Summary
Overview
Work History
Education
Skills
Timeline
Generic

REBECCA ISSA

ALEXANDRIA,LA

Summary

Dedicated and detail-oriented/ with experience in tax preparation, bookkeeping, and office management. Proficient in Microsoft Excel and Word, with strong skills in data entry, bank reconciliation, and insurance verification. Demonstrated leadership abilities and excellent communication skills, with a proven track record of managing client relationships and supporting sales efforts. Experienced in general ledger accounting, CPT coding, and customer relationship management. Proficiency with time management and teamwork, and a solid foundation in accounting principles. Known for delivering exceptional customer service and maintaining the confidentiality of sensitive information. Professional tax advisor with deep expertise in tax code, compliance, and regulations. Proven ability to collaborate with teams and adapt to changing needs while delivering accurate and timely results. Strong analytical skills, attention to detail, and effective communication ensure reliability and success in high-pressure environments. Highly skilled in preparing and reviewing tax returns, financial statements, and providing strategic tax planning advice.

Overview

10
10
years of professional experience

Work History

Tax Preparer

Liberty Tax Service
02.2014 - 06.2024
  • Conduct client interviews to procure financial details requisite for the preparation of tax returns
  • Offer tax-related matters and requisites and addressing any queries or ambiguities clients may present
  • Employ tax preparation software or documentation to precisely input client financial data and finalize income tax returns
  • Field incoming client calls, delivering polished and courteous support
  • Respond to inquiries concerning tax preparation services, appointment arrangements, and general tax-related inquiries
  • Uphold the integrity of sensitive client information, ensuring the confidentiality and privacy of personal and financial data
  • Manage client concerns or grievances with efficiency and expediency, endeavoring to reach satisfactory resolutions promptly

Customer Service Representative

Empyrean Benefit Solutions
08.2023 - 12.2023
  • Adhere to company protocols and guidelines while managing customer interactions, ensuring adherence to privacy regulations and data protection laws
  • Attend to customer inquiries and effectively resolve issues through various communication channels such as phone, email, chat, or face-to-face interactions
  • Sympathize with customer grievances, actively listen to their concerns, and endeavor to reach mutually satisfactory solutions
  • Conduct follow-ups with customers to confirm resolution of issues and collect feedback on their overall experience

Customer Service Representative

Teletech UnitedHealth Care
10.2017 - 01.2018
  • Collaborating with internal teams, including claims processing, billing, and enrollment, to resolve customer issues and facilitate seamless service delivery
  • Providing empathetic and personalized support to members, demonstrating active listening skills and a genuine commitment to addressing their needs
  • Participating in ongoing training and development programs to stay updated on UnitedHealth Care products, services, and industry trends, ensuring readiness to address customer inquiries effectively
  • Meeting or exceeding performance metrics and service level agreements (SLAs), including call quality, average handling time, and customer satisfaction scores
  • Contributing to a positive team environment by actively participating in team meetings, sharing best practices, and offering support to colleagues as needed

Seasonal Sales Support

Macy's
11.2016 - 01.2017
  • Handle cash, credit card transactions, and other forms of payment securely and accurately, following proper procedures to prevent errors and discrepancies
  • Stay informed about product features, specifications, pricing, and promotions to effectively communicate with customers and drive sales
  • Monitor inventory levels, restock merchandise, and coordinate with store management to ensure adequate stock levels to meet customer demand
  • Adapt to changing schedules, tasks, and priorities as needed to support the demands of the seasonal sales period and contribute to the overall success of the sales team
  • Provide assistance and guidance to customers in-store or online, helping them find products, answer questions, and make informed purchasing decisions

Customer Service Representative

Maxim Healthcare Staffing - Sugar Land
05.2014 - 08.2014
  • Provide customer support to Medicaid beneficiaries and healthcare providers regarding prior authorization requests, eligibility verification, and general inquiries
  • Advocate on behalf of Medicaid beneficiaries to ensure timely approval of medically necessary services through the prior authorization process, advocating for appropriate care and treatment options
  • Serve as a liaison between United Healthcare and healthcare providers, offering support and guidance on prior authorization requirements, documentation guidelines, and claims processing procedures
  • Develop and deliver training programs for customer service representatives and other staff members on Medicaid policies, prior authorization processes, and customer service best practices

Education

Vocational Diploma - Medical Billing And Coding

Fortis Institute
Houston, TX
07-2013

B.S. - Office Administration/Computer Science Concentration

University of Tennessee at Knoxville
Knoxville, TN
12.1981

Skills

  • Tax Experience
  • Bookkeeping
  • Office Management
  • Microsoft Excel
  • Data Entry
  • Microsoft Word
  • Bank Reconciliation
  • Insurance Verification
  • Leadership
  • Accounting
  • CPT Coding
  • General Ledger Accounting
  • Communication skills
  • Time management
  • Customer relationship management
  • Sales Support
  • Team work
  • Customer service
  • Organization skills
  • Document Preparation
  • Local, state, and federal tax returns
  • Relationship Building
  • Tax Return Preparation

Timeline

Customer Service Representative

Empyrean Benefit Solutions
08.2023 - 12.2023

Customer Service Representative

Teletech UnitedHealth Care
10.2017 - 01.2018

Seasonal Sales Support

Macy's
11.2016 - 01.2017

Customer Service Representative

Maxim Healthcare Staffing - Sugar Land
05.2014 - 08.2014

Tax Preparer

Liberty Tax Service
02.2014 - 06.2024

B.S. - Office Administration/Computer Science Concentration

University of Tennessee at Knoxville

Vocational Diploma - Medical Billing And Coding

Fortis Institute
REBECCA ISSA