Summary
Overview
Work History
Education
Skills
Timeline
Generic

Moreblessing Hlahla

Grand Blanc

Summary

Detail-oriented individual with 15 years of experience. Strong command of conflict resolution and negotiation combined with excellent reporting and research skills. Thorough understanding of claims process and insurance industry. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

19
19
years of professional experience

Work History

Insurance Agent

State Farm
04.2008 - Current
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Maintained high standards of customer service by building relationships with clients.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
  • Obtained underwriting approval by completing application for coverage.
  • Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
  • Utilized CRM software to manage client relationships.
  • Identified potential risks in client businesses and recommended appropriate insurance coverage.
  • Investigated and processed claims swiftly to keep customers satisfied.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Created detailed reports for management to track performance and sales.
  • Developed and implemented marketing strategies to boost sales and increase customer base.

Financial and Tax Advisor

Oakland Financial Services
01.2005 - 03.2008
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Offered clients recommendations to reduce tax liabilities.
  • Identified potential audit red flags to minimize risk of IRS audits.
  • Developed tax plans and projections to help clients meet objectives.
  • Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
  • Facilitated integration of modern tax software with client accounting software.
  • Analyzed financial records to verify accuracy of tax returns.

Education

Associate of Applied Science - Business Administration

Oakland Community College
Bloomfield Hills, MI

BBA - Accounting And Finance

Walsh College of Accountancy And Business Administration
Troy, MI

Skills

  • Asset Protection Expertise
  • Negotiation
  • Business Planning
  • Grievance Resolution
  • Liability Denials
  • HIPAA Guidelines

Timeline

Insurance Agent

State Farm
04.2008 - Current

Financial and Tax Advisor

Oakland Financial Services
01.2005 - 03.2008

Associate of Applied Science - Business Administration

Oakland Community College

BBA - Accounting And Finance

Walsh College of Accountancy And Business Administration

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