Patricia Mcbride Email & Phone Number

Glennie, Mi, Us

Overland Park, Kansas, Us

Tailor Medicare plans to increase clients' benefits by comparing top carriers' plans and identifying the most suitable product that aligns with the client's specific needs.

Overland Park, Kansas, Us

Trained, coached, and developed Level3 agents and Flex Agents in collaboration with Sales Leadership and the Global Training Team, ensuring informed agents equipped with tools to achieve sales targets, enhance customer satisfaction, and optimize enrollment processes.

Overland Park, Kansas, Us

• Supervised and trained 35+ employees in processing enrollments during Annual Enrollment Period (AEP) and Open Enrollment Period (OEP)• Trained 600+ new employees on Medicare and enrollment procedures• Collaborated with Enrollment Training team to review and revise training materials

Overland Park, Kansas, Us

• Enrolled up to 24 applicants per day into Medicare Advantage and Prescription Drug plans across 43 states during the Annual Enrollment Period in strict compliance with Medicare regulations

Overland Park, Kansas, Us

Delivered leadership to complete income tax preparation activities for a commercial services company. Identified potential tax credits and liabilities and ensured accurate and complete returns were filed in a timely manner. Completed tax forms in accordance with policies and in compliance with legislation and regulation.Key Accomplishments:• Created and implemented automated processes to enhance the filing of Canadian GST, QST, and HST taxes. • Well versed in reporting sales/use taxes for multiple states as well as GST/QST taxes within the provinces of Canada.• Provided superior customer service and support based on customers’ needs; including inquiries, costs, and problem resolutions.

Produced monthly management accounts and board pack schedules, cash flow forecasting, bank facility management, reported payroll, and annual budgeting. Expertly conducted commercial analysis for the organization and worked with Senior Leadership to improve margins and profitability.Key Accomplishments:• Improved monthly reporting to the organization and drove an increase in performance awareness to improve profitability.

Maintained oversight for and conducted independent audits of Fortune 500 companies for the purpose of corporate income, franchise, sales/use, and mill machinery taxes. Resolved questions concerning the proper interpretation and application of tax to different scenarios and departmental policy. Provided continuous training to taxpayers regarding taxes. Key Accomplishments:• Demonstrated a thorough knowledge of accounting principles and auditing techniques and the ability to apply these techniques to proprietorships, partnerships, trusts, fiduciaries, and large business entities having multiple divisions or subsidiaries or related entities with varied and complex accounting systems.• Expertly worked to determine tax violations of and non-compliance with tax laws, and to detect and explain significant irregularities concerning tax matters.• Utilized strong communication and interpersonal skills to interact with cross-functional staff members and to deal effectively with people in a positive manner.

Lansing, Mi, Us

Lead teams in ensuring audits assigned conformed with applicable professional standards. Prepared proposals for future audits. Conducted pre-audit research of prior audit reports, laws, regulations, and procedures. Developed audit plans within the established scopes and led teams in the development of audit steps needed to accomplish each audit objective.Key Accomplishments:• Conducted and/or participated in briefings with stakeholders to discuss issues, the status of the audits, and audit results.• Prepared/reviewed audit reports and supporting documentation prepared by team members ensuring compliance with applicable professional standards, and policy. • Monitored implementation of corrective actions recommended in audit reports.• Taught new employee school program and performed on-site training for all new employees.