This is my profileContact via CazVidBrandon
Compliance and Sales Expert with 10+ years in Financial and Customer Service
Contact
Competencies
Applied knowledge of federal and state tax codes, FDCPA regulations, and Sarbanes-Oxley standards in client advising, collection, and quality assurance roles.
Effectively educated clients and customers on product benefits, handled objections, and closed sales in auto warranty, insurance, and customer service settings.
Built and maintained strong relationships with clients and customers to foster retention and generate new business opportunities.
Utilized verbal and written communication skills to explain complex policies, negotiate with agencies, and enhance customer satisfaction.
Analyzed financial documents for tax relief eligibility, prepared contracts, and managed electronic records efficiently.
Education
Languages
Summary
Over a decade of expertise in regulatory compliance, sales, and customer relations across financial, insurance, and customer service industries. Skilled in negotiation, client advising, and quality assurance, with proven ability to manage high-volume caseloads and foster customer loyalty.
Key Achievements
- Managed high caseloads effectively as a Tax Relief Agent, ensuring client satisfaction and compliance.
- Developed and maintained customer relationships to generate sales and increase revenue in multiple roles.
- Led quality assurance processes at Fast Hunt, contributing to improved customer satisfaction and service standards.
Experience
Tax Relief Agent
Consulted with clients to assess tax liabilities and identify options for relief programs, settlements, or payment plans., Educated clients on IRS and state tax laws, compliance requirements, and available resolution strategies., Negotiated with the IRS and state tax agencies on behalf of clients...
Auto Warranty Sales Agent
Educated customers on extended auto warranty options, coverage plans, and benefits to match their vehicle needs., Handled inbound and outbound sales calls, effectively overcoming objections and closing warranty sales., Maintained deep knowledge of warranty terms, exclusions, and pricing to ensure...
Debt Collection
Contacted customers via phone, email, and mail to recover overdue accounts in compliance with FDCPA and company policies., Negotiated repayment plans, settlements, and payment arrangements tailored to clients’ financial situations., Educated customers on repayment options while maintaining...
Head Of Operations
Developed and maintained relationships with customers, strong organizational and time management abilities, attention to detail, excellent communication skills, proficiency in handling paperwork and electronic records, Leadership Skills, good problem-solving capabilities, Applying for Finances,...
Verifying Agent
Developed and maintained relationships with customers and assisted in generating sales opportunities, strong organizational and time management abilities, attention to detail, excellent communication skills, proficiency in handling paperwork and electronic records, familiarity with warranty...
Transfer Agent
Developed and maintained relationships with customers and assisted in generating sales opportunities., Built positive and productive customer connections to drive consistent sales., Discussed client financial options to keep customers informed regarding transactions., Analyzed customer requirements...
Sales/Customer service
Developed key customer relationships to increase sales., Answered product questions with up-to-date knowledge of sales and promotions., Placed orders and answered customer questions in-person, through email and over phone to maximize customer service., Presented products and services to prospective...
Q.A.
Monitored QA procedures for adherence by employees, notifying personnel of non-compliance issues., Prepared reports to communicate results of quality inspection activities to management., Analyzed quality assurance data to identify trends and develop and implement corrective action plans.,...
Sales
Managed high-volume of inbound and outbound customer calls., Asked probing questions to determine service needs and accurately input information into electronic systems., Suggested suitable options for unavailable products and services to retain customers., Helped customers find specific products,...