Erica Gadson
Greenville,SC
Summary
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
6
6
years of professional experience
1
1
Wellcare
1
1
Devoted
1
1
Humana
1
1
Anthem
1
1
Aetna
Work History
Licensed Insurance Agent
Ttec (TeleTech) - HealthCare Solutions
07.2023 - Current
- Calculated quotes and educated potential clients on insurance options.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Analyzed customer needs to provide customized insurance solutions.
Tax Preparer
Prestige Tax
01.2018 - Current
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Assessed client tax situations to determine best filing options.
- Maintained compliance by adhering to current tax laws and regulations.
Education
No Degree -
Greenville Technical College
Greenville, SC01.2016
Diploma -
Floral Park Memorial
Floral Park, NY01.1993
Skills
- Customer Service
- Salesforce
- Problem Resolution
- Life Insurance
- Health & Accidental Insurance
- Licensed Insurance Agent
- Product Knowledge
- Client needs analysis
- Health insurance
- Quotes and sales
Certification
- Aetna Certification - 2023/2024
- Wellcare Certification - 2023/2024
- Devoted Certification - 2023/2024
- Zing Health Certification 2023/2024
- Anthem Certification - 2023/2024
- Cigna Certification - 2023/2024
- Humana Certification - 2023/2024
Timeline
Licensed Insurance Agent
Ttec (TeleTech) - HealthCare Solutions
07.2023 - Current
Tax Preparer
Prestige Tax
01.2018 - Current
No Degree -
Greenville Technical College
Diploma -
Floral Park Memorial
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