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Accomplished in financial management and customer service, significantly expanded market share through innovative marketing strategies and strong relationship building. Leveraged sales expertise and conflict resolution skills to surpass sales goals and enhance customer retention, demonstrating a proven track record of business development and leadership.

Consistently hit sales targets for new business and retention of existing clientele, achieving company bonuses contributing to company success.Composed taxes owed and prepared tax returns, ensuring compliance with payment, reporting and other tax requirements.Evaluated taxpayer finances to determine tax liability.

Performed detailed financial analyses to identify and address areas of potential concern.Reviewed financial statements, sales reports, and other performance data to measure productivity.Maintained detailed records of all financial transactions including journal entries and account reconciliations.Performed reconciliations between bank accounts and internal ledgers.

Sold insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical, and dental insurance, and specialized policies, such as marine, farm/crop and medical malpractice.Responded promptly to customer inquiries regarding their insurance coverage options.Ensured timely processing of applications by coordinating resources across multiple departments.Researched and evaluated potential clients' financial information to determine eligibility for coverage.Achieved sales goals consistently, exceeding targets and contributing to company growth.Issued insurance policies and communicated policy details clearly to clients.Presented insurance products and benefits to potential clients, addressing their specific needs.Built and maintained relationships with clients to support satisfaction.Contacted prospective and current clients via telephone to provide quote and policy information.