Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
25
25
years of professional experience
Work History
Licensed Insurance Agent
Bloom Insurance Agency
Paoli, IN
08.2023 - Current
Conducted customer needs assessments to identify appropriate coverage levels and options.
Advised clients on their insurance needs and coverage options based on individual requirements.
Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
Performed routine follow-up calls to assess customer satisfaction with products and services.
Initiated contact with potential clients through cold calling and networking activities.
Responded promptly to customer inquiries via phone calls or emails in a professional manner.
Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
Responded to customer inquiries and problems to promote great service.
Analyzed customer needs and provided best options, upselling products and services.
Researched insurance plans to find good options for clients' needs.
Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
Tax Preparer/Manager on Duty
Jackson Hewitt Tax Svc
Paoli, IN
01.1999 - 04.2005
Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
Compiled data from clients to accurately complete tax forms.
Identified potential deductions to minimize clients' tax liabilities.
Researched federal, state, and local laws to ensure compliance with regulations.
Provided guidance on financial decisions related to taxes.
Assisted clients in responding to IRS notices of deficiency or audit findings.
Analyzed financial information such as income statements and balance sheets to calculate tax liability.
Explained complex tax regulations in an easy-to-understand manner for clients' understanding.
Maintained accurate records of all client transactions and filings.
Conducted research on current trends in taxation law to stay up-to-date with changes.
Advised clients on the best strategies for filing their taxes efficiently and legally.
Evaluated financial situations of individual taxpayers and businesses to determine appropriate actions for reducing taxes owed or increasing refunds due.
Reviewed prior year's returns for accuracy and completeness before submitting them.
Ensured that all applicable deadlines were met when submitting documents.
Assisted customers with any questions they had about their taxes or filing status.
Filed electronically through approved software programs.
Advised clients to comply with IRS regulations and meet state and federal tax obligations.
Finalized and processed paperwork with local, state and federal government authorities.
Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
Responded to state and federal tax notices by preparing written responses or tax return amendments.
Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
Used tax form instructions and tables to complete tax forms.
Used appropriate adjustments, deductions and credits to keep clients' taxes to minimum.