Sara lalande

Guest Relations, checking in an out hotel guests. Completing daily tasks. Managing phone calls

• Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
• Analyzed financial records to verify accuracy of tax returns.
• Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
• Increased client satisfaction by providing accurate and timely tax preparation services.
• Assessed client tax situations to determine best filing options.
• Completed and filed returns with tax departments at local, state, and federal levels.

• Informed clients of policies and procedures.
• Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
• De-escalated and resolved customer complaints with punctual, polite and professional service.
• Consistently met compliance requirements for the agency by promptly completing mandatory continuing education courses and staying current on industry regulations.
• Assisted clients in navigating the claims process, ensuring timely resolution of issues and optimal outcomes.
• Developed referral program that significantly expanded client base.

• Built strong relationships with clients through consistent communication and excellent customer service.
• Responded to customer calls swiftly to resolve issues and answer questions.
• Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
• Maintained high standards of customer service by building relationships with clients.

• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Established new client relationships by conducting thorough needs assessments during initial consultations.