Personable travel agent used to fast-paced, deadline-driven environments. Expert in overseas travel and cruise vacation packages. Independent Travel Agent offering more than 5 years of industry experience. Terrific communicator with base of wealthy, loyal clientele. Consistently delivers best client experiences resulting in repeat business and market expansion.
Overview
20
20
years of professional experience
Work History
Independent Travel Agent
Take The Time To Travel With Sunshine
05.2017 - Current
Responded to clients' questions, issues, and complaints and found appropriate solutions when needed.
Arranged travel accommodations for groups, couples, executives and special needs clients.
Provided exemplary customer service to new and existing clients, which helped build lasting relationships and secure new travel assignments.
Responded to clients' questions, issues and complaints and implemented appropriate solutions.
Maintained operational proficiency in coordinating both international and domestic travel accommodations for customers, arranging for airfare as well as hotel and rental car reservations
Arranged travel accommodations for groups, couples, executives and special needs clients
Supervised payments via credit and debit cards and handled sensitive information with professionalism and discreteness
Tax Professional
H R Block
11.2010 - Current
Completed and filed returns with tax departments at local, state and federal levels.
Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation
Completed and filed returns with tax departments at local, state and federal levels
Reviewed available data and compared against tax code to determine exemptions, deductions and potential liabilities
Maintained complete records of client tax returns and supporting documentation in secured areas
Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits
Delivered comprehensive tax documentation required for accurate individual and corporate returns
Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities
Oversaw team of five tax professionals handling up to 200 clients per year
Desk Adjuster
Syndicate Claims Services
01.2019 - 09.2021
Used prescribed guidelines or policies in analyzing situations.
Handled both first party and third party claims under multiple policy types and numerous endorsements.
Investigated origin and cause of claims by contacting appropriate parties.
Evaluated damages and handled claim negotiations with insureds, claimants, attorneys and public adjusters.
Examined claims forms and other records to determine insurance coverage.
Responded to customer inquiries, made appropriate decisions and closed files.
Researched claims and incident information to deliver solutions and resolve problems.
Examined claims forms and other records to determine insurance coverage
Reconciled data in direct collection system with accounting system to address discrepancies
Responded to customer inquiries, made appropriate decisions and closed files
Education
Associate of Applied Science - Psychology
Bishop State Community College
Mobile, AL
1992
High School Diploma -
Mattie T Blount High School
Eight Mile, AL
05.1989
Skills
Regulatory Requirements
Business Growth
Travel Itineraries
Vendor Records
Policy investigations
Hail and wind damage specialist
Highly motivated
All Lines Texas Claims Adjuster License
Timeline
Desk Adjuster
Syndicate Claims Services
01.2019 - 09.2021
Independent Travel Agent
Take The Time To Travel With Sunshine
05.2017 - Current
Tax Professional
H R Block
11.2010 - Current
Associate of Applied Science - Psychology
Bishop State Community College
High School Diploma -
Mattie T Blount High School
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