Jennifer Boyd
Greenville,MS
Summary
Accomplished Hybrid Claims Adjuster Trainee and Remote Tax Preparer with a proven track record at Progressive and Intuit. Expert in claims investigation and risk assessment, coupled with advanced communication skills, ensured top-notch client satisfaction and minimized financial risks. Demonstrated ability to handle complex tax situations, enhancing compliance and client trust.
Overview
7
7
years of professional experience
Work History
Hybrid Claims Adjuster Trainee
Progressive
03.2022 - Current
- Negotiated favorable settlements with claimants, attorneys, and other insurance carriers to minimize financial risk for the company.
- Examined claims forms and other records to determine insurance coverage.
- Verified insurance claims and determined fair amount for settlement.
- Maintained compliance with state regulatory requirements through meticulous documentation and adherence to company policies.
Remote Tax Preparer
Intuit
06.2017 - 01.2022
- 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.
- Assessed client tax situations to determine best filing options.
- 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.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Maintained compliance by adhering to current tax laws and regulations.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
- Facilitated communication between clients and IRS or state tax agencies, resolving discrepancies and ensuring accurate filings.
Education
University of Mississippi
University, MS06.2016
Associate Of Business Administration - Business Administration And Management
Mississippi Valley State University
Itta Bena, MS05.2005
Skills
- Claims Investigation
- Highly motivated
- Claims Processing
- Advanced oral and written communication skills
- Risk Assessment
- Insurance policy coverage knowledge
- Casualty and property loss
- Sales background
- Report Writing
- Technical knowledge
Timeline
Hybrid Claims Adjuster Trainee
Progressive
03.2022 - Current
Remote Tax Preparer
Intuit
06.2017 - 01.2022
University of Mississippi
Associate Of Business Administration - Business Administration And Management
Mississippi Valley State University