Melvalyn C. Priddie

562-***-****

adn5bg@r.postjobfree.com

Education

Associate of Arts: Early Childhood Education

Long Beach City College

GPA: 3.88

Associate of Science: Business

El Camino College

GPA: 3.0

Work Experience

Intuit Turbo Tax/Tax Associate 1/2021 - 6/2021

• Provide excellent customer service

• Fielded over 300 customer calls

• Prepared customer tax returns

Independent Life & Health Insurance Agent 6/2013 - Present

• Enrolled over 300 people into Covered California Healthcare insurance plan since 2014

• Enrolled over 200 people into Medi-Cal through CALHEERS software

• Create case design by using a client’s financial needs assessment

• Certify for AHIP and over 12 Medicare health plans every year via virtual training/self-paced modules

• Continue taking continuing education courses to stay abreast of laws, rules, guidelines & regulations

• Answer inbound calls and questions from customers/potential clients, understand their needs, provide solutions personalized to them

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Certified Tax Preparer/Office Manager 2012 -2021

• Prepared over 1,000 tax returns with high level of confidentiality and accuracy, cross-sell/up-sell products

• Ensure exceptional customer service via quality product offerings and knowledge and negotiations

• Effective communication with Team Members through in-house training and follow-up

• Recruit, train and retain staff by using established business processes and protocols

• Prepared budget, analytical and expense reports for management

• Prepare staff scheduling to ensure hours of operation are covered

• Heavy filing, organizing, and maintaining supply ordering and stocking levels for office

• Deliver/accept accountability at all cost

• Able to identify performance improvement suggestions and apply quick resolution

Lead Pre-School Teacher 2/2009 – 12/2010

• Managed 2 Aides, 12 children ages 4 months-5 years

• Observed and assess each child’s development

• Created syllabus/daily lesson plans of activities for maximum learning experiences

• Communicated often with parents to inform and keep positive reinforcement flowing

Skills

• Strong computer skills – Microsoft Office

• Perform Administrative Assistant duties – 10+ years

• Attention to detail, self-starter, very well organized, project driven w/follow-up and follow-through, resourceful with exceptionally good judgment, demonstrate flexibility as needed

• Ability to prioritize multiple tasks, coordinate travel arrangements, maintain conference room scheduling, ability to manage and meet deadlines, event planning abilities

• Deliver excellent customer service, friendly exchanges from many, many received calls

• Tax prep software – LibTax, Intuit products (ProSeries, TurboTax, ProConnect)

• Accounting software – QuickBooks 0nline

• Currently work from home as a licensed Life and Health Agent, Tax Professional and Bookkeeper

License & Certificates

• Life & Accident/Health issued by State of California

• Covered California Certified Insurance Agent

• AHIP Certified (to sell Medicare Health Plans)

• Certified Tax Professional

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