Work Preference
Summary
Overview
Work History
Education
Skills
Certification
Timeline
AccountManager
Open To Work
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Andrew Cleary

Customer Service
Grand Rapids,MI

Work Preference

Job Search Status

Open to work
Desired start date: 2 weeks notice

Desired Job Title

Customer Service OwnerInsurance Agent and Sales ManagerTax Manager/Preparer

Work Type

Full TimeVolunteerSeasonal Work

Important To Me

Career advancementPersonal development programsHealthcare benefitsWork-life balance

Summary

To become part of a company that aligns with my work ethic and passion for growth. To obtain a position with a company where my talents, skills and abilities can fit the company’s needs. Proven results in customer service and sales.

Overview

1
1
Certification
24
24
years of professional experience

Work History

Customer Service

Fifth Third Bank
2026.02 - Current
  • Provided exceptional customer service, resolving complex issues promptly and professionally.
  • Provided exceptional customer service, addressing concerns promptly and ensuring complete satisfaction.
  • Delivered outstanding customer service by addressing inquiries promptly and courteously.
  • Provided exceptional customer service, addressing passenger concerns professionally and courteously.

Owner

Cleary Tax Service
2020.01 - 2026.01
  • Professional tax preparer for individual and small businesses
  • Ensuring clients receive 100 % accuracy
  • Advising tax strategies for financial decisions and always looking out for their best interest
  • E-filing federal and multi-state tax returns
  • Educating clients how to upload tax documents into a secure portal
  • Maintained education in current tax laws in a continues changing tax environment
  • Corrected any tax issues with the IRS, state and city
  • Filed prior year returns and amended any tax returns that need to be corrected

Insurance Agent and Sales Manager

Pohl Insurance Agency
2008.01 - 2020.01
  • Managed day to day operations with annual premium of 1.8 million
  • Conducted business relations with new and existing carriers
  • 5-year average customer retention 87% and loss ratio of 53%
  • Awarded profit sharing 3 out of the past 5 years
  • Coordinated new business, endorsements and claim processing

Tax Manager/Preparer

X-Tax, PLC, CPA
2002.01 - 2020.01
  • Prepared individual and small business tax returns
  • Help manage over 8000 tax returns
  • Trained 20 plus seasonal employees on preparing taxes and using software and management systems
  • Initiated and help grow the business from 300 to 8000 tax returns
  • Implemented various bank products depending on customers’ needs
  • Coordinated advertising and social media

Education

Bachelor of Arts - Business Administration

Olivet College
Olivet, MI

Skills

  • Customer relations
  • Small business operations
  • Relationship building
  • Verbal and written communication

Certification

  • series 7 and 63 license

Timeline

Customer Service

Fifth Third Bank
2026.02 - Current

Owner

Cleary Tax Service
2020.01 - 2026.01

Insurance Agent and Sales Manager

Pohl Insurance Agency
2008.01 - 2020.01

Tax Manager/Preparer

X-Tax, PLC, CPA
2002.01 - 2020.01

Bachelor of Arts - Business Administration

Olivet College