Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
Additional Information
Hobbies and Interests
2 yr finalist for Texas Business Hall of Fame
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Jennifer Brown

Houston,AL

Summary

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Customer Success Tax Expert

Intuit
03.2025 - Current
  • Provide virtual tax consultations and technical support, leveraging AI-powered chat tools and automation to deliver efficient and accurate solutions.
  • Resolve complex client issues related to IRS policies, tax filings, and compliance, ensuring a seamless experience.
  • Guided clients through tax preparation processes, offering expert advice on deductions, credits, and filing requirements.
  • Utilize AI bots and automated systems to streamline workflows, increase response efficiency, and improve client satisfaction.
  • Deliver outstanding customer service by building rapport and maintaining a professional demeanor during virtual interactions.
  • Collaborate with internal teams to escalate and address technical challenges, enhancing customer outcomes.
  • Remain well-informed on federal and state tax laws, regulations, and industry developments to deliver accurate and up-to-date guidance. Achieve performance metrics by maintaining high resolution rates, client satisfaction scores, and adherence to compliance standards.
  • Educate clients on Intuit’s tools and features, empowering them to optimize their tax processes.

Insurance Sales Advisor

Liberty Mutual
08.2023 - Current
  • Maintain regular contact with prospective and existing customers to communicate pricing changes, service updates, and credit account requirements.
  • Monitor market competition to analyze pricing and services, ensuring informed strategy development.
  • Build and nurture relationships to deliver exceptional customer service and satisfaction.
  • Conduct needs analysis and recommend tailored insurance products and solutions to meet individual customer requirements.
  • Manage policy renewals and assist clients with adjustments to their coverage plans for optimal satisfaction.
  • Utilized CRM tools to track client interactions, manage leads, and monitor sales pipeline progress effectively.
  • Support the claims process by providing clients with efficient guidance through procedures and resolving issues.
  • Achieved and exceeded individual and team sales goals while ensuring compliance with company policies and industry regulations.

Community Success Lead

Walmart Health
09.2023 - 04.2024
  • Directed and oversaw the development of a comprehensive community engagement platform, generating viable leads through events and outreach with community organizations, agents, and brokers.
  • Partnered with Walmart Health staff and community organizations to introduce potential patients and community members to Walmart Health by participating in health fairs and live or virtual community events.
  • Coordinated and guided tours of Walmart Health facilities, ensuring staff established a strong presence within the community and became trusted service providers.
  • Cultivated and maintained strong relationships with senior care facilities and other community groups to encourage referrals of potential customers to primary care services.
  • Reviewed, evaluated, and qualified leads from centralized marketing campaigns and local social networks to drive participation in wellness day events and grand openings.
  • Interacted with new customers to ensure their complete satisfaction throughout the onboarding process at Walmart Health. Analyzed revenue-generating activities and results to forecast sales performance accurately, implementing strategic adjustments to maximize outcomes.
  • Organized and led business meetings with prospective clients, focusing on customer satisfaction and driving financial growth.
  • Served as the primary point of contact for other departments on project-related matters, monitoring progress to meet stakeholder requirements.

Territory/Referral Development Manager

Inogen
02.2016 - 05.2022
  • Built and maintained strong relationships with key institutional stakeholders and healthcare professionals (HCPs) to drive support, sustain sales momentum, and deliver personalized solutions for individuals with chronic respiratory conditions.
  • Secured new oxygen patient referrals, consistently achieving and exceeding sales goals by maintaining a focused commitment to surpassing monthly sales call targets.
  • Recognized as a key contributor to the successful launch of an innovative respiratory medical device, leading to a promotion as a liaison for product development and design within a pilot team.
  • Consistently surpassed sales quotas by averaging 61 monthly sales compared to a target of 25, ranking within the top 5% of performers nationwide.
  • Developed and executed a comprehensive territory sales strategy, blending tactical and strategic approaches to deliver exceptional results.
  • Fostered and strengthened client relationships to enhance respiratory product sales while ensuring high levels of customer satisfaction.
  • Collaborated with local media outlets to expand marketing campaign impact, working closely with SOO and field sales teams to identify new business opportunities.
  • Achieved significant sales growth by implementing effective strategies and leveraging advanced CRM tools such as Velocify, Salesforce, Oracle, and other specialized software.
  • Managed account portfolios by maintaining accurate CRM documentation of territory dynamics, customer orders, and sales progress, consistently providing actionable insights to the management team.

Education

Master of Science - Project Management

Sam Houston State University
Huntsville, TX
08-2025

Bachelor of Arts - Mass Communication & Advertising

Texas Southern University
Houston, TX
01.2011

Skills

  • Public engagement strategies
  • Client engagement strategies
  • Proficient in various tools
  • Team collaboration
  • Effective solution development
  • Customer loyalty development
  • Digital marketing proficiency
  • Understanding of machine learning concepts
  • Organizational strategy formulation
  • Collaborative team management
  • Online marketing expertise
  • Financial forecasting
  • Health data management
  • Campaign automation expertise
  • Market analysis

Affiliations

  • FBISD Bond Oversight Committee
  • Public Relations Society of America (PRSA)
  • Health Occupations Students of America

Certification

  • Six Sigma Certification (Expected Completion: December 2025)
  • Health Informatics Certification (Expected Completion: December 2025)
  • Artificial Intelligence in Healthcare Certification (Expected Completion: December 2025)
  • Enrolled Agent (EA) Tax Advisor
  • Authorized IRS E-File Provider
  • Registered Tax Return Preparer (RTRP)

Timeline

Customer Success Tax Expert

Intuit
03.2025 - Current

Community Success Lead

Walmart Health
09.2023 - 04.2024

Insurance Sales Advisor

Liberty Mutual
08.2023 - Current

Territory/Referral Development Manager

Inogen
02.2016 - 05.2022

Bachelor of Arts - Mass Communication & Advertising

Texas Southern University

Master of Science - Project Management

Sam Houston State University

Additional Information

  • Technical Proficiencies:
  • Operating Systems: Windows, Mac OS
  • Software and Tools: Microsoft Office Suite, Microsoft Project Manager, Monday Project Management
  • CRM Platforms: Salesforce, HubSpot, Veeva
  • SaaS Applications: Vital Eyez, RPM, Epic, Slack
  • AI Tools: Chat GPT, Copilot, Gemini
  • Data Analysis

Hobbies and Interests

Videography, Business Development, Film Writing, Photography

2 yr finalist for Texas Business Hall of Fame

Awarded by TBHF

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