Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Sonia Monzon

Melrose Park,IL

Summary

Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

19
19
years of professional experience

Work History

Medicare Sales Agent

Self-employeed
01.2021 - Current
  • Educated clients on insurance policies and procedures.
  • Analyzed customer needs to provide customized insurance solutions.
  • Met with customers to provide information about available products and policies.
  • Calculated premiums and established payment methods for sales.
  • Conducted annual reviews of existing policies to update information.

Tax Preparer

Self-employeed
01.2004 - Current
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Assessed client tax situations to determine best filing options.

Education

Associate of Applied Science - Travel And Tourism

Robert Morris University - Illinois
Chicago, IL
12.1994

Skills

  • Explaining Policies
  • Policy Feature Explanations
  • Speak Spanish
  • Establishing Contacts

Languages

Spanish
Native or Bilingual

Timeline

Medicare Sales Agent

Self-employeed
01.2021 - Current

Tax Preparer

Self-employeed
01.2004 - Current

Associate of Applied Science - Travel And Tourism

Robert Morris University - Illinois

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Sonia Monzon