Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
James Meloncon Allstate
Baton Rouge, LA
10.2023 - Current
Developed and implemented sales strategies to increase market share of insurance products.
Conducted customer needs assessments to identify appropriate coverage levels and options.
Advised clients on their insurance needs and coverage options based on individual requirements.
Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
Identified opportunities for cross-selling additional policies or services to existing customers.
Tax Office Manager
Unity Tax Serivce
Baton Rouge, LA
12.2004 - Current
Developed and implemented tax office policies and procedures.
Managed a team of tax preparers to ensure compliance with deadlines.
Performed complex income tax calculations for individuals and businesses.
Provided guidance to staff in handling customer inquiries and complaints.
Prepared reports on activities within the tax office including revenue collections.
Ensured all paperwork was completed accurately and timely submitted to government agencies.
Conducted training sessions for new employees on the use of software programs used in the office.
Maintained records of client information such as social security numbers, income levels, deductions.
Licensed Insurance Agent
GEICO
Baton Rouge, LA
08.2019 - 10.2023
Advised clients on their insurance needs and coverage options based on individual requirements.
Provided assistance with billing inquiries, payment processing, and customer service issues.
Performed routine follow-up calls to assess customer satisfaction with products and services.
Initiated contact with potential clients through cold calling and networking activities.
Exceeded company sales goals for new policies.
Engaged customers and provided high level of service by carefully explaining details about documents.
Certified Nursing Assistant
Our Lady of Lake
Baton Rouge, LA
06.2012 - 12.2015
Assisted patients with activities of daily living such as bathing, grooming, and dressing.
Provided basic patient care by taking vital signs, measuring height and weight, and recording intake and output.
Reported changes in patient condition to registered nurse or physician.
Answered call lights promptly and responded to patient needs accordingly.
Contract Teaching Artist at Carter G. Woodson Elementary, Ariel Elementary Community Academy, James E. McDade Elementary Classical School, James R. Doolittle Elementary SchoolContract Teaching Artist at Carter G. Woodson Elementary, Ariel Elementary Community Academy, James E. McDade Elementary Classical School, James R. Doolittle Elementary School