Carlos Albertazzi
Miami,FL
Summary
Dynamic insurance agent with a proven track record at Open SI, adept at navigating health insurance regulations and resolving claims efficiently. Skilled in premium calculation and policy renewals, I excel in client education and relationship management, ensuring optimal coverage solutions while maintaining a strong focus on compliance and customer satisfaction.
Skilled Income Tax Preparer with significant experience in individual and corporate tax preparation. Strong understanding of federal, state, and local income tax regulations and compliance. Proven ability to analyze financial data, identify potential deductions or credits, and provide accurate tax advice. Consistently contribute to improved efficiency and streamlining of processes in previous roles.
Overview
6
6
years of professional experience
2
2
Certification
Work History
LIFE AND HEALTH INSURANCE AGENT
OPEN SI
Miami, Florida
09.2023 - Current
- Educated clients on various health insurance options and benefits.
- Assisted clients in completing insurance applications and documentation.
- Maintained up-to-date knowledge of health insurance regulations and policies.
- Conducted follow-up consultations to address client inquiries and concerns.
- Resolved client issues related to claims processing and policy coverage efficiently.
- Assisted customers with enrollment in health insurance plans and managed administrative paperwork.
- Participated in weekly training sessions to improve product knowledge and enhance company growth.
- Reviewed applications for accuracy before submitting them for processing.
- Tracked policy renewals and expiration dates in order to manage timely notifications.
- Maintained detailed records of all client interactions and updated customer information as necessary.
- Calculated premiums and established payment methods.
- Verified eligibility criteria prior to enrolling a customer into a plan.
Tax Preparer Specialist
SELFEMPLOYED
Miami, Florida
02.2021 - Current
- Prepared individual and business tax returns with precision and attention to detail.
- Reviewed financial documents to ensure compliance with tax regulations and laws.
- Assisted clients in understanding tax obligations and available deductions.
- Utilized accounting software to streamline tax preparation processes efficiently.
- Reviewed, analyzed and interpreted tax documents to determine accuracy of financial information.
- Provided guidance on tax planning strategies to optimize client financial situations.
- Maintained up-to-date knowledge of tax codes and changes affecting clients.
Electrician's Apprentice
E and C electrical services
Miami, FL
11.2020 - 12.2021
- Executed skilled and semi-skilled tasks under supervision of qualified supervisors.
- Followed safety protocols during all electrical work tasks.
- Collaborated with team members to complete projects on time.
- Maintained tools and equipment to ensure operational efficiency.
- Inspected existing wiring to detect issues, including short circuits.
- Applied safety knowledge and implemented industry best practices consistently.
- Collaborated with experts to enhance understanding of principles and construction standards.
Warehouse Picker
11880 w state road 84 building D5
Davie, FL
04.2020 - 09.2020
- Shrink-wrapped and labeled customer orders and moved to loading dock staging area using electronic pallet jack or walkie-rider equipment.
- Picked products by matching numbers and product descriptions using voice audio headset.
- Conducted inventory transactions using scanner gun.
- Pulled merchandise to fulfill orders to specification.
- Collaborated with team members to prioritize order fulfillment tasks.
- Organized inventory locations for easy access and retrieval of products.
- Managed shipping documentation and ensured accurate labeling of packages.
- Assisted in training new employees on picking procedures and safety standards.
Education
TAX PREPARER LICENSE - TAXES
01-2021
Some College (No Degree) - Electrical Engineering
Some College (No Degree) - Osha 10
Skills
- Electrical system modification
- Wiring Installations
- Local and state regulations
- Electrical maintenance and repair
- Electrical diagnostics
- Standard power tool knowledge
- Power and hand tool operation
- Safety awareness
- OSHA requirements
- Health insurance regulations
- Claims processing
- Premium calculation
- Tax preparation
- Electrical Installations
- Troubleshooting
- Health insurance
- Policy adjustment
- Sell policies
- Licensing requirements
- Policy renewals
Certification
- LIFE AND HEALTH INSURANCE LICENSE
- TAX PREPARER LICENSE
Languages
English
Spanish
Education and Training
other
Languages
4,3
Timeline
LIFE AND HEALTH INSURANCE AGENT - OPEN SI
09.2023 - Current
Tax Preparer Specialist - SELFEMPLOYED
02.2021 - Current
Electrician's Apprentice - E and C electrical services
11.2020 - 12.2021
Warehouse Picker - 11880 w state road 84 building D5
04.2020 - 09.2020
UNIVERSIDAD DE IMPUESTOS - TAX PREPARER LICENSE, TAXES
Universidad Santiago Mariño - Some College (No Degree), Electrical Engineering
Online Course - Some College (No Degree), Osha 10