Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jennifer Sale

Saratoga Springs,UT

Summary

Customer-oriented professional with 20 years of experience in the financial industry, skilled in customer service, technical support, and training. Proven ability to resolve issues efficiently, foster client relationships, and drive success in dynamic environments. Adept at learning new technologies and adapting to product changes while delivering exceptional results.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Agency Owner

Monte Rosa Insurance Agency
02.2005 - Current
  • Provided personalized support to clients by clarifying insurance policy details, achieving a 98% customer satisfaction rate.
  • Resolved technical and policy-related issues effectively, maintaining a 4.8-star client feedback rating.
  • Onboarded new agents, ensuring smooth adoption of insurance tools and platforms.
  • Oversaw system integrations and supported cloud based platforms, addressing connectivity and technical issues.
  • Conducted training sessions to educate agents on product features and benefits.
  • Patience in managing difficult clients, agents, and advisors.

Tax Associate

TurboTax
03.2025 - 04.2025
  • Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
  • Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
  • Developed strong relationships with clients through consistent communication regarding their unique needs and goals related to taxation matters.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Streamlined tax preparation processes for increased efficiency and accuracy in filing returns.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Secured and properly handled confidential data to protect against unauthorized access, improper transmission, and unapproved disclosure.
  • Contributed to overall team success by consistently meeting or exceeding performance metrics for quality, productivity, and client satisfaction.
  • Leveraged specialized software tools to optimize data organization and analysis throughout the entire taxation process.
  • Analyzed financial documents to accurately reflect client information on tax returns.

Senior Account Executive

Gen1 Financial Advisors
04.2022 - 01.2025
  • Delivered exceptional customer service by managing client interactions, resolving inquiries, and ensuring customer satisfaction.
  • Analyzed customer data to design tailored solutions, resulting in a 20% increase in client retention.
  • Trained advisors and agents on new technologies, new products and features, leading to a 30% improvement in performance.
  • Utilized CRM tools to log service requests and manage client information, ensuring data accuracy and streamlined operations.

Education

Bachelor of Arts - Organizational Management

University of La Verne
La Verne, California
06.2004

Skills

  • Issue Resolution and Follow-Up
  • Multi-Tasking and Prioritization
  • Detail-Oriented
  • Skilled in Microsoft Office Suite
  • Flexible and Adaptable to Product Changes
  • Independent Thinker
  • Quick Problem Resolution
  • Strategic Follow-Up Skills
  • Strategic Follow-Up Skills
  • Flexibility to Learn New Technologies

Certification

  • Life & Health Insurance License, 06/01/05 - 09/01/27
  • Intuit Tax Preparation Training 10/27/2024
  • Intuit Academy Tax Exam Level 1 Certificate 10/24/2024
  • FINRA Series 6 & 63 Licensed, 07/01/05 - 07/01/11

Timeline

Tax Associate

TurboTax
03.2025 - 04.2025

Senior Account Executive

Gen1 Financial Advisors
04.2022 - 01.2025

Agency Owner

Monte Rosa Insurance Agency
02.2005 - Current

Bachelor of Arts - Organizational Management

University of La Verne

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