AUSLER JN BATHARD
Miami,FL
Summary
Ambitious student pursuing entrepreneurship and business administration degree eager to contribute developed knowledge in my job. Adaptable and driven with strong work ethic and motivation to thrive in team-based or individually motivated settings. Flexible hard worker ready to learn and contribute to team success.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
Secure Life Benefits
North Miami, FL
03.2015 - Current
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Assisted customers in selecting the right life insurance coverage for their needs.
- Conducted market research to identify potential new products and services.
- Provided personalized service to clients by phone, email, or in-person meetings.
- Negotiated terms of policy with clients to ensure maximum benefit for both parties.
- Created reports on sales activities, customer feedback, and other relevant data.
- Analyzed client portfolios to determine best investment opportunities.
- Maintained records of client information, including policies and payment history.
- Educated clients on various types of life insurance policies available in the market.
- Attended educational seminars and conferences to stay up-to-date on industry trends.
- Advised clients on the tax implications of their investments and purchases.
- Identified areas of improvement within the company's processes and procedures.
- Resolved customer issues in a timely manner while providing excellent customer service.
- Prepared quotes for prospective customers based on their individual needs.
- Reviewed existing contracts to make sure they are compliant with state regulations.
- Evaluated current financial situation of clients before recommending any policy changes.
- Monitored changes in regulations and legislation that affect the life insurance industry.
- Participated in team meetings to discuss strategies for increasing sales performance.
- Performed administrative tasks such as filing paperwork or updating databases.
- Collaborated with other departments such as underwriting or claims processing teams.
- Ensured compliance with all applicable laws when issuing policies or making recommendations.
- Communicated with clients to understand needs and identify best policies for each case.
- Calculated premiums and established payment methods.
- Contacted prospective customers to present information and explain available services.
- Pursued continued professional development through insurance workshops, course and webinars.
- Developed prospects from current commercial customers, referral leads or sales or trade meetings.
- Exceeded company sales goals for new policies.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
- Developed appropriate quotes based on risk information.
- Monitored clients' insurance coverages to ensure changing needs were met.
Tax Preparer
Self Employed Services
North Miami, FL
01.2015 - Current
- Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
- Compiled data from clients to accurately complete tax forms.
- Identified potential deductions to minimize clients' tax liabilities.
- Researched federal, state, and local laws to ensure compliance with regulations.
- Provided guidance on financial decisions related to taxes.
- Assisted clients in responding to IRS notices of deficiency or audit findings.
- Analyzed financial information such as income statements and balance sheets to calculate tax liability.
- Explained complex tax regulations in an easy-to-understand manner for clients' understanding.
- Maintained accurate records of all client transactions and filings.
- Conducted research on current trends in taxation law to stay up-to-date with changes.
- Advised clients on the best strategies for filing their taxes efficiently and legally.
- Evaluated financial situations of individual taxpayers and businesses to determine appropriate actions for reducing taxes owed or increasing refunds due.
- Reviewed prior year's returns for accuracy and completeness before submitting them.
- Created spreadsheets detailing income sources, deductions, credits, estimated payments.
- Ensured that all applicable deadlines were met when submitting documents.
- Assisted customers with any questions they had about their taxes or filing status.
- Filed electronically through approved software programs.
- Advised clients to comply with IRS regulations and meet state and federal tax obligations.
- Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
- Responded to state and federal tax notices by preparing written responses or tax return amendments.
- Analyzed information and assessed liabilities and deductions according to relevant tax code.
- Communicated with federal and state tax agencies to obtain best resolution for clients.
Linen Attendant
Fontainebleau, resorts
Miami Beach, FL
08.2012 - Current
- Take washed items in carts to closets, placing each group of items on different shelves
- Sort articles needing to be cleaned into lots according to types: towels, sheets, blankets, and robes
- Doing inventory of all clean linens on the closets shelves
- Kept records of clean linens to ensure the levels are maintained at all times.
Real Estate Agent
MEGAREALTY INTERNATINAL
North Miami, FL
01.2017 - 12.2019
- Advised clients on market conditions, prices, mortgages, legal requirements and related matters.
- Negotiated purchase agreements and contracts with buyers and sellers.
- Assisted in the preparation of documents such as representation contracts, purchase agreements, closing statements, deeds and leases.
- Maintained updated knowledge of local real estate markets.
- Provided guidance to clients throughout the entire buying or selling process.
- Prepared comparative market analysis to estimate properties' value.
- Ensured all transactions followed state laws regarding real estate practices.
- Analyzed potential investment opportunities based on financial reports.
- Researched current listings available in the area using multiple online resources.
- Created detailed property descriptions for use in marketing material.
- Responded promptly to client inquiries via phone or email.
- Attended industry events such as conventions and seminars.
- Showed residential properties and explained features, value and benefits of available homes.
- Oversaw and negotiated offers for real estate purchases on clients' behalf.
- Generated lists of properties compatible with buyers' needs and financial resources.
Education
Associate of Arts - Civil Engineering
Miami Dade College
Miami, FL07.2017
Associate of Science - Entrepreneurship
Miami Dade College
Miami, FLREAL ESTATE
Skills
- Managing deliveries
- Maintaining safety practices
- Processing clean linen
- Collecting loads
- Tax Return Preparation
- Documentation Filing
- Data Gathering
- Sarbanes Oxley Compliance
- Individual Returns Preparation
- Tax Advising
- Financial Statement Review
- Regulatory Compliance
- Tax Reporting
- Tax Law Compliance
- Benefits Documentation
- Research/Due Diligence
- Client Communication
- Tax Law
- Tax Consulting
- Tax Liability Management
- Tax Planning
- Deductions Understanding
- Mathematical Calculations
- Tax Law Knowledge
Languages
English
Full Professional
French
Full Professional
haitian creole
Native/ Bilingual
Spanish
Limited
Certification
- real estate agent - 2018
- tax professionnal - 2017
Timeline
Real Estate Agent
MEGAREALTY INTERNATINAL
01.2017 - 12.2019
Life Insurance Agent
Secure Life Benefits
03.2015 - Current
Tax Preparer
Self Employed Services
01.2015 - Current
Linen Attendant
Fontainebleau, resorts
08.2012 - Current
Associate of Arts - Civil Engineering
Miami Dade College
Associate of Science - Entrepreneurship
Miami Dade College
REAL ESTATE
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