Post Job Free

Resume

Sign in

Tax Insurance

Location:
Tampa, FL
Posted:
July 29, 2018

Contact this candidate

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.



Contact this candidate