Licensed Insurance Agent
Ttec (TeleTech) - HealthCare Solutions
2023 - Current
Lucia Marines
licensed Life Insurance Agent
Houston,TX
Timeline
Customer Service Representative
Maximus Federal Services IRS CONTRACT
06.2020 - 02.2021
Bilingual Customer Service Agent
KFORCE FEDERAL SERVICES FEMA CONTRACT
03.2020 - 06.2020
Senior Tax Analyst
HRB TECHNOLOGY LLC
Nov.2009 - Current
Bachelor of Arts -
University of Houston - Downtown
08.1991 - 05.2011
Work History
Licensed Insurance Agent
Ttec (TeleTech) - HealthCare Solutions
Houston , TX
2023 - Current
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
Senior Tax Analyst
HRB TECHNOLOGY LLC
Houston, OH
Nov.2009 - Current
- Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.
- Maintained database of federal and state tax laws and regulations to promote uniform policy and procedural compliance.
- Prepared and reviewed over 400 federal and state tax returns in person, and remote to comply with corporate submission requirements.
Customer Service Representative
Maximus Federal Services IRS CONTRACT
Remote, TX
06.2020 - 02.2021
- Enhanced customer satisfaction by addressing and resolving complex issues in a timely manner.
- Served as a subject matter expert on bilingual support within the team, providing guidance and assistance when needed.
- Conducted thorough research to resolve disputes and identify areas for improvement, leading to enhanced customer experience.
Bilingual Customer Service Agent
KFORCE FEDERAL SERVICES FEMA CONTRACT
Remote, TX
03.2020 - 06.2020
- Enhanced customer satisfaction by addressing and resolving complex issues in a timely manner.
- Investigated and resolved customer inquiries and complaints quickly.
- Served as a subject matter expert on bilingual support within the team, providing guidance and assistance when needed.
Overview
15
15
years of professional experience
20
20
years of post-secondary education
Education
Bachelor of Arts -
University of Houston - Downtown
137 Completed Hours Towards A Degree 08.1991 - 05.2011
Skills
- Life Insurance
- Client Retention
- Client Service
- Customer Service and Assistance
- IRS Regulations
- Tax Documentation
- Tax Compliance
Work Preference
Work Type
Full TimeWork Location
RemoteHybridSimilar Profiles
Alicia BrewtonAlicia Brewton
Health Insurance Agent at Ttec (TeleTech) - HealthCare SolutionsHealth Insurance Agent at Ttec (TeleTech) - HealthCare Solutions
Angel BrownAngel Brown
Customer Service Representative at Ttec (TeleTech) - HealthCare SolutionsCustomer Service Representative at Ttec (TeleTech) - HealthCare Solutions
James MingleJames Mingle
Webtech Website Support -UHC at Ttec (TeleTech) - HealthCare SolutionsWebtech Website Support -UHC at Ttec (TeleTech) - HealthCare Solutions
Shakeyda LawrenceShakeyda Lawrence
Healthcare Customer Service Representative at Ttec (TeleTech) - HealthCare SolutionsHealthcare Customer Service Representative at Ttec (TeleTech) - HealthCare Solutions
Angelica MyersAngelica Myers
Customer Service Representative at ASC HoustonCustomer Service Representative at ASC Houston