Larry Cruell
Surprise,AZ
Summary
Dynamic leader and fast learner with a proven track record at Primerica and Excel, Prosper, Entouch, excelling in team management and operational efficiency. Specializes in financial solutions and client service, leveraging strong organizational skills and proficiency in Microsoft Office to drive success. Achieved significant program enrollment increases through innovative strategies.
Overview
5
5
years of professional experience
Work History
Life Insurance Agent
Primerica
Surprise, Ariz
06.2024 - Current
- Licensed life insurance agent specializing in writing life policies, providing clients with tailored financial solutions
- Currently studing for a security license to expand service offerings and enhance client trust
Tax Preparation Specialist
Mr.Cruell Tax Services
Surprise, AZ
12.2021 - Current
- Prepared and filed individual and business tax returns, ensuring compliance with all tax regulations, and maximizing client refunds.
- Fostered strong client relationships by providing exceptional customer service and financial advice.
- Efficiently managed time to meet critical deadlines during the peak tax season.
- Managed a team of 15 tax preparers.
ACP/Lifeline Program Team Manager
Excel, Prosper, Entouch
Surp, AZ
01.2020 - 08.2024
- I led my team of over 29 individuals in executing government contracts, ensuring compliance and effective service delivery.
- Developed training and onboarding programs that enhanced team performance and operational efficiency.
- Collaborated with stakeholders to improve outreach strategies, resulting in increased enrollment and program success.
Education
High School Diploma -
Independence High School
Columbus, OH06-2002
Skills
- Self-starter with a proactive approach to challenges
- Strong leadership and team management capabilities
- Excellent organizational and time-management skills
- Fast learner, adaptable to new environments, and tasks
- Outstanding customer service and communication skills
- Proficient in Microsoft Word, Excel, and PowerPoint
Timeline
Life Insurance Agent
Primerica
06.2024 - Current
Tax Preparation Specialist
Mr.Cruell Tax Services
12.2021 - Current
ACP/Lifeline Program Team Manager
Excel, Prosper, Entouch
01.2020 - 08.2024
High School Diploma -
Independence High School
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