Taylor Green
Pecatonica,IL
Summary
Dynamic professional with a proven track record at In The Black, showcasing expertise in advanced computer skills and exceptional interpersonal abilities. Excels in client support, enhancing customer satisfaction through effective problem-solving and organizational documentation. Demonstrates leadership in sales and client education while fostering trust.
Overview
7
7
years of professional experience
Work History
Tax Preparer
In The Black Company
Rockford, IL
01.2018 - Current
- Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
- Compiled data from clients to accurately complete tax forms.
- Assisted clients in responding to IRS notices of deficiency or audit findings.
Direct Support Professional
Trinity Oaks
Pearland, TX
10.2023 - 08.2024
- Assisted in planning and implementing recreational activities for participants.
- Monitored individuals' behaviors, documented observations, reported any changes or concerns to supervisor.
- Provided guidance and support to ensure safety of individuals served.
Insurance Agent
Bia Insurance
Sugar Land, TX
12.2022 - 10.2023
- Educated customers on the importance of maintaining adequate insurance coverage.
- Conducted research to identify competitive rates and benefits offered by other providers.
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Maintained accurate records of all insurance transactions using computer software systems.
Education
Property & Casualty License -
ExamFX
09.2023
Real Estate Agent (Broker Course) -
Real Estate School of Illinois
12.2021
Skills
- Excellent communication, and interpersonal skills
- Assistance with Personal Care Tasks
- Organizational Documentation Skills
- Multi-Line Phone Management
- Budgeting
- Advanced computer skills
- Familiarity with individualized care plans
- Effective Time Management
- Sales
- Teamwork
- Client Support
- Problem-solving
- Document management
- Income documentation
- Data Gathering
Timeline
Direct Support Professional
Trinity Oaks
10.2023 - 08.2024
Insurance Agent
Bia Insurance
12.2022 - 10.2023
Tax Preparer
In The Black Company
01.2018 - Current
Property & Casualty License -
ExamFX
Real Estate Agent (Broker Course) -
Real Estate School of Illinois