Personable professional with exemplary customer service skills. Knowledgeable in tackling issues and concerns with poise. Looking to take a dedicated career as a Customer Service Executive to the next level.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Customer Service
AAA Club Alliance
01.2017
Provide Members with all necessary instructions to ensure a complete understanding of the services that will be rendered, including an accurate Estimated Time of Arrival
Suggest opportunities that will enhance a Member's experience; promote related programs as required by the Member’s individual situation.
Professional Tax Consultant
Self Employed Services
01.1999 - Current
Obtain client’s information in order to estimate tax payments and returns
researches tax issues, recommends strategies to minimize and address tax liability, prepares and files tax returns, and meets with the IRS to represent clients during audits. To advise clients on tax-planning strategies, tax advisors must remain informed on tax law changes.
Meeting with clients and discussing their financial details and taxable income
Identifying potential deductions a client may be entitled to
Preparing clients' tax returns and offering the lowest obligation possible for the client
Assisting with complex tax considerations, such as rental properties and capital gains
Minimizing tax liability in retirement or planning ahead for events
Advising on major life events and their tax implications, such as inheritance, marriage or divorce and the birth of children
Making suggestions to clients to improve their tax filing or simplify the process, such as making estimated payments throughout the year
Streamlined tax preparation process for increased efficiency and accuracy.
Reduced client tax liabilities by identifying applicable deductions and credits.
Customer Service
Baltimore Medical Systems
01.2012 - 01.2015
Greets patients immediately upon arrival in a professional, friendly manner
Communicates effectively with patients
Provides exemplary customer service
Handles incoming and outgoing calls with the public and staff in a courteous and helpful manner
Makes appropriate effort to ensure that callers do not hold for excessive amounts of time
Records and distributes messages in a complete and timely manner
Schedules patients for office appointments using an electronic scheduling system based on physician and patient needs
Places appointment reminder calls, Crisp Calls, and No-Show calls
Reschedules appointments as necessary.
Office Clerk
Johns Hopkins Hospital
01.2004 - 01.2012
Responsible for front desk functions for impatient medicine unit which entailed faxing, printing, scanning, and answering telephone.
play a key role in the clerical and administrative functions of an organization. Office clerks are responsible for updating company records, scheduling meetings, and managing document security. They may answer phones, perform administrative functions, and interact with customers directly.
Labels and sorts document files
Performs inventory checks
Operates and performs basic maintenance of office machines
Sorts and responds to emails
Maintains paper and electronic records
Maintains professional appearance and behavior
Meticulously proofreads company data
Increased office efficiency by maintaining accurate filing systems and streamlining administrative processes.
Enhanced communication within the office by organizing regular meetings, distributing agendas, and capturing meeting minutes.
Education
Business Studies -
Coppin State University
Baltimore, MD
01.1990
High School Diploma -
Western Senior High School
Baltimore, MD
01.1986
Skills
Microsoft Office
Various hospital specific computer service programs
Customer Service
Roadside Customer Service
Window Customer Service
Customer Service Management
Customer service skills
Exceptional customer service
Customer Service-Oriented
Built a loyal customer base through outstanding service, knowledge, and personalized recommendations
Certification
Federal and State Income Tax
References
Available upon request.
Timeline
Customer Service
AAA Club Alliance
01.2017
Customer Service
Baltimore Medical Systems
01.2012 - 01.2015
Office Clerk
Johns Hopkins Hospital
01.2004 - 01.2012
Professional Tax Consultant
Self Employed Services
01.1999 - Current
Business Studies -
Coppin State University
High School Diploma -
Western Senior High School
Federal and State Income Tax
Similar Profiles
Ahsan NadeemAhsan Nadeem
Digital QA Support Specialist at AAA Club AllianceDigital QA Support Specialist at AAA Club Alliance