Professional Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline

Robert Lee

IRS
KANSASCITY
1
Language
16
years of professional experience

Experienced Account Management professional with strong problem resolution and relationship-building skills. Proven ability to enhance customer satisfaction and streamline processes.

Work History

Account Management/Customer Service Representative

4 Years 3 Months
IRS | 10.2018 - 01.2023
  • Resolved customer inquiries efficiently, enhancing overall satisfaction and experience.
  • Educated clients on tax procedures, improving understanding and reducing follow-up calls.
  • Processed tax-related information accurately, ensuring compliance with IRS regulations.
  • Collaborated with team members to streamline workflows, increasing operational efficiency.

Assistant Manager

1 Year 2 Months
EXL | 07.2017 - 09.2018
  • Developed training programs for new staff, improving onboarding efficiency and knowledge retention.
  • Analyzed performance metrics to identify areas for process improvement, driving strategic initiatives.
  • Led cross-functional teams to streamline operational processes and enhance service delivery.
  • Facilitated regular team meetings to align goals and share best practices among staff members.

Operations Manager

9 Years 10 Months
Optum Rx/United Health Group | 11.2006 - 09.2016
  • Led cross-functional teams to implement strategic initiatives driving service excellence.
  • Developed and monitored KPIs to assess performance and identify areas for improvement.
  • Coordinated resource allocation to optimize productivity across multiple departments.
  • Streamlined operational processes to enhance workflow efficiency and reduce bottlenecks.

Education

Associate of Arts - Marketing Management And Research

Toronto School of Business | Toronto, Canada

Bachelor of Science - Business Administration

Farmingdale University | Farmingdale, Long Island, NY

Skills

Tax compliance
Customer service
Data analysis
Problem resolution
Issue resolution
Complaint resolution
Call center operations
Active listening
Conflict resolution
Relationship building
Critical thinking

Accomplishments

  • Telephone Service - Professionally processed 80+ calls per day, providing information and service to ensure customer satisfaction.
  • Customer Follow-up - Ensured that customers were satisfied with company products and services by doing purchase follow-up calls.

Languages

English
Full Professional

Timeline

Account Management/Customer Service Representative

IRS
10.2018 - 01.2023Read More

Assistant Manager

EXL
07.2017 - 09.2018Read More

Operations Manager

Optum Rx/United Health Group
11.2006 - 09.2016Read More

Toronto School of Business

Associate of Arts from Marketing Management And Research
Read More

Farmingdale University

Bachelor of Science from Business Administration
Read More
Robert Lee