Laurentina Lucio

• Provide instruction left by classroom teacher and provide assistance to students as needed.
• Volunteer with Teachers with after school activities

like Vita Tax preparation.

• Repeatedly requested as substitute teacher by teachers based on excellent past referrals and trusted performance.

• Prepared tax returns for clients in federal, and state levels.
• Developed client relationship that made them return year after year.
• .Offered clients recommendations to reduce tax liabilities.
• Provided information about available products and services to clients, resulting in increased business opportunities.

• Answered incoming phone calls to provide quotes to prospective customers and support current policyholders.
• Assessed customer needs and recommended suitable insurance policies.
• Set up customer payment plans to cover annual policies and renewals.
• Provided customers with renewal reminders by mail and phone calls.