Nicole Watson
H & R Block Tax Services
Muncie,IN
1
Certification
30
years of professional experience
Detail-oriented Clerical professional with expertise in legal documentation and insurance account management. Skilled in handling policy renewals and addressing client inquiries, ensuring high satisfaction. Experienced in risk assessment and claims processing, with a strong focus on accuracy and effective problem-solving.
Work History
Insurance Account Manager
1 Year 7 Months- Developed and maintained strong relationships with clients to ensure satisfaction and retention.
- Collaborated with underwriters to evaluate client needs and propose tailored insurance solutions.
- Assisted in managing insurance policies, ensuring compliance with industry regulations and internal standards.
- Conducted regular policy reviews to identify coverage gaps and recommend appropriate adjustments.
- Provided timely responses to client inquiries, enhancing service efficiency and client trust.
Experienced Tax Preparer
29 Years 9 Months- Prepared and reviewed individual and business tax returns for accuracy and compliance with IRS regulations.
- Guided clients through the tax preparation process, addressing inquiries to ensure understanding of tax obligations.
- Implemented efficient filing systems to streamline document management and improve client interactions.
- Monitored changes in tax laws to provide clients with up-to-date information and optimize their returns.
Foster Care Clerical
14 Years 2 Months- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Worked well in a team setting, providing support and guidance.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
Education
Associate of Applied Science - Business Management
Skills
Policy administration
Client needs assessment
Quote development
Claims management
Risk assessment
Policy compliance
Customer service
Problem-solving
Multitasking
Excellent communication
Certification
- Licensed Insurance Resident Producer
- Notary
Timeline
Insurance Account Manager
Acrisure Insurance Company
03.2025 - CurrentRead More
Foster Care Clerical
Department of Child Services
01.2011 - 03.2025Read More
Experienced Tax Preparer
H & R Block Tax Services
01.1997 - CurrentRead More
Indiana Business College
Associate of Applied Science from Business Management
Read More