Customer-centric professional with extensive experience in service and insurance. Expertise in addressing client needs and resolving issues through tailored solutions, enhancing satisfaction and loyalty. Passionate about fostering strong relationships while contributing to team success and organizational growth.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Member Retention Agent
AAA Texas
Coppell, Texas
05.2024 - 01.2026
Resolved member concerns with personalized solutions, enhancing retention efforts.
Strengthened customer relationships, reducing churn and boosting member satisfaction.
Engaged with customers through calls and messages to assess needs and promote relevant services.
Demonstrated strong communication, problem-solving, and negotiation skills while achieving retention goals.
Independent Life and Health Insurance Agent
The Brokerage, Inc.
05.2022 - 03.2024
Appointed with multiple carriers in resident state to provide client need-based solutions.
Established long-term client base through referrals and engagement with occupational and special-interest groups to identify prospective clients.
Assisted Affordable Care Act and Off-Exchange clients enroll in health care plans.
Verify Medicare, ACA and short-term medical client eligibility.
Explain features, advantages and disadvantages of various policies to promote the sale of insurance plans.
Attend events to recruit new business while conforming to all CMS regulations.
Created marketing strategies to differentiate services and attract clients in a competitive market.
Provided customer service support to beneficiaries as the agent of record.
Tax Accountant
Liberty Tax Service
11.2020 - 01.2022
Provided clients with the utmost professional and complete method of filing their federal income tax accurately.
Prepared individual and business tax returns using tax preparation software.
Advised clients on tax-saving strategies and compliance regulations.
Conducted thorough reviews of client documents for accuracy and completeness.
Assisted individuals in filing annual taxes in compliance with IRS regulations, ensuring accurate submissions.