Assisted clients with all aspects of insurance including billing, policy service, and writing of new business. Strived to provide the efficient and reliable customer service in order to develop client relationships.

Duties:Accurately maintained AR/AP and payrollCoached a team of 3 tax preparers •Reviewed client financial records and state/federal tax codes to identify potential deductions, credits and tax liabilitiesPrepared simple to complex tax returns for individuals and small businesses•Ensured accurate data entry into tax preparation software•Resolved client tax return issues in compliance with established policies and procedures•Conducted quality assurance follow-up calls

Answered inbound calls, quickly assessed customer needs, and proactively provided solutions.Duties:• Researched product and pricing options according to customer project guidelines while handling inbound calls for order placement and product inquiry • Resolved post-order issues such as shipping confirmation, returns, and product replacement in a cost effective manner to ensure all customer needs were fulfilled• Provided problem-solving and trouble-shooting assistance to fellow call floor associates as part of peer-to-peer support program

Managed new and existing client lists for a multi-agent office.Duties:• Contacted potential clients to obtain information for new insurance quotes and follow-up on existing quotes.• Contacted existing clients regarding payments, policy changes, and promotions• Generated auto and home insurance quotes using proprietary software• Created and maintained database of potential client contact and quote information

Assisted At-Risk and First-Time/Full-Time students with various aspects of higher education including, admissions, financial aid, registration, testing, and academics.Duties:•Scheduled and administered AccuPlacer exams for incoming and returning students•Maintained testing center database including student contact information, payment information, and exam results•Prepared student score reports for use by admissions, financial aid, Mathematics, and English departments• Assisted students with various aspects of university life including admissions, financial aid, advisement, and registration by utilizing BANNER system• Contacted students regarding poor attendance and academic performance at the request of faculty in order to assess the cause of these issues and proved solutions such as tutoring and counseling services• Participated in on-campus events designed to educate students about academic and other resources available both on and off campus • Researched socio-economic factors affecting students in school districts associated with the university's Metro Tuition Program; created and maintained database of research results