounts such as processing payment, breaking down billing issues, and making policy changes, while exploring cross sale opportunities for new lines of business for current clients. Quoted new leads while explaining different coverage to close new leads. Made sales calls to potential sales partners such as dealerships and realtors. Cold called new sales leads.

Provided customer service to clients over the phone and in office. Called on policy payments, collected payments, answering billing questions. Quoted property and casualty with multiple carriers through Allstate, Germania, Safeco,Progressive, Hagerty, Aegis, and Lloyds Flood Insurance. Efficient in cross-selling. Followed up on insurance leads through phone calls or mailers. Proficient use of EZLynx agency management system.

Provide customer service to our clients over the phone and in the office. Call on customers for agents, manage policy payments, answer billing questions, keep inventory of and order office supplies, and take quote information to ensure we have the best price possible. Accurately record and track all payments by scanning checks into our system.

Thackerville, Ok

Booked reservations for WinStar Hotel, WinStar Inn, and RV Park. Strive to provide excellent service to each customer encountered. My goal is to provide the necessary resources and timely assistance to match the customer’s experience with their expectations.

Provided excellent service to our customers over the phone. My goal was to answer their questions in a timely and efficient manner.• Maintained practices to ensure proper communication is performed with our customers • Answered any inquiries customers had about their products• Communicated with third party shipping companies to track the customer’s packages• Collaborated with my team to ensure all calls were answered within two rings