Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
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Coradean Gaston

Coradean Gaston

CHARLOTTE,NC

Summary

Insurance professional with extensive experience in client account management and problem-solving at Senior Life Insurance Company. Achieved significant improvements in customer satisfaction and retention through tailored insurance strategies. Expertise in CRM systems ensures effective service delivery and adherence to regulatory standards. Office Manager with a strong focus on operational efficiency and team productivity, contributing to overall business success. Skilled Office Manager with comprehensive experience in overseeing daily office operations, implementing effective policies for better efficiency and coordinating administrative activities. Strengths include multi-tasking abilities, strong communication skills, and proficiency in managing diverse teams. Significant contributions made to previous roles include improving organization systems and effectively handling multiple tasks concurrently under pressure.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Insurance Agent

Senior Life Insurance Company
Charlotte, NC
02.2024 - Current
  • Explained insurance policies and coverage options to ensure client understanding.
  • Developed strong customer service skills, focusing on problem resolution and conflict management.
  • Built and maintained client relationships, enhancing overall satisfaction with services.
  • Contacted prospective clients via telephone to deliver quotes and policy information.
  • Set appointments with potential clients to present tailored insurance packages.
  • Followed up with clients to assess satisfaction with provided services.
  • Successfully completed continuing education courses on state insurance laws.

Office Manager / Tax Consultant

Signature Plus Tax Services
Bakersfield, CA
06.2003 - 06.2025
  • Supervised office operations, ensuring efficient workflow and resource management.
  • Utilized QuickBooks for payroll processing and accounts receivable/payable management.
  • Prepared accurate federal, state, and local tax returns for individuals and businesses.
  • Conducted regular inventory assessments of office supplies, proactively ordering necessary items.
  • Trained staff on office procedures, enhancing team performance and efficiency.
  • Resolved client inquiries and complaints promptly, maintaining high customer service standards.
  • Implemented customized tax software features to meet clients' specific needs.
  • Maintained confidentiality of sensitive information, ensuring compliance with privacy regulations.

Education

Excel Center
NC
06.2022

The Income Tax School
01.2003

Skills

  • Office administration and management
  • Customer service and relations
  • Problem solving
  • Client account management
  • Data entry and tax consulting
  • Tax return preparation
  • Organizational skills
  • CRM software proficiency
  • Professional ethics
  • Insurance policy knowledge

Certification

  • License in Insurance
  • License in Tax Preparer

References

References available upon request

Timeline

Insurance Agent

Senior Life Insurance Company
02.2024 - Current

Office Manager / Tax Consultant

Signature Plus Tax Services
06.2003 - 06.2025

Excel Center

The Income Tax School

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