Tax Insurance
Resume:
Dorsey Sawicki
Wesley Chapel, FL 33543
Summary:
Income Tax Preparation and associated processing.
Preparing annual/ personal income tax returns and with sub-corporations
Electronic filing of returns; electronic return originators
Knowledge of tax forms such as 1040, 1120s, 1099s, W-2s, Extensions
Performed payroll taxes for some clients with the State of Florida unemployment tax returns (Federal payroll forms 940 and 941)
Experienced Underwriter in Personal Lines Insurance products.
Current multiple insurance licensed
Notary Signing Agent (NSA)
Competent and effective in management and/or supervisory positions with the ability to communicate with VIPs, customers, employees and company representatives.
Works well within a team in a high-pressure environment or independently as a self-starter.
Computer literate including MS Office Suite, TaxAct, ATX, QQ Solutions, and AMS.
Very comfortable with Technology.
Education:
Saint Leo University, San Antonio, FL
Not completed/ Working towards degree
Weber High School, Chicago, IL
High School Diploma
Skills: MS Office Suite, Tax Act, ATX, Adobe, QuickBooks and many other software programs.
Licenses:
Florida 220, 216 and 620 Insurance Licenses
Registered Income Tax Preparer and ERO (Electronic Return Origination)
Notary Loan Signing Agent
Instacart/Amazon Flex/UBER, Tampa, FL area June 2017 – Present
Delivery Driver (Part Time)
Instacart; provided shopping and delivery of groceries services through the Instacart APP. Used navigational maps and order receiving process on their APP.
Amazon; Picked up, scanned, and delivered customer packages. Utilitized Amazon APP for navigational and delivery steps as instructed by Amazon.
UBER; provided ride sharing for passengers, utilizing UBER’s APP for navigational and completing assigned trips for pick-up and drop-off of the passengers.
Tax Prep Tampa LLC, Wesley Chapel, FL Jan 1992 – Present
Income Tax Preparer (Seasonal)
Income Tax Preparation, filing extensions and E-filing (including clearing rejection process), K-1 input, tax planning.
Complete Income Tax Returns from initial contact with client through completion including filing.
Utilize various Income Tax Preparation Software including Tax Act and recently ATX; Professional versions.
Process payroll and S-Corp preparation performed.
Prior experience in investment products such as IRAs, Mutual Funds, and Annuities.
Notary Signing Agent (NSA)
Dennis Insurance Agency, Lutz, FL Dec 2015 – May 2017
Customer Service Representative, Insurance Agent and Sales
Service Personal and Commercial lines for the agency’s clients.
Independent Insurance Agency
Process renewals and submit quotes for commercial lines policies.
Utilizing AMS management system for client tracking.
Dorsey Sawicki
1148 Big Sky Drive
Wesley Chapel, FL 33543
Tower Hill Insurance, Gainesville, FL Jun 2015 – Aug 2015
Insurance Underwriter (Temporary)
Provide assistance as part of the ITV project team evaluating renewal homeowner’s policies.
Processing RCE’s (utilizing ISO360 and several internet tools) to ensure proper coverage is in place.
Writing out to agency agent with changes to apply at upcoming renewal.
Coast Insurance LLC, Wesley Chapel, FL Jun 2011 – Jun 2014
Insurance Agent and Front-Line Underwriter
Suggest, quote and sell personal lines insurance policies (Auto, Home, Renters, PAF, Commercial and Life) to potential customers.
Receive inbound calls to generate new business and referrals from current clients.
Universal Insurance of North America, Tampa, FL Dec 2008 – Jun 2011
Insurance Underwriter
Review Home and Auto Insurance policies for new business and renewals submitted to company by outside agents from 8 different states.
Review, analyze and provide input of all underwriting functions to determine if risk was acceptable.
Communicate with submitting agent for any outstanding needs or concerns.
Bay Area Appraisals, Inc., Hudson, FL Mar 2007 – Dec 2008
Real Estate Appraiser
Appraise residential real estate to determine value and worth in the Tampa Bay Area.
AAA Auto Club South Insurance Agency, Tampa, FL Jan 2006 – Mar 2007
Insurance Agent and Front-Line Underwriter
Suggest, quote and sell personal lines insurance policies (Auto, Home, Renters and PAF) to potential AAA customers.
Service accounts as needed.
Create marketing material and solicit to select group of AAA members.
Receive inbound and make outbound calls to generate new business and referrals from current clients.
Quality Home Foods, Brandon, FL Jul 2005 – Oct 2005
Outside Sales
Provide in-home meal planning presentation to families.
Recommend/promote additional incentive products.
USAA, Tampa, FL Apr 2001 – Jul 2005
Insurance Agent, Front-line Underwriter and Training
Promote, quote and sell Property & Casualty Insurance policies (Auto, Home, Renters and PAF) to USAA members across the US.
Serviced accounts as needed.
Train insurance staff on new “Policy Administration System”.
Frontline contact for the new system and implement/suggest changes as needed.
Publishers Circulation Fulfillment, Tampa, FL Dec 1998 – Jul 2001
Assistant Manager
Assist Depot Manager to maintain a smooth operation of home delivery.
Verify route information is updated and communicated to ensure carriers are well informed.
Update system logs, train carriers, write instruction books and review accounts for accurate addresses.
Receive delivery of papers from the printing plant, distribute to carrier stations for quick and efficient operation.
Time Customer Service, Tampa, FL Aug 1982 – Jun 1998
Production Planning Supervisor
Manage and direct a team of 40+ associates.
Provide accurate production planning documents.
Provide system support to user community of 150 –200 people. Assist in development of warehouse/job tracking system.
Revamp warehouse: selecting/testing RF devices and routers.
Ensure forklift maintenance agreements remained in effect. Negotiate contracts for forklift maintenance.
Ensure proper procedures for warehouse activities to facilitate an efficient operation.
Other roles performed during tenure; System Development, Warehouse and Receiving Supervisor, Letter mail Preparation and Inserting Supervisor.
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