M. MARTIN
Orlando, FL *****
**************@*****.*** 407-***-****
Professional Summary
Dedicated and personable Customer Service Professional with over 10 years of experience in client support, call center operations, and account management across tax, healthcare, and financial service industries. Adept at resolving customer issues with professionalism and empathy. Skilled in phone etiquette, data entry, Microsoft Office, and multitasking in fast-paced environments.
Key Skills
Customer Support & Resolution Data Entry & Record Management Phone & Email Communication
Microsoft Word, Excel, Outlook, PowerPoint HIPAA Compliance
Tax Advising & Documentation Organization & Time Management Critical Thinking & Problem Solving Team Collaboration
Flexibility & Adaptability
Professional Experience
Intuit – Remote, FL
Tax Preparer
December 2023 – Present
-Prepare and submit individual tax returns for clients, ensuring accuracy and compliance.
-Conduct client interviews to gather financial data and clarify tax-related questions.
-Serve as a liaison between clients and IRS; provide guidance on tax regulations and refunds.
-Maintain confidentiality and secure handling of sensitive client information.
SaveOnSP LLC – Buffalo, NY (Remote)
Member Services Representative
November 2021 – April 2023
-Delivered high-quality phone-based customer service to healthcare patients and members.
-Enrolled eligible individuals in copay assistance programs and maintained accurate records.
-Collaborated with pharmacies and insurance providers to resolve issues related to billing and payments.
-Ensured HIPAA compliance and upheld strict confidentiality of patient information.
Kforce – Remote
Customer Service Representative (CSR Agent)
June 2020 – May 2021
-Provided customer support related to unemployment benefits and claims.
-Answered high volumes of inquiries, verified client information, and resolved account issues.
-Tracked and documented all customer interactions in compliance with company policies.
Jackson Hewitt – Various Locations
Manager / Senior Tax Preparer
December 2005 – April 2020
-Supervised daily operations, trained tax preparers, and managed client relations.
-Delivered expert-level tax advice and resolved escalated customer concerns.
-Handled phone support, collections, IRS correspondence, and data entry.
-Maintained a positive and professional demeanor, even during high-stress periods.
Education
Strayer University – Criminal Justice Coursework
April 2020
Niagara Falls High School – GED
March 1994