Shanta Booker

• Processed forms and payments for customers.
• Evaluated clients, matching them with best-suited tax professional for individual needs.
• Performed detailed reviews of financial statements.
• Referred tax professionals according to client needs.
• Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
• Produced US and state income, gift tax and estate tax returns for individuals.
• Paid and collected sales tax and prepared collected W-9 information.
• Calculated and coordinated company tax payments and tax document preparation
• Produced minimum of tax returns weekly to boost firms' filing process.
• 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.

• 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.
• Responded to inquiries and explained product features and service advantages to potential customers.
• 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.
• Offered policy guidance and management to promote asset protection.
• Kept records for production, inventory, income and expenses.
• Interviewed, trained and supervised employees.
• Managed operations budgeting, accounts payable and accounts receivable and payroll.
• Trained and motivate agents to grow year-over-year (YOY) insurance sales from existing and new customers.
• 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.
• Researched coverage and premium options and supplied clients with best coverage available for individual needs.
• Made appointments with potential clients to discuss products.
• Performed comprehensive risk assessments to devise cross-functional solutions for life insurance, annuities, health insurance, disability insurance and long-term care policies.

This was an position of a insurance broker in which we represented multiple companies,ambetter,united health,humana,progressive,aflac etc... we sold products such as life,health,home,auto,commercial. one of the top performing agents in the state of mississippi.

• 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.