Office 365
DAVID THOMAS
Big Flats,NY
Summary
Organized and dedicated with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision making skills to manage multiple, concurrent tasks. Self-motivated work ethic with ability to perform effectively in independent or team environments.
Overview
2
2
Certifications
9
9
years of post-secondary education
2
2
years of professional experience
Work History
Tax Preparer
Jackson Hewitt Tax Service
Elmira, NY
01.2021 - Current
- A tax preparer for the 2020-2021 season.
- I handled refund advance loans and setting up debit cards for customers.
- I also handle all office preparation and maintenance throughout the day and schedule and call clients to set up appointments.
- Delivered comprehensive tax documentation required for accurate individual and corporate returns.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Saved clients extensive cost by uncovering eligibility for credits.
- Interviewed clients to collect information and gather necessary paperwork prior to preparing tax return.
- Prepared tax returns, extensions, tax planning calculations and write-ups for all types of organizations and entities, including individuals.
- Completed and filed returns with tax departments at local, state and federal levels.
Insurance Authorization Specialist
Guthrie Home Health
Waverly, NY
10.2019 - 04.2020
- Worked as an insurance authorization specialist for a non-profit home health agency.
- Handled authorizations and eligibility checks for all insurance including Medicare, Humana, UHC, multiple Blue cross Blue shield (including Anthem, Highmark, Excellus), Well Care, and many others.
- Did extensive computer and organization work.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Developed extensive fact-checking and research skills as result of continuously reviewing different programs and options.
- Communicated with people from various cultures and backgrounds on application process.
- Verified eligibility and compliance with authorization requirements for service providers.
- Created and maintained spreadsheets detailing all medical procedures, including applicable denials and approvals.
- Fielded telephone inquiries on authorization details from plan members and medical staff.
- Communicated with executives about consistent customer issues.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Was laid off because of COVID-19.
Outbound Sales Call Center Agent
Kingdom inc
Mansfield, PA
04.2018 - 09.2018
- Worked with churches and Universities in ordering supplies for AV music equipment.
- Would call the universities and churches to see what they need and what they can afford, then I would work with them on getting the best equilibrium of the two.
- Contacted customers after sales process to drive ongoing customer satisfaction and resolve issues and complaints.
- Used computer databases to keep track of phone calls, confidential notes about conversations and customer contact information.
- Represented company professionally in all situations, working through challenging phone calls and cultivating positive interactions by remaining calm and poised.
- Answered average of 250 calls, emails and faxes per day, addressing customer inquiries, solving problems and providing product information.
- Investigated and resolved customer inquiries and complaints quickly.
- Maintained up-to-date knowledge of product and service changes.
- Trained new personnel regarding company operations, policies and services.
- Optimized customer support by establishing collaborative service environment.
Advertising consultant
Gannett
York, PA
01.2017 - 01.2018
- Worked for advertising in 5 separate newspapers at the same time.
- Handled all behind-the-scenes work including scheduling, billing, artwork, contract submissions, and ad placement.
- Had hands-on genuine experience in media in the office world.
- Communicated regularly with territory, regional and strategic managers for daily support and strategic planning for accounts.
- Helped customers in determining design and layout of sold and spec ads.
- Used consultative sales techniques to pinpoint customers' advertising needs and close on short-term and long-term sales contracts.
- Organized company files and created support system to decrease workload and increase productivity of account managers.
- Contacted clients in person and on telephone to obtain feedback about services purchased.
- Researched and customized service proposals for clients to meet requirements and set profitable compensation scale.
- Managed administrative logistics of events planning, including contract signing, fee collection, event booking and event promotions.
- Corresponded with clients to answer questions and resolve issues.
- Delivered smooth training execution by coordinating seminar functions, including site selection, scheduling, marketing, reservations, materials, event management and follow-up.
Education
Bachelor of Science - Major: Mass Media, Minor: Music
Mansfield University of Pennsylvania
Mansfield, PA 08.2011 - 05.2016
High School Diploma -
Wyoming Area Sec Ctr
Exeter, PA 08.2007 - 06.2011
Skills
Adaptability
undefinedSoftware
Microsoft Word
Microsoft Excel
Microsoft Power Point
Dayforce
Salesforce
Zoom
Mac IOS
Windows
Final Cut
Certification
NY State tax ID
Timeline
NY State tax ID
01-2021
Federal TPIN
01-2021
Tax Preparer
Jackson Hewitt Tax Service
01.2021 - Current
Insurance Authorization Specialist
Guthrie Home Health
10.2019 - 04.2020
Outbound Sales Call Center Agent
Kingdom inc
04.2018 - 09.2018
Advertising consultant
Gannett
01.2017 - 01.2018
Bachelor of Science - Major: Mass Media, Minor: Music
Mansfield University of Pennsylvania
08.2011 - 05.2016
High School Diploma -
Wyoming Area Sec Ctr
08.2007 - 06.2011
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