Alonzo Adair

ado7t3@r.postjobfree.com

816-***-****

Professional Summary

Insurance Risk Interviewer

Quest Diagnostics-Lee’s Summit, Mo

April 2, 2020, to April 9, 2021

· Contacts life insurance applicants via telephone by placing outbound calls. Leaves messages for return calls or completes interviews with life insurance applicants. These interviews will include gathering medical, financial, occupational, and avocation histories.

· Uses the C4 Call Management System, Dialer and Avaya Phone System by making telephone calls, logging call attempts, documenting information within orders as necessary and recording call results. Reviews and edits information collected during the interview for quality assurance purposes.

· Learns the specific requirements stipulated by each client company.

· Responds to the needs and requests of clients and ExamOne management and staff in a professional and expedient manner.

· Observes all compliance policies and safety policies and procedures as outlined in the ExamOne Safety Manual or safety matters included in other special training.

· Other duties as assigned.

Contact Representative

Social Security Administration - Kansas City, MO

June 2018 to June 2019

the data base software manage

Answered inbound calls from claimants regarding any topic they have, such as retirement, disability, death reports, change address, change banking info, percentage of allocation of benefits

Utilized Microsoft Word, Excel and Outlook throughout each stage of the process when working with customers

Utilized dual monitors to effectively

Customer Service Rep

H & R Block, Kansas City, MO

November 2016 to April 2018

inbound phone calls from customers concerns they had

Directed inbound Answered inquiring about the status of their income tax and resolved any questions and

phone calls to the correct department when necessary to ensure questions were answered on the first phone call

Set up appointments for customers to go to their nearest H&R Block office to get taxes prepared, and receive short-term loans if necessary

Reviewed customers’ account pertaining to loan balance and prior taxes

Revised and updated customers' accounts as requested

Answered inbound calls from clients inquiring about the status of their income tax, installing & uninstalling HRB's software

Co-browse client income tax before submitting to IRS

Answered questions and help clients complete their income taxes

IRS Kansas City, MO

Contact Rep (Contract)

November 2015 to September 2016

Received inbound phone calls from taxpayers requesting their refund and answering questions from letters their have received from IRS

Referred taxpayers to the proper department to ensure their questions are answered

Amended tax returns to verify the correctness and complete and closing out that request

IRS, Kansas City, MO

Clerk (Contract)

February 2014 to December 2014

Examined taxpayer's 1040x form for years 2010, 2011, 2012

1040x is a supplement to taxpayer 1040, attached paperwork that could reduce their taxable income, or increase their taxes

Researched 1040x attached forms to ensure that the taxpayer followed certain tax laws

Internal Revenue Service, Kansas City, MO

Tax Examiner Technician (Contract)

January 2013 to January 2014

Reviewed customers 1040X for years 2010, 2011, 2012 through various computer systems and Tax manual to ensure the information was correct

Mailed incorrect 1040X forms back to customers

Researched, prepared forms, and filed customer documents

Customer Service Rep

H & R Block, Kansas City, MO

January 2012 to December 2012

Answered inbound phone calls from customers inquiring about the status of their income tax

Setup appointments for customers to go to their nearest H&R Block office to get taxes prepared, get short-term loans

Reviewed customers’ account pertaining to loan balance, prior taxes, etc.

Revised and updated customers' accounts as requested

A.D.A. Telecom Services, Inc, Kansas City, MO

Sales/Customer Service Manager

December 2001 to July 2012

Sold and serviced AT&T and CenturyLink products to business customers in the states where they are the local carrier

Handled customer services issues, answered incoming calls from business customers concerning their account

Resolved billings, promotional questions, add, moves, & changes

Upsold the customer on products and services.

Accounted for revenue growth and new customer acquisition

Responsible for hire and training of Sales and Customer Service Representatives who work for ADA, selling & providing customer service for AT&T and CenturyLink products and services

Education

Bachelor's

Eastern Ill. University Charleston, Il

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