Summary
Overview
Work History
Education
Skills
Timeline
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Cheryl Bayne

Kosciusko,MS

Summary

Proactive Insurance Agent with extensive experience in client relationship management and compliance monitoring. Adept at resolving customer inquiries swiftly and expanding client base through proactive prospecting and referrals. Skilled in maintaining regulatory compliance and providing exceptional customer service, bringing a combination of industry knowledge and dedication to client satisfaction.

Knowledgeable [Desired Position] with comprehensive background in insurance sales and client relationship management. Proven success in developing tailored insurance solutions and efficiently handling policy administration. Demonstrated skills in risk assessment and customer service excellence.

Insurance professional with extensive experience in providing personalized insurance solutions. Recognized for ability to build strong client relationships and deliver exceptional service. Focused on team collaboration and adapting to changing needs. Skills include risk analysis, policy development, and effective communication.

Overview

23
23
years of professional experience

Work History

Insurance Agent

Self-employeed
01.2012 - Current
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Expanded client base by actively prospecting for new business opportunities and generating referrals.
  • Monitored changes in insurance industry to stay compliant with relevant laws and regulations.

Tax Preparer

Self-employed
08.2001 - Current
  • Researched complex tax issues utilizing online resources and professional tax software.
  • Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Participated in continuous professional development opportunities to stay current in industry trends, elevating personal expertise as a Tax Preparer over time.
  • Streamlined tax filing processes for clients, ensuring a smooth and efficient experience.
  • Facilitated communication between clients and IRS or state tax agencies, resolving discrepancies and ensuring accurate filings.
  • Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.

Customer Service Representative (Insurance)

Self-employed
07.2020 - 12.2021
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
  • Responded to customer requests for products, services, and company information.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.

Education

Bachelor of Science - Accounting

Jackson State University
Jackson, MS
05-1984

Skills

  • Customer Service
  • Licensed Insurance Agent
  • Professionalism and Ethics
  • Quotes and sales

Timeline

Customer Service Representative (Insurance)

Self-employed
07.2020 - 12.2021

Insurance Agent

Self-employeed
01.2012 - Current

Tax Preparer

Self-employed
08.2001 - Current

Bachelor of Science - Accounting

Jackson State University

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Cheryl Bayne