Andrew Kirkbride
Fort Polk,LA
Summary
Detail-oriented professional with extensive experience in tax preparation and life insurance. Expertise in conducting needs assessments and guiding clients through complex processes. Proven ability to enhance client retention through personalized service and effective communication. Strong background in compliance and client relationship management, driving growth and satisfaction.
Overview
1
1
Certification
9
9
years of professional experience
Work History
Life Insurance Agent / Tax Preparer
Armed Forces Benefits Network
Leesville, LA
09.2023 - Current
- Educated clients on life insurance policies, enabling informed decision-making.
- Conducted needs assessments to determine suitable coverage options.
- Guided clients through application processes by facilitating required documentation.
- Delivered personalized service through phone, email, and in-person meetings.
- Prepared individual and business tax returns, ensuring compliance with tax regulations.
- Assisted clients in understanding tax obligations and potential deductions.
- Maintained up-to-date knowledge of tax laws and changes affecting clients.
- Communicated effectively with clients regarding documentation requirements.
- Maintained accurate records of client transactions and filings to support transparency and accountability.
Elementary School Teacher
First Assembly Christian Academy
Leesville, LA
07.2021 - 02.2023
- Developed engaging lesson plans tailored to diverse learning styles and abilities.
- Implemented effective classroom management strategies to foster a positive learning environment.
- Facilitated student assessments to monitor academic progress and tailor support to individual needs.
- Provided individualized support for students needing additional assistance in core subjects to improve understanding and performance.
- Organized educational activities that fostered teamwork and developed social skills among students.
- Established rules and procedures to create a conducive classroom environment.
Uber Driver
Uber
New Orleans, LA
01.2018 - 03.2021
- Ensured safe, efficient transportation for passengers across diverse locations.
- Utilized GPS systems to identify optimal routes, enhancing travel efficiency.
- Maintained clean, functional vehicles to ensure passenger comfort and safety.
- Communicated with passengers to improve travel experience and address concerns.
Hotel Security Officer
Westin Hotel
New Orleans, LA
09.2017 - 01.2019
- Monitored hotel premises to ensure safety for guests and staff.
- Conducted regular inspections of security systems and equipment.
- Responded promptly to incidents and emergencies in accordance with established protocol.
- Coordinated with local law enforcement during security-related events to ensure effective response.
- Addressed guest safety concerns and inquiries, enhancing guest experience.
- Compiled daily reports on security incidents and observations to inform management and improve protocols.
Education
Associates of General Studies - General Studies
University of Maryland Global Campus
3501 University Blvd E, Adelphi, MD 2078301-2015
Skills
- Tax planning
- Regulatory compliance
- Compliance expertise
- Needs assessment
- Policy writing
- Document management
- Client relationship management
- Client retention
- Lead generation
- Time management
- Appointment scheduling
Certification
- Life Insurance
- Tax Preparer
Accomplishments
- Rookie of the Year for Tax Preparation 2024
- Rookie of the Year for Military Benefit Association in Production 2024
- Top Producer in Sales 2024
- Top Producer in Sales 2025
Timeline
Life Insurance Agent / Tax Preparer
Armed Forces Benefits Network
09.2023 - Current
Elementary School Teacher
First Assembly Christian Academy
07.2021 - 02.2023
Uber Driver
Uber
01.2018 - 03.2021
Hotel Security Officer
Westin Hotel
09.2017 - 01.2019
Associates of General Studies - General Studies
University of Maryland Global Campus