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Data Entry Customer Service

Location:
Orlando, FL
Posted:
July 02, 2025

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Resume:

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



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