Tamara Mullen
Liberty Hill,TX
Summary
Diligent Insurance Professional with strong background in providing exceptional customer service within insurance industry. Successfully resolved numerous client concerns and inquiries, enhancing customer satisfaction and loyalty. Demonstrated expertise in policy interpretation and claims processing, coupled with effective communication and problem-solving skills.
Overview
17
17
years of professional experience
Work History
Virtual Assistant/Professional Tax Preparer
MetaTax Pro
01.2023 - Current
- Responsible for responding to all social media messages and posts
- Monitored emails, organized inbox, and prioritized messages for supervisor.
- Answered and screened calls to provide information, schedule appointments and take detailed messages.
- Conferred with customers by telephone, chat or email to provide information.
- Upheld the highest standard of confidentiality when handling sensitive information related to clients'' personal or business affairs.
- Managed electronic and paper filing systems by updating paperwork, maintaining documents, and accurately recording information.
- Analyzed financial records to verify accuracy of tax returns.
- Assessed client tax situations to determine best filing options.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Maintained compliance by adhering to current tax laws and regulations.
Owner
For A Love of Beauty
01.2019 - 07.2024
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Maintained strict hygiene and safety standards during all procedures, promoting a clean and comfortable environment for clients.
- Performed corrective procedures to improve the appearance of previous permanent makeup applications.
- Stayed current on industry trends and advancements in techniques, ensuring cutting-edge services for clients.
- Collaborated with clients to create customized looks that aligned with their unique preferences and features.
Sales and Service Representative
State Farm
01.2012 - 01.2016
- Developed leads, scheduled appointments, identified Customers needs, and marketed appropriate products And services
- Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
- Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
- Responded to customer requests for products, services, and company information.
- Handled sensitive customer information with discretion, adhering to strict data privacy regulations at all times.
- Documented customer interactions and transactions for accurate, up-to-date records.
- Enhanced customer satisfaction by addressing and resolving insurance-related inquiries and concerns.
- Assisted clients in filing claims, coordinating with adjusters to expedite the process and secure fair settlements.
- Assisted customers with completing insurance documents to avoid missed information.
- Processed insurance policy cancellations and renewals quickly to meet call time targets.
- Reviewed and adjusted customer coverage levels to address, identify, and resolve customer conflicts.
- Fostered strong relationships with clients, providing personalized service and assistance on various insurance products.
- Set up customer payment plans to cover annual policies and renewals.
- Participated in ongoing training sessions to remain current on industry developments and improve overall job performance.
- Fostered strong relationships with policyholders to promote loyalty and retention.
- Contributed to team meetings with insightful feedback, aiming for continuous improvement in customer service.
- Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
Sales Associate in the Children's Department
Nordstrom Inc.
01.2010 - 01.2012
- Assisted a diverse community of customers in locating and purchasing clothing for their children while managing and setting up community events to drive traffic and met department sales goals
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Managed returns, exchanges and refunds in accordance with store policy.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Prepared merchandise for sales floor by pricing or tagging.
- Helped customers locate products and checked store system for merchandise at other sites.
- Answered customer questions about sizing, accessories, and merchandise care.
- Provided positive first impressions to welcome existing, new, and potential customers.
- Rotated stock and restocked shelves to maintain product availability and store appearance.
- Engaged with customers to build rapport and loyalty.
Bank Teller
Chase Bank
01.2008 - 01.2010
- Used great interpersonal and communication skills to both serve customers and respond to customer inquiries in a prompt and timely manner while distributing and receiving funds
- Enhanced customer retention rates by cross selling additional banking products to bring in necessary revenue to a dying branch location
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
Education
Associates Degree - Arts
Houston Community College
Houston, TX01.2006
Skills
- Customer service
- Data entry
- File organization
- Client confidentiality
- Tax software proficiency
- Individual tax preparation
- Organization
- Policy review
- Teamwork and collaboration
Memberships And Accomplishments
- Lakewood Church Member, 2006 - Present
- Body Rock Fitness Club, 2011
- Texas Property & Casualty Licensed, 2012
- Bonnie Holland Elementary School Volunteer, 2012
- Life and Health Licensed, 2014
Timeline
Virtual Assistant/Professional Tax Preparer
MetaTax Pro
01.2023 - Current
Owner
For A Love of Beauty
01.2019 - 07.2024
Sales and Service Representative
State Farm
01.2012 - 01.2016
Sales Associate in the Children's Department
Nordstrom Inc.
01.2010 - 01.2012
Bank Teller
Chase Bank
01.2008 - 01.2010
Associates Degree - Arts
Houston Community College