Sharice Jean-Bart
Lakeland,FL
Summary
Entrepreneur-minded Leader bringing enthusiasm and fundamental business strategy to relationships and endeavors. Training and Development Specialist who adds value to organizations by contributing to growth driving profitability as a trusted advisor, coach, and strategic business partner. Exhibits professionalism and patience in conflict resolution and mediation. Experienced project management professional with strong focus on team collaboration and achieving results. Skilled in strategic planning, risk management, and stakeholder communication. Known for reliability and adaptability in dynamic environments. Prepared to drive impactful outcomes and lead projects to success.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Business Tax Consultant / Preparer
INTUIT/ TURBO TAX
12.2023 - Current
- Skilled business tax preparer specializing in corporate and partnership tax returns, with a proven track record of ensuring compliance and maximizing client savings
- Delivered accurate and efficient preparation of over 200 business tax returns, including 1120 (corporate) and 1065 (partnership) forms, for a diverse client base
- Provided expert guidance on tax strategies and compliance, ensuring adherence to federal and state regulations
- Analyzed complex financial data to identify opportunities for tax savings and minimize liabilities for clients
- Collaborated with a team to meet strict deadlines during peak tax season, maintaining a 100% client satisfaction rate
- Resolved client inquiries regarding tax issues, leveraging advanced tax software and strong interpersonal communication skills
- Facilitated smooth communication between clients and taxing authorities during inquiries or disputes, achieving favorable outcomes.
Financial Literacy Coach/ Consultant
BOETIEK FINANCIAL
01.2002 - Current
- Company Overview: Entrepreneurial financial planner and consultant with over two decades of experience helping clients achieve financial stability through tailored tax, budgeting, and business solutions
- Website: www.boetiekfinancial.com
- Founded and managed a financial planning firm serving over 200 clients since 2002, specializing in tax preparation, start-up consulting, and budget optimization
- Increased client cash flow by an average of 15% through customized financial strategies and targeted budget counseling
- Streamlined tax preparation processes, reducing client turnaround times by 20% while ensuring full compliance with federal and state regulations
- Achieved a 90% client retention rate through exceptional service and strong referral-based growth strategies
- Entrepreneurial financial planner and consultant with over two decades of experience helping clients achieve financial stability through tailored tax, budgeting, and business solutions
- Website: www.boetiekfinancial.com
Senior Complaints Coordinator
CAPITAL ONE
01.2022 - 10.2024
- Liable for mitigating regulatory and corporate complaints with customers who are victims of fraud and disputes while tracking/identifying fraud and dispute trends and implementing process improvements
- Promote client retention by upholding and defending the customer's fraud and dispute investigations ensuring client advocation
- Empowered to reverse the initial decision of a simple investigation and accept losses on behalf of Capital One based on an independent investigation
- Research identity theft, lost/stolen credit cards & disputes claims, and professional counterfeiting claims to ensure the appropriate business decision has been made to resolve complaints
- Follow guidelines and procedures that aid in offering the highest level of fraud protection
- Selected out of a large pool of applicants from 1 of 286 slots to participate in Capital One's Leadership Development Program
Work at Home Senior Customer Support Coordinator
CAPITAL ONE
07.2019 - 10.2024
- Primarily responsible for providing customers with information about Fraud and Dispute concerns
- Assist callers with existing claims promptly
- Answer inbound calls from customers and service providers in a call center environment
- Resolves customer inquiries and issues while adhering to all Capital One policies and procedures
- Achieved quarterly ROAR recipient within first 3 months with the company and Exceptional ranking after the first year
- Top 10 agents in the department in 2019
- Some positions include cross-selling additional products and services such as rewards redemptions and product upgrades
