Jeff Chasteen
Franklin,IN
Summary
- Customer Service, Sales / Business Development Professional
- Over 34 Years of Customer Service, Sales experience.
- Excellent interpersonal, communication and relationship-building skills. Listen attentively, communicate persuasively, and follow through diligently.
- Customer Acquisition
- Referral/Repeat Business Generation
- Resolved Customer Complaints
- Managed Payroll
- Company Reports & Correspondence
- MS Outlook
- MS Excel
- MS Teams
- MS Word
Overview
25
25
years of professional experience
1
1
Certification
Work History
Tax Associate
ATAX Mooresville
01.2026 - 04.2026
- Prepared and filed federal and state tax returns for individual and business clients.
- Conducted thorough reviews of client financial records to ensure compliance with tax laws.
- Collaborated with clients to identify tax-saving opportunities and provide strategic advice.
- Mentored junior staff on tax preparation processes and best practices.
Licensed Insurance Sales
ALLSTATE
05.2018 - 01.2025
- Worked daily contacting potential clients to sell auto and homeowners handling policy sales and renewals, assist clients claims process, maintain client records, also handle incoming service work and handling customers concerns.
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
IBM Quality Control
Rexam
09.2010 - 05.2018
- Work with a team of operators each day in the production of pharmacy bottles and medical supplies, computer setup of presses and daily measurements of product to insure good product.
- Proven ability to learn quickly and adapt to new situations.
Sales/ Manager
CONTINENTAL BROADCAST
08.2001 - 01.2010
- Work closely with a sales team of 6 salespeople. Track and build on sales performance, working daily on collections with the sales team. Develop sales materials, advertising package campaigns, promotions and non-traditional revenue concepts for the sales team all while continuing to sell and collect my own accounts as well as develop new leads.
- Sales Accomplishments: In late 2006, I was appointed sales manager of an existing sales staff. After extensive corporate changes, new management, and changes in programming that represented an income loss of almost $500K in prebilling for 2007, the sales team was still able to improve billing showing a 17% increase over the previous year.
Education
No Degree -
Northwest Bible College
Minot, NDSkills
- Sales
- Quality Control
- Systems Administration/Management
- Credit and Collections
- Marketing/Sales Collateral
- Advertising
- Customer Support/Service
- Business Development
- Interpersonal Skills
- Customer Acquisition
- Microsoft Outlook
- Microsoft Excel
- Microsoft Word
- Insurance Sales
- Claims Processing
- Record Keeping
- Automotive Sales
- Customer Retention/Renewal
- IBM Product Family
- Pharmacy
- Medical Products
- Team Player
- Sales Management
- Promotional Programs
- Billing
- Resolve Customer Issues
- Payroll Management
- Follow Through
- Communication Skills
- Tax credits and incentives
- State and local taxation
- Tax software proficiency
- Tax-related research
- Local, state, and federal tax returns
- Relationship building
- Client communication
- Verbal/written communication
- Data inputting
- Tax return preparation
- Interpersonal strengths
- Tax consulting
Accomplishments
- Worked with clients to prepare individual tax, gift tax and estate tax returns.
- Achieved numerous recommendations from highly satisfied clients.
- Grew business through word of mouth referrals and focusing on quality tax preparation.
- Achieved high customer satisfaction by obtaining positive results following individual income tax audits.
- Completed more than 110 individual tax returns during 2025s tax season.
Certification
Licensed Insurance Sales
Certified Tax Preparer
LANGUAGES
English - Intermediate
Timeline
Tax Associate
ATAX Mooresville
01.2026 - 04.2026
Licensed Insurance Sales
ALLSTATE
05.2018 - 01.2025
IBM Quality Control
Rexam
09.2010 - 05.2018
Sales/ Manager
CONTINENTAL BROADCAST
08.2001 - 01.2010
No Degree -
Northwest Bible College
HONORS & AWARDS
improve billing showing a 17% increase over the previous year
WORK AUTHORIZATION
- I am authorized to work in the following countries:
- United States