Debbie Morante

Kaiser Permanente- Working alongside Account Administrative Representatives during open enrollment. To work as a team member of the California Srv Center (CSC) which is the Membership Accounting & Contracts Administration functions for the California Division. The overall objectives of this position is to perform the account maintenance, billing, reconciliation, reporting & customer srv related activities. Duties also include performing database maintenance & research tasks to support the contracts administration, cash control operations & assignment of medical record numbers, to generate & distribute contracts & member I.D. cards, to provide facilities support & to enter documents into the workflow imaging system.

• Responsible and accountable for on time delivery of customer shipments; including coordination through the factory with warehouse and production departments. • Responsible for all phases of customer orders including: order entry, date management, quantity changes, product changes and all order confirmations. • Attended and / or led scheduled meetings with Planning, Purchasing, Production and Shipping to ensure customer orders are planned, executed and shipped on time. • Oversaw all standard customer communication including auto generated order confirmations, invoices, packing slips, manual invoices and any interaction with customer portals. • Provided support to sales function by maintaining customer specifications sheets, as well as overseeing & enrolling new accounts, gathering forecast information. • Managed all major reschedules by allocating available supply to priority orders and tracking the progress to ensure customer impact is minimized. • Interfaced weekly with customer and Accounting to determine financial status of customer account as well as any returns or warranty claims. • Provided guidance to the Customer Operations Specialists and Data Entry Clerk with their daily tasks. • Utilized Oracle ERP for order processing, along with Outlook for email communication. • Implemented new processes and procedures resulting in improved customer satisfaction and/or cost reductions. • Applied strong interpersonal skills, problem solving skills, excellent written and verbal communication skills. • Utilized excellent knowledge of Excel, Word and Outlook. Achievements:  Positively contributed in my role to achieving department goals for 3rd quarter and 4th quarter sales goals.  Handled all sales administration duties with defense accounts to resolve long standing order issues and extreme delay of orders due to production issues.  Transitioned order administration duties from sales department to customer operations role.

• Managing department responsibilities for orders, returns, correspondence, and supervising daily operations of the Sales Order department. • Currently, handling all marine accounts, the entire western region, key accounts of eastern region, plus most national dealers. For 2015, processed over 65% of sales for Retail Sales division. • Create reports and queries for regular department needs and as requested for special projects. • Act as a liaison between internal departments and external customers. • Assist in development of department policies, Sarbanes-Oxley Act procedures, and handling annual outside audit for department procedures. • Use intermediate / advance level Excel, Word, and Lotus Notes to communicate well with customers and employees. • Highly proficient using Oracle’s JD Edwards for orders, inventory, customer service, and warehouse management functions. • Managed Retail Sales Department reports and files when all moved to Share Point file storage. • All annual reviews averaged excellent, with no subcategory below satisfaction for all 13 years. • Professional and continuing development include: Best Customer Service – Fred Pryor Seminar; Supervisor Training Course, El Camino College; How to deal with difficult People, Fred Pryor Seminar; and Managing Conflict and Disagreement, UCLA Extension Class. Achievements:  **Tackled department enlarging returns percentage by creating and sharing quarterly & monthly reports with upper management.  **Monitored employee phone usage and, consequently, dealt with problems discovered using a new computer program. After 1 month, incoming calls were received 99.5% of the time, a new department high.  **Completed all sales administration roles to support Clarion’s win for Tweeter’s Best Supplier.

• Responsible for $1.2 Million sales territory as inside sales representative, specifically serving East coast accounts less than $20,000 in annual sales. • Solicitation of company products, services, and promotions to customers. • Acted as a liaison between customer and credit, customer service, and marketing departments. In Customer service role, provided prompt, efficient responses and resolution to customers’ inquiries. Worked with sales department in finding creative solutions to problems as they arose. • Understanding of policies, procedures, product lines, and promotions to inform and satisfy customers. • Traveled to many conferences and trade shows. • Professional Sales Training - Achieve Global seminar.  Met sales goal objectives. 20% sales increase and widened job duties to include opening new accounts for all sales territories. New sales of $193,000 were highest in company history.  Implement new report to track best sellers for all sales representatives.  Trained new customer service representatives on procedures and computer proficiencies.