Gracie Soto
Benton,AR
Summary
Proven to be sn Insurance Agent and Tax Preparer with a track record of enhancing client satisfaction through exceptional customer service and professionalism. With 14 years of experience of being a business owner of M & G Insurance Agency, Latino's Tax Services, VPI Valor Protegido Insurance, and Gracie's Insurance Solutions. Having experience in underwriter collaboration and ethical practices to tailor insurance solutions, significantly improving client trust. Certified to be a notary public, ensuring meticulous document accuracy and compliance. Persistent leader eager to help grow organizations and educate the community. Skilled in strategic planning, problem-solving, and communication with good understanding of business principles, project management and team leadership. Collaborative with relentless work ethic.
Overview
13
13
years of professional experience
1
1
Certification
Work History
CEO
VPI Valor Protegido Insurance INC
Little Rock, AR
12.2023 - Current
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life and health insurance industry.
- Developed positive relationships with insurance representatives, facilitating effective communication for claim status inquiries or dispute resolutions.
- Aiming to reach out to the latino community to educate them about how they can qualify for life and health insurance.
CEO
M&G INSURANCE AGENCY/GRACIE'S INSURANCE SOLUTIONS
Little Rock, AR
03.2011 - Current
- Achieved company growth by implementing strategic plans and improving operations.
- Conducted comprehensive policy reviews to ensure clients were adequately protected against potential risks.
- Skilled with knowledge regarding Auto and Home
- Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
- Resolved customer inquiries and concerns with professionalism, empathy, and effective communication skills.
- Highly educated in General Liability and Workers Compensation insurance.
Tax Preparer
Latino's Tax Services
Little Rock, AR
03.2012 - Current
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Prepared a variety of forms including 1040s, 1099s, W-2s, Schedules C and E as well as other state-specific forms.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Self-motivated, with a strong sense of personal responsibility.
- Certified notary public
- Improved document accuracy by diligently reviewing and verifying signatures in notarized documents.
Skills
- Customer Service
- Licensed Insurance Agent
- Professionalism and Ethics
- Customer Engagement
- Professionalism and Courtesy
- Strategic Visioning
Certification
- Licensed in almost 50 states for Life & Health, Sickness, Accident, and Property & Casualty Insurance.
- Notary Public
- Tax Preparer
Additional Information
Driven by compassion, and empathy in educating the latino community, to help them grow in knowledge and skills for a better future.
Languages
English
Full Professional
Spanish
Native or Bilingual
Timeline
CEO
VPI Valor Protegido Insurance INC
12.2023 - Current
Tax Preparer
Latino's Tax Services
03.2012 - Current
CEO
M&G INSURANCE AGENCY/GRACIE'S INSURANCE SOLUTIONS
03.2011 - Current