Yessica Macias

**** *. ***** ****** ** Edinburg TX 78539

956-***-****

abjzqs@r.postjobfree.com

PR#34 Alton TX 78503

Overview : To obtain skills and experience to lead into a great future

and steady career path.

Exceptional Customer Service Seek out new clients and

Excellent ability to identify develop clientele by

and follow up sales leads and networking to find new

referrals. customers and generate lists

Strong team player ethics, and of prospective clients.

willingness to help all reach Problem Solving

goals. Deep knowledge of customer

Explain features, advantages service standards and

and disadvantages of various procedures.

policies to promote sale of Great knowledge of and ability

insurance plans. to learn Insurance Service's

automation system.

Employment March 2010-present Pronto Insurance Sales Agent

Process new applications

Take customer payments/process renewals

Answer customer questions over phone

Ensure daily sales goals are met

Give quotes in person/over the phone

Follow up on office quotes given

Market for agencies

Ensure all forms/files are filed before end of day

Ensures personal cash box balances

Effectively communicate with agency manager, retail sales

manager, pronto mga operations manager, underwriting

personnel & claims department

January 2010- March 2010 San Antonio Tax Services Income

Tax Lead Agent

Filing Requirements and Filing Status

Exemptions

Income and Wages

Interest and Dividends

Capital Gains

Credits (EITC and Child Tax Credit)

Deductions (Itemized and Standard)

Education Credits, Other Credits

Traditional and Roth IRAs, Saver's Credit

Adjustments to Income

Retirement Contributions & Planning

Social Security, Pensions, Annuities

Self-Employment Income & Deductions

Tax Payments and Tax Planning

Amending Returns & Penalties

January 2006- February 2007 Intel serve Loan Officer

promote and market the firm's mortgage products to clients,

team members and partners inside and outside the branch

footprint.

Duties include:

Obtain mortgage loans from referral sources including but are

not limited to: bank branch customers, existing clients and

realtors.

Using sound judgment and effective marketing and promotion

techniques

Assess and evaluate customer's financial needs to build

strong relationships with customers following-up on a regular

basis.

Ability to actively listen and determine what

financial products meet the customer needs and circumstances.

Determine and recommend financial product and service

solutions for customers based on analysis of customer

finances and customer's needs and objectives.

Maintain relationship by providing superior customer

consultation, advice, counseling and service.

Identify opportunities to expand client relationships

and leverage cross-selling and promotional

Education Rasmussen Collage Mankato, MN

Major: basic for medical administration

These include billing, bookkeeping, supply ordering,

handling payroll, and other financial tasks as well as

managing office maintenance and keeping staff organized.

Medical administrative assistants also participate in

scheduling, making scheduling arrangements for staff members

in addition to booking medical appointments.

References and Supporting Documentation Furnished Upon

Request

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