Celia McGlothian
Milwaukee,WI
Summary
Highly-motivated individual with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
22
22
years of professional experience
Work History
Online Support Specialist
TaxSlayer Pro
Augusta, GA
11.2023 - Current
- Assisted customers with online account setup and troubleshooting issues.
- Researched complex tax issues in order to provide accurate advice and guidance.
- Made outbound calls to customers for follow-up or promotional purposes.
- Followed up on customer inquiries not immediately resolved.
Quality Review/ Tax Preparer
Social Development Commission /Volunteer Income Tax Assistance
Milwaukee, WI
01.2020 - 07.2023
- Compiled data from clients to accurately complete tax forms.
- Assisted customers with any questions they had about their taxes or filing status.
- Filed electronically through approved software programs.
- Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
- Reviewed income statements and documentation of expenditures to determine forms needed to prepare tax returns.
- Checked data input or verified totals on forms prepared by others to detect mathematical or procedural errors.
Customer Care Representative
Kohl's
Menomonee Falls, WI
07.2018 - 12.2019
- Provided customer service assistance to customers via phone and email.
- Maintained accurate records of customer interactions and transactions.
- Collaborated with other departments to resolve complex customer issues quickly.
- Performed data entry tasks related to customer accounts and order processing.
- Assisted customers with making payments or establishing payment plans to bring accounts current.
- Reviewed accounts for payments received or approved credit arrangements.
Medical Intake
Therapy Plus of WI
Oak Creek, WI
03.2014 - 04.2015
- Organized and scheduled patients' appointments with physicians, specialists, or other healthcare professionals.
- Answered incoming calls regarding appointment times, prescription refills, billing inquiries, and other related topics.
- Verified insurance coverage to ensure compliance with company policies and procedures.
- Reviewed patient medical history and updated relevant information in the database.
- Checked-in patients at reception desk by verifying insurance eligibility through online systems and applications.
Insurance Verification Representative
Aurora Health Care
Milwaukee, WI
10.2002 - 01.2012
- Processed incoming requests, inquiries, and authorizations from health care providers.
- Researched insurance plans to determine coverages and benefits available.
- Provided detailed information regarding medical policies, procedures, and protocols.
- Maintained accurate records of patient data in the system.
Education
High School Diploma -
Cornerstone
Townsend, GAOffice Technology
Business And Banking Inst
Milwaukee, WISkills
- Organizational abilities
- Verbal/written communication
- Information Processing
- Records Management
- Documentation filing
- Individual returns preparation
Timeline
Online Support Specialist
TaxSlayer Pro
11.2023 - Current
Quality Review/ Tax Preparer
Social Development Commission /Volunteer Income Tax Assistance
01.2020 - 07.2023
Customer Care Representative
Kohl's
07.2018 - 12.2019
Medical Intake
Therapy Plus of WI
03.2014 - 04.2015
Insurance Verification Representative
Aurora Health Care
10.2002 - 01.2012
High School Diploma -
Cornerstone
Office Technology
Business And Banking Inst
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