Laura Maldonado
Houston,TX
Summary
Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.
Overview
16
16
years of professional experience
Work History
Customer Service Representative
Southern Group Insurance
08.2021 - Current
- Responsible for ensuring highest quality and accuracy of document processing
- Heavy communication with customer to advise on insurance needs
- Processing auto and home insurance changes
- Monthly goal meets with new business write up for insurance
- Customer services, phone calls, appointments
- Property & Casualty License and a Life Insurance License
Customer Service Representative
Liberty Tax & Loan
11.2020 - 08.2021
- Review Customer Requirements
- Responsible for ensuring highest quality and accuracy of document processing
- Heavy communication with customer to advise documents status
- Provide accurate documentation
- Maintain monthly billing
- Income tax services, forms 1040, 1040X, 941, 940, 1099
- Loan write ups and collect payments on accounts
- Office supervisor double checking all income taxes that were done in the office
- Customer services, phone calls, appointments.
Executive Assistant to a Certified Public Accountant
Servicios Ponce
10.2008 - 05.2020
- Payroll, income tax services, accounting services, DBA registration, customer service
- Assist customers with IRS responses letters
- Record keeping for small and large business including sales tax reports, quarterly and yearly employee reports, W-2 and 1099 reports for businesses
- Lead the Human resources department for the business by hiring and training personal
- Worked with over 30 different companies from restaurants, auto shops, and contractors
- Developed training material for new associates
- Delivered tax presentations to small business
- Extensive legal knowledge of accounting regulations
- Filed forms 1040, 1040X, 941, 940, 1099 using various programs like Drake, Drake Account, Quick &Easy, Excel.
Education
Associate of Arts -
Houston Community College
Houston, TXSkills
Customer Service
- Data Entry
- Document Processing
- Filing
- Money handling and Payment Processing
- Microsoft Excel, Word, Spreadsheets
- Scheduling, Account updating
- Team Development
- Administrative Support
- Problem-solving abilities
Timeline
Customer Service Representative
Southern Group Insurance
08.2021 - Current
Customer Service Representative
Liberty Tax & Loan
11.2020 - 08.2021
Executive Assistant to a Certified Public Accountant
Servicios Ponce
10.2008 - 05.2020
Associate of Arts -
Houston Community College
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