- Data entry of customer and account information and transactions Fraud and Dispute products and services
Agent Allies
CAPITAL ONE
06.2020 - 01.2021
- Responsible for maintaining and monitoring the progression of agents after the training process is completed
- While working with teams that have areas of opportunity in metric deficiencies
- I provided support to W@H and Transaction Trouble as a coach and mentor for all agents
- This improved metric stats for agents by 35% overall
- Work with upper-level management to identify areas that are below company standards and provide a clear improvement plan
- Develop plans that can be implemented promptly for guaranteed and sustainable results
Underwriting Supervisor
GEICO
01.2018 - 07.2019
- Provides supervision for a group of underwriters who review, analyze, and inspect insurance risk
- Being an Underwriting Supervisor, I analyze various rate plans utilizing a company's claims history to determine the appropriate rate plan and benefits costs
- Provide feedback to agents on the team for improvement of metric results
- Improved team results by over 56% upon taking over a new Underwriting Team
- Improved the agent's results by over 85% and successfully promoted all of them
- Achieved a 5 rating (top) in 1 year as an underwriting supervisor
- Developed and implemented a reference and resource guide that helped all agents in this department with policies and procedures
- Interviewed prospective agents to work in the Underwriting Department
- Supervised groups of 13 or more agents in metric proficiency, schedule adherence, productivity, and quality
- Performed Side-by-side coaching weekly to monitor results
- Documented agents' performance daily
- Performed annual reviews and PIPs as needed
- Trained new agents on Underwriting procedures
- Work closely with department heads during planning to create plans that are implemented to improve department productivity and advancement
- Established clear objectives for all lessons/projects and communicated with students, achieving a total understanding of the grading rubric and overall class expectations
- Graduated the class with 97% proficiency and maintained a 0% turnover rate for 6 months after training was completed
Licensed Insurance Agent/Coach and Peer Mentor
GEICO
10.2012 - 01.2018
- As an Insurance Sales Agent, I identify risk management strategies, handle policy renewals, and track claims
- Qualified for several quarterly sales bonuses by exceeding sales targets by 100%
- After 6 months, I was promoted to a peer mentor position
- Role mission to provide customers with top-quality service by meeting their needs and expectations as well as to increase brand loyalty by communicating the philosophy and the culture of the Brand
- Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage allowing sales to improve by over 75% selling over 1500 policies a year
Education
Bachelor of Arts - Business Administration and Supervision
Polk State College
Lakeland12.2024
Continuing Education - Business Marketing/ Planning Advisor
Small Business Development Center
Tampa, FL01.2024
Associate of Arts -
Polk State College
Lakeland, FL01.2023
Skills
- Yellow Belt Certified
- Lean Six Sigma Certified
- Salesforcecom
- Public Relations Software: Factiva
- Photoshop
- Illustrator
- HTML
- Google / Microsoft suite
- Tax credits and incentives
- Financial analysis
- Tax accounting methods
- Tax return filing
- Individual tax returns
- Client invoicing
- Small business tax returns
- Client tax services
Leadership Accomplishments
GEICO Supervisor Prep Program - Leadership, Selected out of a small pool as one of two selected spots 1 out of 15 slots. Established long-term training modules. Facilitated Diversity training courses.
Certification
- Six Sigma Certification
Timeline
Business Tax Consultant / Preparer
INTUIT/ TURBO TAX
12.2023 - Current
Senior Complaints Coordinator
CAPITAL ONE
01.2022 - 10.2024
Agent Allies
CAPITAL ONE
06.2020 - 01.2021
Work at Home Senior Customer Support Coordinator
CAPITAL ONE
07.2019 - 10.2024
Underwriting Supervisor
GEICO
01.2018 - 07.2019
Licensed Insurance Agent/Coach and Peer Mentor
GEICO
10.2012 - 01.2018
Financial Literacy Coach/ Consultant
BOETIEK FINANCIAL
01.2002 - Current
Bachelor of Arts - Business Administration and Supervision
Polk State College
- Six Sigma Certification
Continuing Education - Business Marketing/ Planning Advisor
Small Business Development Center
Associate of Arts -
Polk State College
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