Mary Dolores Herrera
Irving,TX
Summary
Experienced with client needs analysis and insurance policy customization. Utilizes risk management strategies to offer optimal coverage solutions. Knowledge of industry regulations and maintaining high standards of customer service.
Overview
31
31
years of professional experience
Work History
Insurance Agent
Texas Taxes & Insurance Agency
11.2012 - Current
- Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
- Documented customer interactions and transactions for accurate, up-to-date records.
- Utilized company software to track customer interactions efficiently, ensuring proper documentation of all transactions.
- Set up customer payment plans to cover annual policies and renewals.
- Managed approximately 15 - 20 incoming calls, and emails per day from customers,
- Tax Season managed approximately 30-50 incoming calls, and emails per day from customers.
Manager
Texas Taxes & Insurance Agency
11.2012 - Current
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
Professional Tax Preparer
Texas Taxes & Insurance Agency
11.1993 - Current
- Utilized tax software to prepare returns and meet deadlines.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Offered clients recommendations to reduce tax liabilities.
- Maintained compliance by adhering to current tax laws and regulations.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Handled complex multi-state tax filings for individuals and businesses to achieve maximum savings on state taxes.
- Managed approximately 30 - 40 incoming calls, and emails per day from customers.
Education
Skills
- Customer service
- Quotes and sales
- Manage renewals
- Update records
- Communication Skills
- Team building
- Multitasking
Languages
Spanish
Professional Working
Timeline
Insurance Agent
Texas Taxes & Insurance Agency
11.2012 - Current
Manager
Texas Taxes & Insurance Agency
11.2012 - Current
Professional Tax Preparer
Texas Taxes & Insurance Agency
11.1993 - Current
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