John Caleb Shirey
Erie
Summary
Tax Professional with seven years of experience with handling tax claims and completing government guidelines. Skilled at handling databases, writing protocols, and cooperative teamwork. Currently working at Erie Insurance, incorporating being Above All in Service while handling Insureds’ issues, requests, and tasks the Erie Way.
Overview
8
8
years of professional experience
Work History
Customer Advocate I, Customer Care Operations
Erie Insurance
09.2024 - Current
- Handling multiple systems including PMS, STG, and Majesco in handling financial information and completing tasks.
- Taken thousands of calls handling interactions with Agents, Underwriters, Insureds, and different employees across Erie Insurance.
- Placed attention to detail with Erie’s standards and metrics that Erie Insurance requires of their employees.
Senior Tax Preparer
Compliance Solutions, Inc.
08.2017 - 08.2024
- Handled tax claims on behalf of clients with government entities, including the FCC and U.S. Department of Treasury.
- Coordinated the schedule and government deadlines of the Department with coworkers.
- Wrote and edited protocols and procedures of the Department.
- Created relationships with local jurisdictions to build a stronger network for clients.
- Filed and sent out local and state taxes from all 50 US states.
Education
BS - Accounting
Liberty University
05.2017
Skills
- Proficiency in Excel and Microsoft Office
- Representation of Clients Writing Reports and Protocols
- Data entry skills
- Customer services
- Strong analytical mind
- Deadline oriented
Timeline
Customer Advocate I, Customer Care Operations
Erie Insurance
09.2024 - Current
Senior Tax Preparer
Compliance Solutions, Inc.
08.2017 - 08.2024
BS - Accounting
Liberty University