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Charles Holder Insurance Agency - CSR Resume Example

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Samantha Washington
XXXX X XXX XX XXXX, Bonham, TX 75418
Ph: XXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXX
Professional Summary
Skills
  • Customer and Personal Service
  • Clerical
  • Active Listening
  • Complex Problem Solving
  • Time Management
  • Judgment and Decision Making
Experience
CSR Jun 2012 Charles Holder Insurance Agency Bonham, Tx
  • Notify insurance agent and or Insurance Company of policy cancellation
  • Collect initial premiums and issue receipts
  • Calculate premiums, refunds, adjustments using insurance rate standards
  • Enter data into computer for use in preparing documents and adjusting accounts
  • Perform administrative tasks, such as maintaining records and handling pending cancelations
  • Select company that offers type of coverage requested by client to underwrite policy
  • Transmit information or documents to customers, using computer, mail, or facsimile machine
  • Calculate and quote rates for insurance policies
  • Greet and assist customers
Shift Manager/Waitress Jun 2011Jan 2014 Pizza Hut Bonham, Tx
  • Manage staff, preparing work schedules and assigning specific duties
  • Count money and make bank deposits
  • Greet guests, escort them to their seats, and present them with menus and wine lists
  • Investigate and resolve complaints regarding food quality, service, or accommodations
  • Collect payments from customers
  • Write patrons food orders on order slips, memorize orders, or enter orders into computers for transmittal to kitchen staff
  • Assist host or hostess by answering phones to take reservations or to-go orders, and by greeting, seating, and thanking guests
Waitress/Cashier Nov 2010May 2011 Los Amigos Bonham, Tx
  • Check with customers to ensure that they are enjoying their meals and take action to correct any problems
  • Collect payments from customers
  • Write patrons  food orders on order slips, memorize orders, or enter orders into computers for transmittal to kitchen staff
  • Prepare checks that itemize and total meal costs and sales taxes
  • Assist host or hostess by answering phones to take reservations or to-go orders, and by greeting, seating, and thanking guests
  • Perform cleaning duties, such as sweeping and mopping floors, vacuuming carpet, tidying up server station, taking out trash, or checking and cleaning bathroom
Collections CSR Mar 2009Nov 2010 Trenton Propane Trenton, Tx
  • File copies of orders received, or post orders on records
  • Inform customers by mail or telephone of order information, such as unit prices, delivery dates, and any anticipated delays
  • Obtain customers names, addresses, and billing information, product numbers, and specifications of items to be purchased, and enter this information on order forms
  • Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks
  • Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers
  • Make daily phone calls to delinquent account customers in effort to collect past due balances
Data Entry Apr 2008Feb 2009 Red River Homecare Bonham, Tx
  • Compile, sort and verify the accuracy of data before it is entered
  • Enter all data acquired by clinical staff into MISYS
  • Locate and correct data entry errors, or report them to supervisor
  • Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals
  • Operate office equipment, such as fax machines, copiers, or phone systems
  • Responsible for all Lifeline Inventory
  • Assist clinical staff with schedules and patient information
Bank Teller Mar 2006Apr 2008 Bonham State Bank/Legend Bank Bonham, Tx
  • Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds
  • Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips
  • Enter customers transactions into computers to record transactions and issue computer-generated receipts
  • Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines
  • Identify transaction mistakes when debits and credits do not balance
  • Resolve problems or discrepancies concerning customers accounts
Collections Supervisor Oct 2002Mar 2006 Fannin County Appraisal District Bonham, Tx
  • Arrange for debt repayment or establish repayment schedules, based on customers financial situations
  • Receive payments and post amounts paid to customer accounts
  • Answer customer questions regarding problems with their accounts
  • Maintain records for each case, including contacts, telephone numbers, and actions taken
  • Advise customers of necessary actions and strategies for debt repayment
  • Supervised and manage collections team
  • Responsible for all bankruptcy, tax suits, and tax sale property accounts
Accounts Specialist Sep 2000Sep 2002 Fannin Federal Credit Union Bonham, Tx
  • Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds
  • Enter customers transactions into computers to record transactions and issue computer-generated receipts
  • Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines
  • Count currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank
  • Prepare and verify cashiers checks
  • Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due.
Education
High School Diploma May 1993 Woden High School Woden, Tx
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Resume Details

This is a real resume for a CSR in Bonham, Texas with experience working for such companies as Charles Holder Insurance Agency, Pizza Hut, Los Amigos. This is one of the hundreds of CSR resumes available on our site for free. Use these resumes as templates to get help creating the best CSR resume.

Previous Companies:

  • Charles Holder Insurance Agency
  • Pizza Hut
  • Los Amigos

Previous Job Positions:

  • CSR
  • Shift Manager
  • Waitress
  • Cashier
  • Collections CSR

Schools:

  • Woden High School

Level of Education:

  • High School Diploma

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