Ivette Lyshe
Gahanna,Ohio
Summary
Experienced Manager bringing over 20 years of quality performance in customer support supervisory/manager roles. Skilled in mentoring team members to deliver exceptional service and building team morale through effective communication and positive performance feedback. Accustomed to defusing customer dissatisfaction and managing competing priorities with superior results.
Overview
17
17
years of professional experience
Work History
Client Services Supervisor
Robert Half
06.2019 - Current
- Manage customer relationships and staff of 20+ persons responsible for executing and monitoring performance of individuals seeking employment at companies across the country
- Perform due diligence of all new and updated client marketing materials used for onboarding new contractors
- Champion both internal and external environments
- Work closely with compliance professionals to ensure laws and regulations are begin followed
- Manage multiple priorities and projects in a fast pace and high-volume environment
- Develop and share best practices with team members across the county.
- Created customer support strategies to increase customer retention.
- Monitored metrics and developed actionable insights to improve efficiency and performance.
- Provided leadership, guidance and support to staff members.
Independent Tax Preparer
Ivette, State, Ohio
01.2007 - Current
- Prepare and reconcile individual and business tax documents for 40-50 individuals each year
- Follow direction and rules insuring state and federal laws are being adhered
- Provide professional recommendations and assist with building financial plans.
- 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.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Maintained compliance by adhering to current tax laws and regulations.
Tax Expert
Intuit
01.2022 - 05.2023
- Intuit
- Provide assistance to customers working on their tax return with tax advice, full-service tax preparation, product and software inquiries and tax calculations
- Create high quality customer interactions by researching, analyzing, and determining appropriate course of action in various situations.
- Supported team initiatives and created inclusive environment.
Financial Account Manager
Heyward Insurance Group
07.2016 - 03.2021
- Build marketing programs and sales content for teams by working with regional executives ensuring campaigns are brand focused
- Create plans and marketing materials for both internal and external groups designed to grow the business
- Keep all content updated ensuring state laws and compliance rules are being followed
- Create marketing plans and provide recommendations for implementation of financial goals and strategies.
- Complied with established internal controls and policies.
Client Services Manager
Robert Half
06.2017 - 06.2019
- Manage the job filling process with control and care ensuring the expectations of both the candidate and client are being managed by assisting in recruiting candidates
- Grow divisional gross margin consistent with Robert Half targets while providing quality service to both clients and candidates
- Serve as main point of contact between client and field offices Work with branch to increase candidate placement percentages for positions across the county
- Provide weekly reporting on results
- Manage staff dependent on work volume
- Managed payroll for assigned candidates.
- Interacted with clients on regular basis to quickly alleviate issues and provide project updates.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
Senior Client Services Coordinator
Robert Half
05.2016 - 05.2017
- Facilitate employment screening process of new candidates for over 50 portfolios
- Work with sales offices to increase candidate placement percentages for positions across the county
- Manage relationship with both internal and external vendors.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Utilized active listening skills to identify customer needs and provide appropriate solutions.
Insurance Agent
Farmers Insurance
05.2006 - 07.2016
- Manage day to day operations of insurance agency
- Partnered with corporate offices to identify marketing needs and design campaigns for increasing new customer growth
- Responsible for selling insurance products and services to consumer and businesses
- Development of sales presentations and financial blueprints for new, existing, and potential customers
- Conduct daily meetings with clients to ensure expectations are being met
- Manage staff of 4 and provide coaching and feedback for personal development.
Education
B.S - Finance
Franklin University
Columbus, OhioB.S - Business Administration
Franklin University
Columbus, OH04.1991
Skills
- 20 years of Customer Service Management
- Schedule Management
- Research and Due Diligence
- Inter-Department Collaboration
- Training and Mentoring
Timeline
Tax Expert
Intuit
01.2022 - 05.2023
Client Services Supervisor
Robert Half
06.2019 - Current
Client Services Manager
Robert Half
06.2017 - 06.2019
Financial Account Manager
Heyward Insurance Group
07.2016 - 03.2021
Senior Client Services Coordinator
Robert Half
05.2016 - 05.2017
Independent Tax Preparer
Ivette, State, Ohio
01.2007 - Current
Insurance Agent
Farmers Insurance
05.2006 - 07.2016
B.S - Finance
Franklin University
B.S - Business Administration
Franklin University
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