Carson Lin Email & Phone Number

Lansing, Michigan, US

• Provide superior customer service by answering incoming calls in a timely manner.
• Follow established policies and procedures to respond and route calls appropriately.
• Gather information to determine customers’ needs; apply problem solving skills and resolve the inquiry/request effectively.
• Log customer information into a database ensuring data entry is accurate and complete.
• Access database per customer request for information; use critical thinking skills to perform research to find a solution for the customer’s need and/or concern.
• Verify and record demographic data with caller and escalate customer issues as appropriate.

Birmingham, Alabama, US

• Handle inbound calls in a fast-paced metric driven environment to ensure prompt routing of calls to all claim handling teams.
• Communicating with customers in a courteous and professional manner using approved scripts via phone or written correspondence.
• Answer insurance related questions from customers, explain the claim handling process and take detailed messages for claims personnel.
• Display quality work, integrity and ethical decision making during all work assignments.
• Work in a team environment handling low complexity/high volume work.
• Establish and maintain a positive working relationship with internal and external partners.

Valley Forge, PA, US

• Have strong communication and relationship management skills.
• Excellent in explaining complex information in ways that are easy to understand.
• Using virtual technology to connect with clients and help them manage their assets.
• Assisting all types of investors with meeting their financial goals
• Developing relationships with clients to understand their unique investment needs and position appropriate products or solutions.

• Responsible for all billing and payment activities related to customer accounts
• Strong analytical and communication skills with a track record system.
• Set up and maintain customer billing information in accountant receivable system.
• Work with customers and other internal departments to resolve billing issues.
• Excellent interpersonal and customer service skills

PT

• Maintain and enter data into QuickBooks accounting software
• Verified details of business transactions recorded on sales slips, invoices, receipts, check stubs and computer printouts.
• Compiled reports to show statistics, such as cash receipts and expenditures, accounts payable and receivable, profit and loss and other items pertinent to operation of the business.
• Preparing daily, weekly and monthly accounts update.
• Using Excel to produces quarterly, year-end, and other financial report.
• Verify payroll details, ensures all payroll transactions are processed accurately and timely.

• Responsible for preparing complete and accurate tax returns.
• Conducting tax interviews with clients and ensuring client confidentiality and privacy.
• Increasing retention of all clients and offering additional products and services.
• Providing mentoring and supporting teammates with other duties as assigned
• IRS audit support and attendance

Hurst, Texas, US

• Prepare or assist in preparing simple to complex tax returns for individuals or small business
• Prepared and assisted in preparing simple to complex tax returns for individuals and small businesses.
• Review financial records such as income statements and documentation of expenditures
• Used all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
• Prepares all returns for electronic filing and transmission to the Internal Revenue Service, verifying that each return is acceptable and in transmittable form.

• Responsible for company daily operations of in-hotel chain retail stores
• In-depth knowledge of achieving financial objectives by preparing annual budgets and scheduling expenditures
• Formulate and implement sales promotions and market development
• Control inventory and oversee merchandise purchasing

• Installed, maintained and performed troubleshooting on computer hardware and software
• Worked in a team environment and dealt with diverse user populations
• Provided tech support to customers on site, in classrooms and in meeting facilities
• Introduced & demonstrated new and emerging technologies to customers

Master Of Business Administration (Mba), Marketing And Finance

Bachelor Of Science (Bs), Information Technology