Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Gisela Mirez

Sunrise

Summary

Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions. 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. Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Tax Preparer

Self Employed
01.2022 - Current
  • Increased client satisfaction by providing accurate and timely tax preparation services.
  • Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
  • Assisted in resolving complex tax issues, strengthening client relationships and building trust.
  • Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Assessed client tax situations to determine best filing options.
  • Utilized tax software to prepare returns and meet deadlines.
  • Analyzed financial documents to accurately reflect client information on tax returns.

Insurance Agent

Self Employed Services
10.2020 - Current
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Expanded client base by actively prospecting for new business opportunities and generating referrals.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.

Customer Service Representative

JIG HOME IMPROVEMENT SERVICES INC
11.2016 - 12.2019
  • Enhanced customer satisfaction by addressing and resolving complex inquiries in both English and Spanish languages.
  • Maintained high levels of customer satisfaction through empathetic listening, timely problem resolution, and personalized attention.
  • Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Responded to customer calls and emails to answer questions about products and services.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.

Education

No Degree -

Broward College
Fort Lauderdale, FL

Skills

  • Customer Service
  • Client Relations
  • Policy Renewals
  • Client Retention
  • Tax Return Preparation
  • Records Management
  • Financial statement review
  • Corporate tax preparation
  • Proficient computer skills
  • Internet Marketing

Certification

  • Florida Licensed Health and Life insurance Agent
  • IRS Registered Tax Preparer

Languages

Spanish
English

Timeline

Tax Preparer

Self Employed
01.2022 - Current

Insurance Agent

Self Employed Services
10.2020 - Current

Customer Service Representative

JIG HOME IMPROVEMENT SERVICES INC
11.2016 - 12.2019

No Degree -

Broward College

Similar Profiles

CREATE PROFILE
Gisela Mirez