Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
23
23
years of professional experience
Work History
Tax Compliance Agent I
NYS
Hauppauge, NY
09.2015 - Current
Resolved caller issues quickly and thoroughly.
Handled and promptly resolved customer complaints to maintain professional relationships.
Informed clients of policies and procedures.
Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
De-escalated and resolved customer complaints with punctual, polite and professional service.
Organizing seizures
Enforce collection of delinquent taxes
Manage large case loads
Senior No Fault Litigation Examiner
GEICO
Woodbury, NY
02.2001 - 09.2015
Participated in ongoing professional development opportunities to stay current on industry changes and maintain expertise in the field.
Mentored junior examiners on best practices for conducting thorough evaluations while adhering to established guidelines.
Provided clear explanations of decisions made during examinations, enhancing transparency between applicants and organization.
Contributed positively to organizational reputation by consistently demonstrating professionalism, integrity, and expertise in the role of Examiner.
Handled Arbitrations
Liability Claims Adjuster
GEICO
Woodbury, NY
01.2006 - 02.2008
Maintained detailed records for each claim, ensuring accuracy and completeness for future reference and audit purposes.
Established rapport with policyholders through clear communication, empathy, and professionalism during difficult circumstances.
Trained new adjusters on company policies and procedures, contributing to a well-prepared team of professionals.
Reduced claims processing time by implementing efficient workflow strategies and prioritizing tasks.
Investigated claims for possible fraud
Conferred regularly with legal counsel
Conducted telephone interviews with all involved parties
<ul>
<li>Evaluated information and implemented corrective actions to enhance efficiency across operations.</li>
<li>Ensured compliance with laws and regulations governing contact center activities.</li>
<li>Interpreted tax law to resolve issues affecting IRS operations.</li>
<li>Applied tax code to clarify taxpayer obligations and rights.</li>
<li>Secured sensitive personal information to guarantee data protection.</li>
<li>Resolved taxpayer disputes using sound judgment and effective strategies.</li>
<li>Maintained accurate documentation of all customer interactions in CRM database.</li>
<li>Answered high volumes of calls daily, utilizing call management systems effectively.</li>
<li>Collaborated with team members to improve customer service processes.</li>
<li>Participated in team meetings to discuss strategies for improving customer experience.</li>
<li>Processed orders for customers using an automated system.</li>
</ul> at Internal Revenue Service<ul>
<li>Evaluated information and implemented corrective actions to enhance efficiency across operations.</li>
<li>Ensured compliance with laws and regulations governing contact center activities.</li>
<li>Interpreted tax law to resolve issues affecting IRS operations.</li>
<li>Applied tax code to clarify taxpayer obligations and rights.</li>
<li>Secured sensitive personal information to guarantee data protection.</li>
<li>Resolved taxpayer disputes using sound judgment and effective strategies.</li>
<li>Maintained accurate documentation of all customer interactions in CRM database.</li>
<li>Answered high volumes of calls daily, utilizing call management systems effectively.</li>
<li>Collaborated with team members to improve customer service processes.</li>
<li>Participated in team meetings to discuss strategies for improving customer experience.</li>
<li>Processed orders for customers using an automated system.</li>
</ul> at Internal Revenue Service
Tax Consultant & Compliance Specialist at PricewaterhouseCoopers International LimitedTax Consultant & Compliance Specialist at PricewaterhouseCoopers International Limited