Matthew Paustian
Tiffin
Summary
Insurance Agent with Country Financial, excelling in client assessment and policy writing. Skilled in managing client accounts and enhancing customer relations. I effectively utilize data analysis to improve closing ratios. Experienced in tax preparation and audits, ensuring compliance and accuracy in financial reporting. Knowing what a successful team atmosphere looks like.
Overview
6
6
years of professional experience
Work History
Insurance Agent
Country Financial
08.2022 - Current
- Daily appointments with clients and prospects to ensure all financial and insurance needs
- Create and utilize excel sheets on daily basis to track closing ratios and areas to improve on in the business
High School Basketball Coach
Wilton Jr-Sr High School
10.2023 - Current
- Acted as positive role model for team participants and in community
- Communicating effectively with coaches and players
Seasonal Tax Preparer/Audit Intern
Bergan KDV
01.2020 - 05.2022
- Prepared personal and business tax returns
- Prepared Audit Work/did physical audits
- Worked with supervisors through all parts of filing for state/federal taxes
Education
Bachelor of Science - Accounting
University of Iowa
Iowa City, IA05-2022
Associate of Science - Business Administration
Kirkwood Community College
Cedar Rapids, IA05-2020
Skills
- Client Assessment
- Effective Communicator
- Decisiveness
- Client Relations
Timeline
High School Basketball Coach
Wilton Jr-Sr High School
10.2023 - Current
Insurance Agent
Country Financial
08.2022 - Current
Seasonal Tax Preparer/Audit Intern
Bergan KDV
01.2020 - 05.2022
Bachelor of Science - Accounting
University of Iowa
Associate of Science - Business Administration
Kirkwood Community College