OMAR PARDO

• Provided ongoing support to both patients and families throughout their healthcare journey, addressing concerns or challenges as they arose.
• Conducted regular assessments of patient needs and coordinated services accordingly with relevant healthcare professionals.
• Served as a liaison between patients, families, and healthcare providers to ensure seamless transitions across different levels of care.
• Organized health fairs and community events to raise awareness on various health topics and available services.
• Promoted preventive healthcare measures, leading to decreased instances of chronic conditions among patients.
• Enhanced patient satisfaction by implementing personalized health education programs and resources.
• Facilitated partnerships with local organizations to expand service offerings and improve community access to healthcare resources.

• Troubleshot customer devices and diagnosed malfunctions.
• Resolved customer account and billing problems.
• Performed updates, installed new components and set up programs.
• Mitigated obstacles efficiently to improve overall customer satisfaction ratings.
• Set up appointments for additional support.
• Executed business plans and developed user-assistance documentation and product training for call center use.
• Made targeted product and service recommendations based on customer needs.
• Optimized operational productivity while collaborating with senior leadership to share and implement process improvements.

• Developed key customer relationships to increase sales.
• Answered product questions with up-to-date knowledge of sales and promotions.
• Placed orders and answered customer questions in-person, through email and over phone to maximize customer service.
• Presented products and services to prospective and existing customers to meet client needs.
• Developed customized sales techniques to successfully sell and upsell services to new and existing clients.
• Fostered relationships with customers to expand customer base and retain business.
• Greeted customers to determine wants or needs.
• Cleaned shelves, counters and tables to maintain organized store.
• Stocked shelves and supplies and organized displays to focus customer attention on specific items.

• Built strong relationships with clients through consistent communication and excellent customer service.
• Responded to customer calls swiftly to resolve issues and answer questions.
• Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
• Maintained high standards of customer service by building relationships with clients.
• Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.

• Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
• Discussed tax projections and related estimated payments with clients.
• Reconciled client books for accurate reporting with post adjusting journal entries.
• Reviewed tax returns to make recommendations regarding accuracy and tax savings opportunities.
• Responded to tax authorities and IRS notifications to discuss tax matters.
• Accurately filed federal and state income taxes for large organization following strict deadlines.
• Reviewed tax lots and identified potential loss strategies.

Responsibilities.

• Keep up-to-date with the largest programs. Monitor calls and enter in CFRs.
• Make sure to keep in touch with workforce to make sure percentages for the day and month are at goal. Cover lost hours and manage sure agents work hours required.
• Call center based and sales driven. Making sure agents had the help to deal with closing important sales.