Meranda Jackson
Princeton
Summary
Results-driven insurance agent and tax preparer skilled in client relations and compliance adherence. Proven ability to resolve client inquiries and process applications effectively, contributing to enhanced customer satisfaction and operational efficiency.
Overview
1
1
Certification
5
5
years of professional experience
Work History
Insurance Agent
TranzAct
Richardson
08.2026 - Current
- Assisted clients in understanding insurance policy options and coverage details.
- Processed new client applications using TranzAct's management system efficiently.
- Provided support in resolving client inquiries regarding claims and billing issues.
Mobile Notary
Beymich notary and consulting
Frisco
03.2021 - Current
- Verified identities and signatures to ensure compliance with legal requirements.
- Prepared and reviewed legal documents for accuracy before notarization.
- Conducted notarization of documents for clients at various locations.
Contractor
Maids of McKinney
McKinney
02.2026 - 06.2026
- Cleaned residential properties to ensure high standards of cleanliness and organization.
- Prepared cleaning supplies and equipment for efficient service delivery.
- Followed safety protocols to maintain a safe working environment.
Income Tax Preparer
Progressive Tax Group
Dallas
12.2025 - 06.2026
- Prepared individual income tax returns using tax software and client information.
- Reviewed financial documents for accuracy and compliance with tax regulations.
- Assisted clients in understanding tax obligations and filing requirements.
Education
Some College (No Degree) - Accounting And Finance
Southern New Hampshire University
Manchester, NHSkills
- Insurance underwriting
- Insurance processing
- Policy analysis
- Compliance adherence
- Health insurance
- Client relations
- Effective communication
- Problem resolution
- Attention to detail
Certification
- Licensed Notary Public – TX Secretary of State (Issued: 2021)
- Life, Accident, and Health Insurance License – TX Department of Insurance (Active)
Timeline
Insurance Agent
TranzAct
08.2026 - Current
Contractor
Maids of McKinney
02.2026 - 06.2026
Income Tax Preparer
Progressive Tax Group
12.2025 - 06.2026
Mobile Notary
Beymich notary and consulting
03.2021 - Current
Some College (No Degree) - Accounting And Finance
Southern New Hampshire University