Ginger Brea

Experience

• 

  Cornerstone Company

  Sept 1995 - Jul 1996

  Customer Service Manager / Administrative Assistant

  Manage 10 employees during holiday seasons•Review all orders, process payments, and generate shipping documents•Administrative Assistant to President

• 

  Zymed, Inc

  Jul 1996 - Jan 1999

  Responsible for generating $2M in sales and service contracts per fiscal year•Primary contact for unresolved customer service related issues•Presentation of quarterly results to board members•Cold call potential customers Point of contact for all service related issues•Coordinate loaner equipment for customer•Maintain customer files •Liason between customer and Field Service Representativescornerstone company Agoura, ca sep 1995 – july 1996

  • Inside Sales Representative

    Jan 1997 - Jan 1999

  • Customer Service Representative

    Jul 1996 - Jul 1997
• 

  Paychex, inc

  Oct 2009 - Mar 2011

  Communicate with clients daily to obtain payroll data, including salary adjustments, special payments, tax allocations, and employee deductions or adjustments•Provide quality client service to maintain a high rate of client retention•Maintain knowledge of the payroll processing system and changes in wage and tax laws•Correspond with federal, state, and local tax agencies to research and resolve client and system problems to ensure accurate payroll reports and tax returns•Received top scores on entrance exam and promotion exams Show less

  • Payroll Specialist

    Sept 2010 - Mar 2011

  • Distribution Specialist

    Oct 2009 - Sept 2010
• 

  ProRehab Medical Products

  Apr 2016 - Aug 2017

  Patient Care Coordinator

  Process orders with accuracyCoordinate insurance benefitsCommunicate to patients any payment and/or shipping requirementsContact doctors and physical therapists to obtain critical documentationCover for office manager as needed

• 

  Ann Taylor

  Sept 2018 - Feb 2019

  Sales Lead

  Operating as the Manager on Duty in the absence of manager, provide exceptional customer service, performing operational and transactional functions, handling client service issues, issuing approvals for desk transactions as well as opening and closing the store. Drive volume & anticipate clients’ needs while communicating store metrics & individual performance to motivate associates. Coach Associates “in the moment” on client interactions & performance to maximize productivity & capture client opportunities. Show less

• 

  LDS Family Services

  Feb 2019 - Jul 2020

  Administrative Assistant

  Manage daily operations of office that services New England region. Schedule client appointments and consultations with managers/counselors. Track and report office expenses. Screen phone calls, mail, and visitors for assigned managers/counselors. Create and maintain databases and files. Maintain a confidential, client-friendly atmosphere.

• 

  Charm Sciences, Inc.

  Jul 2020 - Apr 2021

  Accounting Clerk

  Maintain, verify, and document records and accounting systems to ensure accuracy and compliance with accounting policies and proceduresPrepare supporting documents for monthly financial statements in accordance with US GAAPProcess ACH, wire, and check paymentsPerform invoicing on customer orders, contact customers on past due invoicesInvestigate questionable data, recommend actions to resolve discrepancies

• 

  Fidelity Investments

  Apr 2021 - now

  • Annuity New Business Specialist

    Oct 2024 - now

  • Help Desk, Client Services Tier 1

    Nov 2022 - Oct 2024

  • Interim Onboarding Team Leader

    May 2023 - May 2024

  • Interim Talent Champion

    Dec 2022 - May 2023

  • Interim Help Desk, Client Services

    Jul 2022 - Nov 2022

  • High Net Worth Associate

    Feb 2022 - Jul 2022

  • Customer Relationship Advocate

    Apr 2021 - Feb 2022