Omayra Obregon
Sacramento,CA
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
24
24
years of professional experience
Work History
Insurance broker/Sales Agent
Farmers Insurance Agency
Sacramento , CA
07.2016 - Current
- Educated customers on the importance of maintaining adequate insurance coverage.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Responded to customer inquiries and problems to promote great service.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Maintained accurate records of all insurance transactions using computer software systems.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
- Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
- Skilled at working independently and collaboratively in a team environment.
- Passionate about learning and committed to continual improvement.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Demonstrated a high level of initiative and creativity while tackling difficult tasks.
- Worked effectively in fast-paced environments.
Tax Preparer
Ana Villalpando Income tax
Fontana, CA
01.2000 - 05.2015
- Maintained accurate records of all client transactions and filings.
- Assisted customers with any questions they had about their taxes or filing status.
- Compiled data from clients to accurately complete tax forms.
- Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
- Filed electronically through approved software programs.
- Advised clients on the best strategies for filing their taxes efficiently and legally.
- Identified potential deductions to minimize clients' tax liabilities.
- Finalized and processed paperwork with local, state and federal government authorities.
- Corresponded with government agencies regarding discrepancies between submitted documents and actual amounts owed and refundable.
Skills
- Customer Follow-Up
- Customer Service
- Client Relations
- Policy Renewals
- Account Management
- Leads Prospecting
- Upselling
Languages
Spanish
Professional
Timeline
Insurance broker/Sales Agent
Farmers Insurance Agency
07.2016 - Current
Tax Preparer
Ana Villalpando Income tax
01.2000 - 05.2015
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