Rachelle Newman

• Informed clients of potentially beneficial products and services, resulting in additional business opportunities
• Responded to state and federal tax notices by preparing written responses or tax return amendments
• Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents

Reconciled invoices, applying payments for group policies.

• Developed exceptional attendance record with special attention to punctuality and preparation to work upon arrival
• Delivered an exceptional level of service to each customer by listening to concerns and answering questions
• Proactively identified and solved complex problems impacting operations management and business direction
• Protected company reputation and built loyal client base by working relentlessly to resolve problems and improve customer satisfaction
• Prepared and filed financial statements such as balance sheets and income statements
• Processed payments for medical records for the Claims department