Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
6
6
years of professional experience
Work History
Tax Preparer
Jda Tsg
12.2023 - Current
Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients..
Increased client satisfaction by providing accurate and timely tax preparation services.
Maintained compliance by adhering to current tax laws and regulations.
Insurance Agent
ResultsCX
08.2023 - 01.2025
Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
Finalized sales and collected necessary deposits.
Quality Assurance Analyst
ResultsCX
11.2022 - 01.2023
Maintained comprehensive knowledge of relevant industry regulations and standards, ensuring compliance throughout the QA process.
Assisted with day-to-day operations, working efficiently and productively with all team members.
Worked effectively in fast-paced environments.
Proven ability to learn quickly and adapt to new situations.
Insurange Agent
DBGA
05.2019 - 06.2021
Streamlined the application process for clients, resulting in faster policy approvals and improved customer satisfaction.
Responded to customer calls swiftly to resolve issues and answer questions.
Retained up-to-date industry knowledge for accurate, well-informed customer interactions.