Know your pro – customer service rep Sheri

October 30, 2014 by Lisa Masciovecchio
Man using a calculator

This installment of Know Your Pro will introduce you to a different kind of Pro here at With in-depth knowledge of all the services we offer, and their daily communications with our customers, Customer Services Reps − or “CSR’s” as we call them − are uniquely qualified professionals. They may not be able to explain the effect that a 401K distribution has on your tax return, but they can get your memberships organized, answer questions about how Audit Defense works, and direct you to the right person to assist you with a notice should you receive one. They field all sorts of inquiries each day, all the while being friendly, understanding and clear. This week you will get to know Sheri, who demonstrates all of these skills and more every time she assists a member.

Please say “hello” to Sheri...  

Position: Customer Service Rep

Years with 4 (Approx. 8,300+ Hours Worked)

Members Helped: 42,640+

  1. What is the most rewarding part of your job?
    Firstly, helping our Customers. Beyond that, I’m always happy when I can assist a customer who may start out frustrated or angry. It’s a great feeling when the call ends and I know I’ve been able to make them feel better.

  2. What’s your favorite part of your day here?
    I enjoy the start of my day; I start work a bit earlier than most of the other CSRs and I enjoy the quiet and calmness just before the phones come on. It allows me to get focused and ready for my day.

  3. In five words or less, how would you describe yourself?
    I’m compassionate, orderly, fastidious and dedicated.

  4. What advice would you offer to our readers?
    When you’re doing your taxes, keep your Audit Defense Membership info with your tax return; you don’t want to forget you have a membership with us! And, if you ever do get audited, you’ll be happy you purchased our Audit Defense. It’s a great service!

  5. Do you have any hobbies or interests? What are some of your favorite things?
    I enjoy time with my grandson and family; I also love computers, movies and music. Just the usual things everyone’s into.

  6. If you could spend one day with one famous person who has passed on who would it be and what would you do?
    Robin Williams has fascinated me since I was young watching “Mork and Mindy.” He always struck me as someone who was both incredibly real and genuine while being absolutely funny, and kind.

Thanks for reading and I hope you’ve enjoyed this installment of Know Your Pro! I hope you’ve enjoyed learning more about our Pro’s; keep an eye out for more great insight into our Pro’s soon!

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