Team Members Life Insurance
Resume:
STEFFANY ARROYO
Dunkirk, NY
********.**********@*****.***
Professional Summary
Dedicated to offering exceptional assistance to team members and clients. Skilled at coordinating appointments, organizing mail and collecting messages to facilitate office communication. Positive and upbeat with strong relationship-building abilities. Willing to relocate: Anywhere
Work Experience
Task Associate
Task income tax-New Britain, CT
September 2024 to June 2025
Prepare and review individual, corporate, partnership, trust, and other tax returns. Analyze client financial information, including income statements, expenditure documentation, and other financial records.
Research tax laws and regulations to ensure compliance and identify opportunities for tax savings. Advise clients on tax liabilities, planning strategies, and other tax-related matters. Respond to inquiries and notices from tax authorities (e.g., IRS) and assist with audits. Maintain accurate tax files and documentation, often utilizing tax preparation and accounting software. Stay up-to-date on changes in tax laws and regulations through continuous learning and professional development.
Collaborate with other team members and colleagues to provide comprehensive tax services. Receptionist
Autumn Lake Healthcare-New Britain, CT
February 2023 to December 2024
• Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
• Confirmed appointments, communicated with clients, and updated client records.
• Kept reception area clean and neat to give visitors positive first impression.
• Answered phone promptly and directed incoming calls to correct offices.
• Responded to inquiries from callers seeking information. Client Care Specialist
Catholic Charites-Hartford, CT
January 2023 to May 2023
• Responded to all client inquiries and asked appropriate questions to facilitate resolution.
• Interacted with team members across departments to research and resolve customer issues.
• Answered customer questions via telephone, email and live chat services.
• Explained available products and services, demonstrated features and used persuasive communication strategies to redirect concerns.
• Provided friendly greeting to visitors and gave knowledgeable and authoritative responses.
• Assisted families in navigating the social services system, including applying for benefits, accessing resources and connecting with other family support services.
• Implemented research-based interventions and strategies to support positive behavior and social- emotional development.
• Collaborated with school personnel, parents and mental health providers to maintain comprehensive and integrated approach to student services.
Life Insurance Agent
Aflac-Hartford, CT
November 2021 to September 2022
• Maintained high standards of customer service by building relationships with clients.
• Analyzed customers' financial situations to recommend appropriate life insurance policies.
• Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
• Attended continuing education courses and workshops to gain additional insurance industry knowledge. Receptionist
Agawam Healthcare-Agawam, MA
May 2020 to February 2021
• Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
• Confirmed appointments, communicated with clients, and updated client records.
• Kept reception area clean and neat to give visitors positive first impression.
• Answered phone promptly and directed incoming calls to correct offices. Help Desk
Conduent - DSS MyAccount-East Hartford, CT
February 2020 to May 2020
• Answering phone calls
• Answering questions or concerns regarding clients benefits
• Unlocking clients MyAccount
• Deactivating clients IVR pins
• Data entry
Payroll Clerk
Allied Health Resources-Windsor Locks, CT
December 2019 to January 2020
• Processed new hire paperwork and documents.
• Verified timekeeping records and handled any discrepancies with employees.
• Maintained payroll information by calculating, collecting, and entering data.
• Updated employee files with new details such as changes in address or salary levels. Call Center Escalation Agent
Veyo Transportation-Windsor, CT
December 2017 to July 2018
• Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
• Adhered to company policies and scripts to consistently achieve call-time and quality standards.
• Responded to customer calls and emails to answer questions about products and services.
• Analyzed and escalated complaints, issues and grievances to designated departments for investigation and response.
Education
High School Diploma
Opportunity High School-Hartford, CT, US
June 2015
Skills
• Speaking
• Multi-Line Telephone Systems
• Accounting and Billing Software
• Organization and Efficiency
• Call Transfers
• Verbal and Written Communication
• Documentation
• Patient Appointment Management
• Organization Skills
• Performance Improvement
• Business Administration
• Process Payments
• Crisis management
• Spreadsheet Tracking
• Customer service
• Microsoft Excel
• Schedule Management
• Cooking
• Critical Thinking
• Making Appointments
• Front desk
• Office Supply Inventory Control
• Data Inputting
• Time Management
• Expense Reporting
• Microsoft Windows
• Information Protection
• Google Drive
• Reminder Calls
• Microsoft Office SharePoint Server
• Active Listening
• Business Operations Understanding
• Greet Guests
• QuickBooks (1 year)
• Reception Desk Management
• Clerical experience
• Coordination
• Email Software
• Safety plans
• Appointment Confirmation
• Meeting Preparation
• Writing
• Answer Telephone Calls
• Customer Service
• Microsoft Outlook
• Prioritization
• Document Control
• Cleaning
• Working with people with disabilities
• Telephone Skills
• Office Equipment Operation
• Microsoft Office
• Customer and Client Relations
• Referral Coordination Spanish Limited Working
• Records Preparation
• Administrative and Clerical Support
• Reading Comprehension
• Mail Handling
• Social work
• Visitor Check-In
Certifications and Licenses
Driver's License
Certified Medication Aide
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