Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Shaniquekia Jones

Baton Rouge,LA

Summary

Results-driven customer service representative with over 20 years of experience in delivering exceptional client support and driving sales, particularly in life insurance. Proven expertise in tax preparation, coupled with a commitment to continuous skill enhancement. Adept at building lasting customer relationships and contributing to team success.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Tax Preparer Assistant

Epictaxes
Baton Rouge, LA
01.2023 - Current
  • Organized files in an orderly fashion both electronically and physically according to established procedures.
  • Identified potential areas of improvement in existing processes or procedures.
  • Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
  • Provided exceptional customer service, addressing client concerns and questions promptly.

Supervisory Agent

Globe Life Liberty National
Baton Rouge, LA
11.2020 - 02.2023
  • Conducted weekly meetings with team members to discuss upcoming tasks and project deadlines.
  • Identified areas for improvement, narrowing focus for decision-makers in making necessary changes.
  • Use skills and products that were instilled in me to ensure that companies and families are provided with the best coverage for them.
  • Managed various administrative tasks including billing and reporting.

Shift Lead Supervisor

Emerald Place
Baton Rouge, LA
07.2017 - 08.2019
  • Educated customers about offerings, promotions and pricing to boost sales.
  • Investigated workplace accidents and incidents thoroughly; prepared detailed reports outlining findings and corrective actions taken.
  • Positioned skilled staff in key areas throughout shift to optimize department productivity.

Education

High School Diploma -

Forest Park High School
Atlanta, GA
05-2010

Skills

  • Coaching and mentoring
  • Compliance monitoring
  • Lead prospecting
  • Goal-oriented mindset
  • Documenting information
  • Stress management
  • Clear communication
  • Legal advisory
  • Follow-up calling
  • Report creation
  • Client interviews
  • Report generation
  • Personnel recruitment
  • Recordkeeping proficiency
  • Tax reporting
  • Direct IRS filing
  • Data entry proficiency
  • Client confidentiality
  • Tax law
  • Income documentation
  • Spreadsheet management

Certification

  • Certified Tax Preparer
  • Licensed Life Insurance Agent

Timeline

Tax Preparer Assistant

Epictaxes
01.2023 - Current

Supervisory Agent

Globe Life Liberty National
11.2020 - 02.2023

Shift Lead Supervisor

Emerald Place
07.2017 - 08.2019

High School Diploma -

Forest Park High School

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