Kimberly Terry Email and Phone Number

Address telephone inquiries for workplace retirement accounts by processing various transactions such as withdrawals, loans, and answering questions about their retirement plan. Provide peer coaching to team members and contingency representatives. Thoroughly research participant issues and work with the plan to discover a resolution. Mitigated risk to the firm by serving as the clean-desk liaison for the team.

Maintain large and national wireless accounts. Thoroughly review customer accounts and address all inquires. Process equipment upgrades, warranty exchanges, assumption of liability, bill analysis, electronic serial number changes, complete multi-line price plan changes, and service activations. Standard clerical duties, copying, and faxing. Handles medium to heavy call volume in an inbound call center. Use problem solving skills to resolve customer concerns. Provide tier 1 technical assistance. Maintained personal customer information. Assist in navigating customers through My Business Account and Verizon Enterprise Center. Uses Excel and Microsoft when processing large account changes. Provided backup assistance for the Fulfillment Team by processing equipment and service line maintenance requests via Work Flow Manager.

Provides support for the store as a whole. Processes returns, exchanges, price plan changes, assumptions of liability, bill analysis, and electronic serial number changes. Assists the sales and management team by auditing paperwork, inventory, and processing face to face transactions. Official backup to the Inventory Control Specialist. Administrative duties include: operating a multi-line phone system, filing, faxing, and copying