Sales Manager Managing Director

Tel: 504-***-**** Email: **************@*****.***

KALETHIAN M. GREEN

PROFESSIONAL BACKGROUND

The Tax Goat - January 2022-Present

TAX PREPARER/MANAGING DIRECTOR

• Worked closely with clients and calculate their taxes including returns, liabilities, deductions, and expenses.

• Reviewed the accuracy of data on tax forms based on all tax rules and regulation

• Utilized advanced mathematical skills and the ability to analyze complex data

• Calculated tax payments

• Estimated tax returns, deductibles, liabilities, and expenses

• Prepared quarterly and annual reports

• Collected data from income statements and expense documents

• Completed clients’ tax documentation

• Reviewed data on reports and detect possible errors

• Answered tax- and finance-related questions

• Researched new tax trends and regulations

• Advised individuals and companies on tax strategies

• Ensured compliance with government tax rules

Bed Bath & Beyond (Harvey, LA) February 2009- February 2019 DEPARTMENT SALES MANAGER

• Oversee the electronics and home goods section of the store

• Managed a departmental team, responsible for merchandising, inventory, and meeting departmental sales goals

• Provided introductory information to prospective and new customers

• Ensured that consumers are satisfied with products or services by handling complaints and inquiries

• Followed up with clients or customers by phone or email to check that they’re still satisfied with their purchases

• Informed patrons know about additional products or services that might benefit them

• Determined the quickest, most effective ways to answer a client’s or customer’s questions

• Escalated queries and concerns, when necessary

• Troubleshoot common issues with products or services

• Collaborated with a team of CSRs and other departments to find appropriate solutions to problems State Farm, Tony Dean Sr. Agency (Marrero, LA) March 2018- March 2019 AUTOMOTIVE INSURANCE AGENT/CUSTOMER SERVICE REPRESENTATIVE

• Quote and cross sell in accordance with company standard operating procedures

• Communicated and consistently followed up with existing clients, prospects, mortgage lenders and realtors

• Connected with clients via phone, email, and text; and actively engage with prospects and current clients to understand the clients’ needs and present suitable solutions.

• Maintained accurate and up-to-date records for each client

• Responsible for timely reaching out to existing clients to review their current insurance, offer recommendations, and ask for additional lines of business

• Processed client payments, wrote new policies and renewals

• Accountable for daily reports which include expirations, non-renewals and cancellations

• Stayed up to date on insurance industry trends, carrier product offerings and carrier guidelines EDUCATION

Associates of Arts, Cosmetology Delgado Community College- 2011 SOFTWARE & PROFESSIONAL SKILLS

• Salesforce, Microsoft CRM 11, Microsoft CRM 365, Microsoft Office

• Account and client relationship management

• Auto insurance sales experience

• Prospecting and building new books of business.

• Strong sales negotiation and communication skills

• Excellent interpersonal and organizational skills

• Training development specialist

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