Rose Warriner
Walnut Shade,MO
Summary
Results-driven insurance agent with extensive experience in health, auto, homeowners, renters, and rental property insurance. Demonstrates strong analytical skills to tailor policies to customer needs while ensuring compliance with industry regulations. Possesses in-depth knowledge of Medicare insurance products and a commitment to staying updated on relevant laws and guidelines. Excellent communication and listening skills, combined with proficiency in technology, enhance the ability to deliver exceptional service and support to clients.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
TTEC
Springfield, MO
08.2018 - Current
- Licensed professional in auto, property, and health insurance to ensure compliance and client service.
- Guided members through insurance policy options, including auto, homeowners, renters, and valuable personal property coverage.
- Achieved high customer satisfaction by accurately quoting and issuing insurance policies. Enhanced policy review processes and effectively addressed billing questions. Resolved customer complaints, contributing to improved client retention.
- Managed auto and property insurance portfolios for half of the year. Oversaw health insurance initiatives during the other half of the year. Collaborated with teams to enhance customer service and policy understanding.
- Facilitated successful onboarding of new agents through comprehensive training on Medicare. Resolved agent inquiries effectively, contributing to improved operational efficiency. Enhanced team dynamics by promoting knowledge sharing and support.
- Utilized expertise in various programs such as Conversant, Citrix, IDComm, Knowledge Central, Empower, and Kronos to enhance operational efficiency.
Registered Tax Return Preparer
Jackson Hewitt Tax Services
Muskogee, OK
- Supervisors: Mitch Long or Charity Williams
- Skills
- Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, and procedures.
- Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
- Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
- Prepare and assist in preparing simple to complex tax returns for individuals or small businesses.
- Review financial records such as income statements and documentation of expenditures in order to determine forms needed to prepare tax returns.
- Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
- Calculate form preparation fees according to return complexity and processing time required.
- Consult tax law handbooks and bulletins in order to determine procedures for preparation of atypical returns.
- Furnish taxpayers with sufficient information and advice in order to ensure correct tax form completion.
Server
Golden Corral Restaurant
Branson, MO
- Supervisor: Tracie Gustafson, Mike McDaniel's
- Skills
- Ability to multi-task
- Work flexible hours
- Excellent communication and people skills
- Motivated
- Provide excellent customer experiences
- Ability to make quick decisions and solve problems
Secretary/Clerk
Cedar Ridge Baptist Church
Galena, MO
01.2011 - 10.2014
- Supervisor: Pastor Mike Keeter
- Skills
- Provide support to pastor and church member
- Incoming and outgoing calls
- Record keeping
- Computer skills
- Good people skills
- Caring attitude
- Positive attitude
- Work with integrity
Education
Master's degree - Accounting
University of Phoenix-Online Campus
Walnut Shade, MO08-2013
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Jackson Hewitt Tax School
01-2013
Bachelors of Science - Accounting
University of Phoenix
01-2011
Associates of Arts - Accounting
University of Phoenix
01-2011
Skills
- Communication skills
- Sales
- Insurance sales
- Customer service
Certification
- Property & Casualty License
- July 2020 to September 2027
- License # 8484108.
- NPN 19254678.
- Licensed in 48 States.
- Life & Health Insurance License
- August 2019 to September 2027
- I have worked in the Medicare field since obtaining my license in 2019. I have worked for 6 months in auto and property and 6 months in Health selling Medicare products.
- License # 8484108 Missouri.
Timeline
Licensed Insurance Agent
TTEC
08.2018 - Current
Secretary/Clerk
Cedar Ridge Baptist Church
01.2011 - 10.2014
Registered Tax Return Preparer
Jackson Hewitt Tax Services
Server
Golden Corral Restaurant
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Jackson Hewitt Tax School
Bachelors of Science - Accounting
University of Phoenix
Associates of Arts - Accounting
University of Phoenix
Master's degree - Accounting
University of Phoenix-Online Campus
Additional Information
- Authorized to work in the US for any employer
- 25 years' experience in public relations
- 15 years' experience in leadership role
- 7 year experience in training new employees
- 5 years' experience in managerial roll
- 3 years' experience in in team management, upper management conductive to middle management, middle management conductive to employee.