GUADALUPE VAZQUEZ
Brea,CA
Summary
Adept at fostering client trust and loyalty, I leveraged my bilingual communication and organization skills as a self-employed Licensed Tax Preparer and Insurance Broker to enhance client satisfaction and secure repeat business. By prioritizing customer service and meticulous document preparation, I consistently delivered accurate and comprehensive financial solutions.
Overview
18
18
years of professional experience
1
1
Certification
Work History
LICENSED TAX PREPARER
SELF
01.2011 - 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.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
Licensed Insurance Broker
SELF
06.2006 - Current
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
- Collaborated with underwriters to negotiate favorable policy terms and rates for clients, ensuring optimal coverage at competitive prices.
- Developed strong relationships with clients, resulting in a high level of trust and repeat business.
- Educated clients on available insurance products and services, helping them make informed decisions about their coverage options.
Education
Associate of Arts - GENERAL STUDIES
FULLERTON COMMUNITY COLLEGE
Fullerton, CA06.2026
Skills
- Organization skills
- Client Communication
- Data inputting
- Verbal/written communication
- Bilingual English/Spanish
- Document Preparation
Certification
- California Tax Education Council
- Casualty and Property Insurance State License
Timeline
LICENSED TAX PREPARER
SELF
01.2011 - Current
Licensed Insurance Broker
SELF
06.2006 - Current
Associate of Arts - GENERAL STUDIES
FULLERTON COMMUNITY COLLEGE
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