Natassja McGee
Grand Prairie
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Proactive and versatile professional with a dedication to quickly adapting to new challenges. Strong problem-solving abilities and a proven track record of fostering strong relationships with clients and team members. Focused on supporting team success and achieving positive results.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Tax Preparer
J & R Tax Service
Irving
12.2023 - Current
- Prepared and filed accurate federal, state, and local tax returns for individuals, partnerships, corporations, and trusts
- Reviewed financial documents such as income statements, balance sheets, and expense reports to ensure compliance with tax laws
- Researched and interpreted complex tax regulations to provide clients with up-to-date information on deductions, credits, and exemptions
- Maintained confidentiality of client information in accordance with professional ethics standards
- Provided exceptional customer service by promptly responding to client inquiries via phone calls or emails throughout the year
- Increased efficiency by implementing new software tools that automated repetitive tasks in the tax preparation process
- Managed a high volume of client accounts simultaneously while ensuring accuracy and attention to detail
- Researched and resolved complex tax issues by consulting relevant IRS publications, guidelines, and case law precedents
Licensed Insurance Agent
ResultsCX
Paris
08.2024 - 12.2024
- Analyzed insurance policies and coverage options to ensure clients had appropriate levels of protection
- Provided personalized insurance solutions to clients based on their individual needs and risk profiles
- Collaborated with underwriters to negotiate favorable terms for clients' insurance policies
- Stayed up-to-date with industry trends, regulations, and product offerings through continuous professional development activities
- Utilized CRM software to track leads, manage client information, and follow up on sales opportunities
- Achieved monthly sales targets consistently by effectively cross-selling additional insurance products to existing clients
CSR - Customer Service Representative
McKesson
Irving
01.2022 - 05.2024
- My role here at McKesson as a contracted employee is to navigate through Patient portals to offer assistance performing status updates of applications through a financial assistance program
- My role is making inbound and outbound calls to medical doctor's offices for missing information and build cases through incoming faxes daily, I handle 30- 35 clients and 10- 15 faxes, where I manually enter all data into sales force that needs to be recorded for clients cases
- My duty as a Customer Representative is very vital to many of the clients lives, so I handle every call and fax very carefully and with urgency
Customer Service Representative
Navient
01.2020 - 05.2022
- As a work from home customer service representative through Indiana department work force development
- Clients made incoming calls needing assistance with more information in regards to their unemployment payments, issues delaying payments, any new updated information and and updates with resets
- As a representative call following demands were professionally taken care of on a daily basis including some over time with the demanding calls that have not yet been resolved
- Provided assistance to clients
- Answered phone and assisted clients with changes
- Maintained up-to-date knowledge of customer accounts
- Confirmed payments, refunds, etc
- Provided excellent technical support
- Resolved payment and order disputes
Assistant Store Manager
Finishline
07.2018 - 11.2020
- Starting off as a regular Sales Associate and within a year leading up to becoming a Assistant Store Manager at retail/shoe store, Finish Line this job title demanded lots of physical on hand work while also having to maintain 8 associates weekly as well as manage a store
- Keeping up with all work statistics involving sales being made throughout the day, each associates percentage of sales that meet there goal as well as the store goal
- Handling paperwork from the morning to the end of the night, making bank deposits, keeping up with cash draws and sale transactions, any direct shipments being broke down properly, so inventory is up to date and also keeping the back stockroom in order when new shipments arrive
- Schedules are made three days before new schedules are posted for following week and also interviews are made for new associates, while still all maintaining task in sales and customer satisfaction as the assistant store manager
Education
High school diploma -
Nimitz High School
Irving, TX06.2017
Business Education
Mountain View College
Dallas, TXSkills
- Phone Etiquette
- Communication skills
- Customer support
- Payroll
- Tax preparation
- Office experience
- Management
- Documentation review
- Windows
- Data Entry
- Shipping & Receiving
- Microsoft Office
- Microsoft Excel
- Attention to detail
- Problem solving
- Data inputting
Certification
Life & Health Insurance License, 07/01/24, 07/01/26
Personal Information
- Willing To Relocate: Anywhere
- Authorized To Work: US for any employer
- Work from home experience
Timeline
Licensed Insurance Agent
ResultsCX
08.2024 - 12.2024
Tax Preparer
J & R Tax Service
12.2023 - Current
CSR - Customer Service Representative
McKesson
01.2022 - 05.2024
Customer Service Representative
Navient
01.2020 - 05.2022
Assistant Store Manager
Finishline
07.2018 - 11.2020
High school diploma -
Nimitz High School
Business Education
Mountain View College