Coradean Gaston
Charlotte,NC
Summary
I have preformed abilities and skills in which was responsible for managing office services by ensuring office operations and procedures are organized, correspondences are controlled, filing systems are designed, supply requisitions are reviewed and approved and that clerical functions are properly assigned and monitored.
Overview
20
20
years of professional experience
Work History
Insurance Producer, Independent Insurance Agent
Mark Beckham Agency
06.2022 - 03.2023
- Provided detailed information about company insurance products.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Investigated and processed claims swiftly to keep customers satisfied.
- Met with clients to discuss needs.
- Obtained underwriting approval by completing application for coverage.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
Office Manager / Tax Consultant
Signature Plus Tax Services
Bakersfield California
06.2003 - Current
- Supervise office, Payroll- QuickBooks, AR /AP, bank deposits, Hire, scheduling, problem solve, team build, order supplies and office equipment, create office operations and execute, create all in office forms, train staff, prepare taxes, submit tax forms on behalf of clients, , audit client files and other basic office task including answering phones, filing, client Intake and answering any questions staff and clients may have
- Les Reed Owner 661-348-6515 personal
- Utilized tax software to prepare returns and meet deadlines.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions
Member Service Representative Remote
TTEC
Concord NC
10.2021 - 06.2022
- Served as point of contact for customers by accessing their needs via telephone channels, delivered high level of service through identifying relationship opportunities; matching appropriate products to customer needs; preformed account maintenance inquires and migrating customers to alternative banking methods
- Investigated and resolve wide variety of issues and request.
- Managed over 100 calls daily
Education
Diploma - undefined
South High School
1985
License / Tax Preparer Excel Online -
The Income Tax School
Virginia2021
License / Insurance - Insurance
Excel Center - Lafayette
Lafayette, IN06.2022
Skills
- Liabilities Mitigation
- Office Meetings
- Staff Oversight
- Electronic Filing Software
- Client Invoicing
- Client Account Management
- Customer Interaction
- Data Input
- Tax Consulting
- Federal and State Tax Returns
Timeline
Insurance Producer, Independent Insurance Agent
Mark Beckham Agency
06.2022 - 03.2023
Member Service Representative Remote
TTEC
10.2021 - 06.2022
Office Manager / Tax Consultant
Signature Plus Tax Services
06.2003 - Current
Diploma - undefined
South High School
License / Tax Preparer Excel Online -
The Income Tax School
License / Insurance - Insurance
Excel Center - Lafayette