Anita Tryon
Dallas,TX
Summary
I am a highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
I am a understanding Revenue Officer, Finance Associate and Licensed Insurance Advisor with knowledge of insurance, tax and accounting principles and practices. I have over 25 years of experience. I deal effectively with others and remain calm and professional during stressful circumstances. I have collected delinquent taxes and performed accurate internal audits, my customer service is exemplary and I am a knowledgeable claims adjustor. I am focused, detail-oriented and conscientious with advanced understanding of industry regulations and standards.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Revenue Officer
Department Of Treasury, IRS
Farmers Branch, TX
09/01/21 - Current
- Analyzed financial data from various sources to identify potential areas of noncompliance.
- Performed research activities as needed in order to verify information provided by taxpayers or other entities.
- Discussed and explained various tax forms with taxpayers.
- Interacted with taxpayers, and client representatives to collect on delinquent taxpayer accounts and secure late returns.
Finance Associate
Zan Holmes Outreach Community Center
Dallas, TX
02.2020 - 09.2021
- Educated clients on financial vehicles, market conditions, and trends for future investments.
- Recommended solutions to meet client financial goals with minimal risk.
- Assisted in the preparation of budgets for various clients.
- Assisted students with worksite locations and assisted with Busy-Busy Construction Scheduling APP
- Advocated for Low Voltage Students as a Support Associate by asking questions and seeking solutions.
- Built trust and rapport with clients to facilitate long-term, loyal relationships.
Customer Service Representative
Small Business Administration
Fort Worth, TX
05.2020 - 11.2020
- Conferred with customers by telephone or email to provide information about Corona Virus (COVID-19) Small Business Loans/Advances.
- Assisted customers with Corona Virus (COVID-19) applicant information and updated client information via telephone and email.
- Set up and activated customer accounts.
- Maintained detailed records of customer interactions, transactions and comments for future reference.
Licensed Insurance Agent
Dialog Direct
Fort Worth, TX
09.2019 - 12.2019
- Conducted customer needs assessments to identify appropriate Healthcare Insurance Plans.
- Provided assistance with Medicare Open Enrollment Plans, Medicare Advantage and PDP Plans.
- Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
- Identified opportunities for cross-selling additional policies or services to existing customers.
Claims Services Total Loss
Enterprise Holdings
Irving, TX
02.2018 - 07.2018
Affordable Care Act (ACA) Benefit Advisor
Health Reform Insurance
Richardson, TX
08.2017 - 11.2017
Licensed Benefits Healthcare Advisor
One Exchange Tower's Watson
Richardson, TX
07.2015 - 12.2016
Medical Billing and Collections Specialist
North Texas Rehabilitation Institute
Dallas, TX
02.1999 - 08.2004
- Researched account issues, i.e., medical bills, payments, duplicate transactions.
- Prepared claims with documentation, submitted before deadlines
- Weekly updates on delinquent accounts.
- Scheduled meetings with Account Managers regarding appeals for surgery, therapy and pain management.
- Possessed medical terminology for CPT, ICD10 coding.
- Attended Billing seminars.
- Trained new employees.
Education
Master of Science - Higher Education
Dallas Baptist University
Dallas, TX05-2012
BBA - Business Administration
Northwood University
Cedar Hill, TX05-2001
Skills
- Interpersonal Communication Skills
- Debt Management
- Account Balancing
- Information Tracking
- Insurance Sales Strategy
- Client Service
- Policy Management
- Client Relationship Management
- Regulatory Compliance Understanding
- Customer Service
- Customer Follow-Up
- Policy Renewals
- Life Insurance
- Risk Mitigation
- Policy Writing
- Policy Knowledge
- Benefits Administration
- Analytical Thinking
- Compensation Structuring
- Organizational Skills
- Interpersonal Skills
- Interpersonal Communication
- Records Maintenance
- Analytical Skills
- Reliability
- Self Motivation
- Regulatory Compliance
- Written Communication
Certification
- State of Texas General Health and Life Insurance License
- State of Texas Adjuster License (All Lines)
- State of Texas Property and Casualty Insurance License
Timeline
Customer Service Representative
Small Business Administration
05.2020 - 11.2020
Finance Associate
Zan Holmes Outreach Community Center
02.2020 - 09.2021
Licensed Insurance Agent
Dialog Direct
09.2019 - 12.2019
Claims Services Total Loss
Enterprise Holdings
02.2018 - 07.2018
Affordable Care Act (ACA) Benefit Advisor
Health Reform Insurance
08.2017 - 11.2017
Licensed Benefits Healthcare Advisor
One Exchange Tower's Watson
07.2015 - 12.2016
Medical Billing and Collections Specialist
North Texas Rehabilitation Institute
02.1999 - 08.2004
Revenue Officer
Department Of Treasury, IRS
09/01/21 - Current
Master of Science - Higher Education
Dallas Baptist University
BBA - Business Administration
Northwood University