Dedicated health insurance specialist with expertise in managing sensitive information and verifying coverage. Proven ability to handle inquiries, schedule appointments, and maintain accurate records in fast-paced settings. Focused on enhancing patient support and streamlining office operations.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Health Insurance Agent
Jacoby Enterprises
Lockhart, FL
12.2024 - 04.2026
Educated clients on health insurance options and coverage plans, facilitating informed decision-making.
Guided clients through completion of insurance applications and enrollment forms, enhancing accuracy and efficiency.
Coordinated with underwriters for timely application approvals, streamlining the process for clients.
Responded to customer inquiries via phone, email, and chat, delivering prompt and effective support.
Calculated premiums and established payment methods, processing customer payments and issuing receipts accurately.
Tax Preparer
Intuit
Apopka, Florida
01.2025 - 02.2026
Prepared tax returns for clients in both English and Spanish.
Educated clients on tax credits and deductions applicable to their situations.
Developed and maintained professional relationships with clients to encourage repeat business and referrals.
Professional Tax Preparer
ACL Business & Tax Consulting
Texas City, Texas
02.2022 - 10.2024
Prepared individual and business tax returns, ensuring compliance with regulations through industry-standard softwareReviewed financial records to identify necessary tax forms
.Reviewed financial records, including income statements and expenditure documentation, to accurately determine necessary forms for tax return preparation
Collaborated with other departments to ensure all required paperwork was received prior to filing deadlines.
Maintained comprehensive record-keeping for all tax files and documentation to support future audits and reference
Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
Education
Associate of Applied Science - Accounting And Finance
Seminole State College of Florida
Sanford, FL
04-2026
Skills
Policy administration
HIPAA compliance
Licensing requirements
Billing procedures
Billing inquiries
Insurance customer support
Customer service
Bilingual communication
Microsoft office 365
Strong multitasking
Languages
Spanish
Professional
Certification
Health Insurance license
PTIN
Work Preference
Job Search Status
Open to work
Work Type
Full Time
Location Preference
RemoteOn-SiteHybrid
Salary Range
$35000/yr - $44000/yr
Timeline
Tax Preparer
Intuit
01.2025 - 02.2026
Health Insurance Agent
Jacoby Enterprises
12.2024 - 04.2026
Professional Tax Preparer
ACL Business & Tax Consulting
02.2022 - 10.2024
Associate of Applied Science - Accounting And Finance