Texas-licensed All Lines Insurance Adjuster with over 5 years of experience in account analysis and conflict resolution. Proven track record in managing federal-level documentation while delivering accurate and efficient service. Committed to enhancing customer satisfaction through effective communication and problem-solving skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Tax Examiner Technician
Internal Revenue Service (Federal Government)
02.2021 - Current
Executed account analysis to identify discrepancies and implement financial adjustments.
Resolved high-level taxpayer disputes through effective claims analysis and settlement strategies.
Conducted comprehensive financial adjustments to ensure accuracy in taxpayer accounts.
Examine accounts with IDRS, AMS, and IAT tools to discover and resolve financial discrepancies.
Train over 20 new hires in CSCO Collections on IMF and BMF files and system processes.
Assess account data to execute liens, coordinate installment agreements, and advise on enforcement strategies.
Organize detailed records and regulate inventory with attention to document routing.
Ensured timely processing of returns through efficient workload management and attention to detail, and communicated with taxpayers in writing and by telephone
Customer Service Representative
UPS Call Center
10.2020 - 02.2021
Rectified account discrepancies while managing financial and shipping documentation.
Streamlined organization of customer records and ensured timely updates of I-9 documents.
Managed escalated account concerns with a commitment to customer satisfaction.
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Customer Service Representative
Maximus Call Center
12.2018 - 12.2020
Guided applicants through unemployment claims and financial account modifications.
Coordinated in-office appointments while delivering comprehensive explanations of benefit eligibility and financial obligations.
Supervised sensitive case files, guaranteeing compliance with company and legal standards.
Education
Diploma -
Southeast High School
Business Management
Metropolitan Community College
Kansas City, MO
05-2027
Skills
Licensed All Lines Adjuster (Texas)
Federal tax analysis Financial account management
Strategic decision-making
Call center management
Proficient in IDRS and AMS Expertise in IAT Skills in Microsoft Office Suite
Team management
Detail-oriented multitasking
Communication and relationship building
Negotiation expertise
Strategic planning
Leadership Skills
Brand Awareness Development
Certification
Texas Department of Insurance
All Lines Adjuster License (Issued: 2025)
Awards
Time-off award in lieu of monetary performance award (IRS)