
Frankie Herrera Ontiveros
@frankieherreraontive
Insurance customer service and bookkeeping assistant at Housecall Pro, handling billing, reconciliations, and customer retention.
What I'm looking for
At Housecall Pro, I supervised customer service representatives handling billing, payments, and retention for SMB accounts. I resolved escalated billing discrepancies, processed refunds and credits, and reconciled daily payments in Salesforce.
I also reviewed calls and coached objection handling and consultative selling. I maintained financial records and prepared daily Excel pivot table reports.
At Xfinity / Comcast, I supervised an inbound and outbound team serving US telecom customers. I handled sales, billing, cancellations, and tech support across more than 80 daily calls.
My work there included Excel reporting with pivot tables and VLOOKUP, CMS and Salesforce CRM, plus monthly close reporting and performance tracking. I’m seeking insurance customer service and bookkeeping assistant work, and my QuickBooks Online ProAdvisor certification is in progress.
Experience
Work history, roles, and key accomplishments
Supervised an inbound and outbound team for US telecom customers, managing over 80 daily calls for sales, billing, cancellations, and tech support. Built Excel reports and drove upsell, cross-sell, and retention initiatives.
Supervisor
Supervised customer service representatives handling billing, payments, and retention for over 100 small business accounts. Resolved escalated billing issues, processed refunds and credits, and reconciled daily payments in Salesforce.
Inbound/Outbound Sales & Customer Service Agent
Handled warm inbound leads and outbound follow-ups, focusing on consultative closing, payment collection, and CRM documentation.
Education
Degrees, certifications, and relevant coursework
Intuit
QuickBooks Online ProAdvisor Certification, Bookkeeping
Pursuing QuickBooks Online ProAdvisor Certification to enhance bookkeeping expertise.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Social media
Job categories
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