Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Perfect Simpson-Haynes

Moultrie,GA

Summary

Organized Chief Executive Officer offering 12-year career in sales and customer service. Committed to quickly and thoroughly answering customer questions. Experienced in training new employees on processes and procedures. Top-notch sales manager with proven track record of success leading and growing organizations. Strong background in strategic planning, financial management and team development. Skilled in identifying opportunities and implementing practical business strategies with commitment to staying informed about latest trends, technologies and best practices.

Overview

19
19
years of professional experience

Work History

Senior Accountant

Reliable Tax Plus LLC
11.2017 - Current
  • Implements marketing events and manages social media marketing
  • Informs and advise contractors and employees of high level policies and strategies to meet margins and seasonal expectations
  • Prepares complex individual, sole proprietor, partnership, and corporate returns and extensions to meet quotas and deadlines
  • Provides payroll, bookkeeping and financial statements for businesses with less than 500 employees
  • Contributed to hiring, training and development of accounting teams.

Call Center Operator

Arise Platform
02.2018 - Current
  • Assisted customers by answering questions and responding to inquiries.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Responded to customer requests for products, services, and company information.
  • Recommended products to customers, thoroughly explaining details.
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
  • Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
  • Evaluated performance against goals and implemented appropriate development plans.
  • Identified, hired and trained highly-qualified staff by teaching best practices, procedures, and sales strategies.
  • Verified and submitted timekeeping information for accurate and efficient payroll processing.
  • Resolved payroll discrepancies quickly and successfully.

Managing Agent

Acceptance Insurance
04.2014 - 01.2019
  • Customer service duties including outbound and inbound sales, email follow ups
  • Identified customer needs, answered inquiries, submitted proper documentation to close quality sales
  • Maintain client records and operated as a human resource liason.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
  • Utilized CRM software to manage client relationships.
  • Educated clients on insurance policies and procedures.
  • Collected premiums on or before effective date of coverage.
  • Finalized sales and collected necessary deposits.
  • Generated leads through cold-calling, networking and other outreach methods.

Senior Tax Preparer

Liberty Tax Service
01.2012 - 04.2017
  • Prepares and files income tax returns for the public while maintaining regulatory compliance
  • Create and revise business tax preparation.

Assistant Manager

SHOE SHOW INC
04.2007 - 10.2013
  • Customer service including solving customer complaints
  • Supervise the sales staff and makes sure the sales quotas are met
  • Create product displays, write sales report and create sale associate schedule.

Paraprofessional Educator

Colquitt County Board of Education
08.2006 - 05.2012
  • Provided support to help students with special needs learn and grow.
  • Provided support during classes, group lessons, and classroom activities.
  • Supported student learning objectives through personalized and small group assistance.
  • Oversaw students in classroom and common areas to monitor, enforce rules, and support lead teacher.
  • Maintained inclusive learning environment to enable students to gain maximum benefit from lessons.

Project Manager

E & A Properties And Development
04.2005 - 12.2007
  • Planned, designed, and scheduled phases for large projects.
  • Monitored project performance to identify areas of improvement and make adjustments.
  • Coordinated with cross-functional teams to resolve project issues and mitigate risks.
  • Achieved project deadlines by coordinating with contractors to manage performance.
  • Prepared and submitted project invoices for review and approval.

Education

Masters - Legal Studies

Grand Canyon University
Arizona City, AZ

Bachelors - Science in Criminal Justice

Ashworth College
Norcross, GA

AS - Criminal Justice

Ashworth College
Norcross, GA

Certificate in Substance Abuse Counseling -

Ashworth College
Norcross, GA

Certificate - Human Resources

Ashworth College
Norcross, GA
01.2005

Skills

  • Account Reconciliation
  • Classroom Experience
  • General Ledger Accounting
  • Bank Reconciliation
  • Event Marketing
  • Microsoft Dynamics GP
  • Financial Report Writing
  • General Ledger Reconciliation
  • Financial Statement Preparation
  • Accounts Receivable
  • Accounts Payable
  • Bookkeeping
  • Inside Sales
  • Tax Experience
  • Classroom Management
  • Payroll
  • Financial Analysis
  • Office Management
  • Event Planning
  • Profit & Loss
  • Salesforce
  • Incident response
  • QuickBooks
  • LIHTC
  • Wills, trusts, & estate law
  • GAAP
  • Sage
  • Certifications and Licenses
  • Insurance Producer License
  • Credit Restoration Certification
  • Professional In Human Resources
  • Property & Casualty License
  • Fair Housing Property Manager Certification
  • Customer Communications
  • Problem-Solving Skills
  • Customer Needs Assessment
  • CRM Navigation
  • Product Knowledge
  • Positive Attitude
  • Stress Management
  • Call Handling
  • Adaptability
  • Analytical Thinking
  • Attention to Detail
  • Performance Monitoring
  • Multitasking
  • Decision Making
  • Conflict Resolution
  • Payment Processing
  • Customer Relationship Management
  • Complaint Resolution
  • Account Updating
  • Sales Expertise
  • Call Center Customer Service
  • Appointment Scheduling
  • Interpersonal Skills
  • Account Management
  • Resolving Issues
  • Answering Questions

Additional Information

  • Willing to relocate: Authorized to work in the US for any employer

Timeline

Call Center Operator

Arise Platform
02.2018 - Current

Senior Accountant

Reliable Tax Plus LLC
11.2017 - Current

Managing Agent

Acceptance Insurance
04.2014 - 01.2019

Senior Tax Preparer

Liberty Tax Service
01.2012 - 04.2017

Assistant Manager

SHOE SHOW INC
04.2007 - 10.2013

Paraprofessional Educator

Colquitt County Board of Education
08.2006 - 05.2012

Project Manager

E & A Properties And Development
04.2005 - 12.2007

Masters - Legal Studies

Grand Canyon University

Bachelors - Science in Criminal Justice

Ashworth College

AS - Criminal Justice

Ashworth College

Certificate in Substance Abuse Counseling -

Ashworth College

Certificate - Human Resources

Ashworth College

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Perfect Simpson-Haynes