Years of professional administrative experience
Judy Walters
Professional Customer Service Representative
Richland,MO
Summary
Motivated, customer-focused, and determined to provide the best experience through professionalism, patience, and a "people-first" attitude. Passionate about promoting lasting customer satisfaction by delivering quality service and unparalleled support. Proficient in customer service best practices and related options.
Overview
20
20
8
8
Years exceptional customer service experience
12
12
Years of professional administrative experience
Work History
Tax Associate and Full Service Preparer
Intuit, Turbo Tax, JDA/TSG
01.2021 - Current
- Provided exceptional client service by addressing inquiries promptly and effectively resolving concerns.
- Reviewed and analyzed client data and accurately prepared income tax returns.
- Collaborated with approximately 20 clients per day by phone or chat to answer questions and provide advice on tax matters.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Prepared accurate tax returns for individuals maximizing deductions and credits.
- Utilized tax software to prepare returns and meet deadlines.
- Secured and properly handled confidential data to protect against unauthorized access, improper transmission, and unapproved disclosure.
- Maintained compliance by adhering to current tax laws and regulations.
- Conducted thorough research on federal and state tax regulations, providing valuable insights to clients and team members.
- Offered clients recommendations to reduce tax liabilities.
- Prepared US and multistate tax returns for clients.
- Contributed to overall team success by consistently meeting or exceeding performance metrics for quality, productivity, and client satisfaction.
- Participated in continuing education courses to maintain professional knowledge and certifications as Tax Associate.
- Paid attention to detail while completing assignments.
- Skilled at working independently and collaboratively in team environment.
- Proved successful working within tight deadlines and fast-paced environment.
- Worked flexible hours across night, weekend, and holiday shifts.
- Developed and maintained courteous and effective working relationships.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Demonstrated respect, friendliness and willingness to help wherever needed.
ACA Health Insurance Agent, Open Enrollment
American Health Marketplace
10.2023 - 12.2023
- Monitored changes in health insurance laws and regulations to verify continuous compliance.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
- Provided comprehensive customer service to drive client satisfaction.
- Analyzed customer needs to provide customized insurance solutions.
- Handled sensitive personal information discreetly while adhering to strict privacy regulations at all times.
- Finalized sales and collected necessary deposits.
- Educated clients about health insurance coverage options, benefits and costs.
- Responded to customer inquiries regarding health insurance coverage and policies to assist with informed decision-making.
- Used HealthSherpa to process benefit transactions for 12-15 clients per day.
Administrative Assistant
Gemini Tech Services
10.2017 - 08.2023
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Provided professional services and support in dynamic work environment for 3 project managers.
- Managed filing system, entered data and completed other clerical tasks.
Administrative Assistant
KCI Construction
04.2008 - 04.2017
- Promoted positive work environment through effective communication skills and fostering professional relationships among colleagues.
- Managed filing system, entered data and completed other clerical tasks.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Continually sought methods for improving daily operations, communications with clients, recordkeeping, and data entry for increased efficiency.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Organized and detail-oriented with strong work ethic.
- Excellent communication skills, both verbal and written.
- Self-motivated, with strong sense of personal responsibility.
Education
MO Life, Health And Accident Insurance License - Insurance
Xcel Solutions
Remote, Online10.2023
Professional Tax Identification Number - Tax Preparation
Income Tax Preparation Course
Lebanon, MO10.2012
Bachelor of Science - Elementary Education and English
Southwest Baptist Univ
Bolivar05.1988
Skills
- Provide excellent customer service internally and externally
- Able to work independently and with team
- Able to communicate and collaborate with team members
- 8 years experience with strong customer service and problem-solving skills
- 5 years experience handling difficult client situations with patience and understanding
- 8 years experience first call resolution with clients/customers
- Passion for service through empathy and excellent communication skills
- Entrepreneurial dedication to assignments
- Detail oriented, highly organized and able to multi-task
- Self-driven and proactive
- High level computer literacy and ability to learn new software and processes quickly
- 10 years experience in call center environment
- Proficient in Slack, Salesforce, Zoom, MS Teams, Google docs/sheets, MS Office
- Reliable, secure office and equipment
- Exceptional time management skills
- Working knowledge with telephony, chat, email, video-facing customer interactions
- Skilled level of proficiency with computers and current technology
- Tax Return Filing
Timeline
ACA Health Insurance Agent, Open Enrollment
American Health Marketplace
10.2023 - 12.2023
Tax Associate and Full Service Preparer
Intuit, Turbo Tax, JDA/TSG
01.2021 - Current
Administrative Assistant
Gemini Tech Services
10.2017 - 08.2023
Administrative Assistant
KCI Construction
04.2008 - 04.2017
MO Life, Health And Accident Insurance License - Insurance
Xcel Solutions
Professional Tax Identification Number - Tax Preparation
Income Tax Preparation Course
Bachelor of Science - Elementary Education and English
Southwest Baptist Univ
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