Shanta Booker

• Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
• Produced minimum of tax returns weekly to boost firms' filing process.
• Developed customized strategies with clients to minimize their tax liabilities while complying with applicable laws and regulations.
• Produced work papers and lead sheets, tax projects and payment estimations.
• Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
• Helped clients integrate new tax software with accounting software.
• Enhanced client satisfaction by providing personalized tax planning and preparation services.
• Built strong professional relationships with
• Helped businesses achieve compliance with sales and use tax requirements through diligent record keeping and accurate reporting.
• Reviewed client financial documents thoroughly to ensure accuracy and completeness of data input into tax software programs.
• Assessed client tax situations to determine best filing options.
• Analyzed financial records to verify accuracy of tax returns.
• Maintained complete records of client tax returns and supporting documentation in secured areas.
• Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
• Prepared tax returns for clients in various industries according to government regulations and requirements.

• Created innovative promotional and customer development strategies resulting in new business opportunities.
• Processed referrals and promoted company services and products to increase sales .
• Managed daily production and sustained development of sales per year agency.
• Met with customer, assessed situations and put together personalized plans.
• Upsold products to policyholders and potential new clients.
• Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
• Rewrote and reinstated insurance policies, following underwriting and business rules.
• Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
• Kept records for production, inventory, income and expenses.
• Managed operations budgeting, accounts payable and accounts receivable and payroll.
• Presented and clearly explained insurance policy options based on clients' needs and goals.
• Called or emailed lapsed clients to inquire about continuing needs.
• Promoted client retention through high-quality service and follow through.
• Performed comprehensive risk assessments to devise cross-functional solutions for life insurance, annuities, health insurance, disability insurance and long-term care policies.
• Expanded the company''s client base through effective networking and relationship-building strategies.
• Enhanced customer loyalty by delivering timely and accurate policy updates and renewal information.
• Collaborated with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.
• Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
• Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
• Assisted clients with claims processing, ensuring a smooth experience during difficult times.
• Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.
• Contributed to company growth through participation in industry events, conferences, and seminars promoting our services.
• Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
• Organized regular check-ins with clients to review coverage limits and ensure adequate protection as their life circumstances changed.
• Advised small businesses on selecting employee benefit packages that balanced cost-effectiveness with comprehensive offerings.
• Worked closely with team members to share knowledge about emerging trends in the industry while fostering a collaborative work environment.
• Developed sales leads from direct referrals, networking and targeted marketing campaigns..
• Managed purchasing, sales, marketing and customer account operations efficiently.
• Monitored daily cash discrepancies, inventory shrinkage and drive-off.

• Developed sales plans, goals, strategies and objectives to achieve team goals and revenue objectives.
• Performed sales consultations and educated clients on products and services.
• Tracked monthly sales to generate reports for business development planning.
• Maintained professional network of potential clients and business opportunities.
• Created and maintained sales environment to support business objectives.
• Achieved company growth and brand development through market expansion and sales.

To assist agents and manage store. To keep sales numbers above average. This position which consisted of data entry , cash handling, cash deposits,training of agents assisting customers in applying for auto insurance policies,collections,inspections of vehicles,claim assistance,quotes etc,..to maintain the store above standards at all times.

• Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
• Developed strong relationships with clients through consistent communication and exceptional customer service.
• Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
• Generated quotes and proposals for clients to match individual needs.
• Developed sales strategies to increase sales of insurance policies.
• Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
• Effectively managed multiple accounts simultaneously, prioritizing tasks based on urgency and importance.
• Improved sales performance by staying current on industry trends, product offerings, and competitor strategies.
• Maintained high retention rates by addressing client concerns promptly and offering suitable policy adjustments as needed.
• Followed up promptly with interested clients to close sales.
• Registered customer information on database to enable tracking history and maintain accurate records.
• Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
• Attended industry conferences to stay informed of latest products and trends.
• Developed strong referral network in community to raise awareness and increase sales opportunities.
• Supported company growth initiatives by collaborating cross-functionally with other departments to enhance overall operations.
• Analyzed customer needs to provide customized insurance solutions.
• Generated leads through cold-calling, networking and other outreach methods.
• Identified and solicited sales prospects in agency databases.
• Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
• Educated clients on insurance policies and procedures.
• Conducted annual reviews of existing policies to update information.
• Negotiated contracts and terms of sale with potential customers.