Jayne Hoffman
Rapid City,SD
Summary
I am a loyal, dedicated professional with over 20 years of extensive customer relations. I have managed a dental office, prepared taxes and worked as merchant specialist working with merchants and customers. My goal is assisting your business to increase their value . I will utilize my education and previous work experience that will prove to be beneficial to business.
Overview
17
17
years of professional experience
1
1
Certificate
Work History
Insurance Agent
Jayne Bloom Hoffman Insurance
Rapid City, SD
01.2019 - Current
- Developed and maintained strong relationships with clients to enhance customer satisfaction.
- Customized polices and renewal for clients.
- Analyzed client profiles to recommend appropriate coverage options.
- Follow up with clients, make sure that insurance companies have everything they have requested from clients.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
Client Service Specialist
Synchrony Financial
Rapid City, SD
01.2019 - 01.2025
- Outstanding communication skill in greeting customers, listening and assessing requested desires and satisfy needs.
- Excellent phone etiquette.
- Managed over 68 inbound call per day.
- Accepted and processed payments, updated accounts and issued receipts.
- Trained merchants on how to set up and use there software.
- Able to assist dissatisfied merchants, settle them down and provide resolution.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Responded to merchants requests, offering excellent support and tailored recommendations to address needs.
- Met customer call guidelines for service levels, handle time and productivity.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Cross-trained during Covid and backed up other customer service department.
- Utilized active listening skills to identify customer needs and provide appropriate solutions.
Tax Preparer
Liberty Tax
Rapid City, SD
01.2009 - 01.2019
- Prepared individual and business tax returns, ensuring compliance with federal and state regulations.
- Reviewed client documentation for accuracy, identifying discrepancies to minimize errors.
- Assist tax preparer during tax season.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Researched complex tax issues utilizing online resources and professional tax software.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Maintained up-to-date knowledge of tax regulations and legislation, ensuring compliance in all prepared returns.
Education
Bachelor of Science - Business Administration
Black Hills State University
Spearfish, SDSkills
- Active listening and empathy to understand customers needs
- Excellent phone etiquette involves clear communication, professionalism, and respect for the caller, ensuring a positive interaction
- Outstanding communication skills in greeting customers, listening and assessing requested desires, and assisting to satisfy needs
- Seasoned professional whose honesty and integrity provide for effective leadership and optimal business relationships
- High quality customer relations
- Able to meet dissatisfied customers, settle them, and provide resolution
- Proficient in Microsoft Office
- Innovative problem-solver who can generate workable solutions and resolve complaints
- Effectively conveys information verbally and in writing
Certification
- Life and Health License - 2014 - present
Timeline
Insurance Agent
Jayne Bloom Hoffman Insurance
01.2019 - Current
Client Service Specialist
Synchrony Financial
01.2019 - 01.2025
Tax Preparer
Liberty Tax
01.2009 - 01.2019
Bachelor of Science - Business Administration
Black Hills State University