United States
• Analyzed auditing & filing process to determine unclaimed funds and submitted application for $35,000 in funds owed to CareSource • Researched previous tax forms to create shell data for future tax filings including the 1120 form for corporations • Utilized tax and accounting software such as OneSource and SAP to integrate and streamline tax filing processes following company acquisitions
• Developed leads based on customer needs using internal company data to market the appropriate products and services via digital marketplaces • Collaborated with agents via weekly team meetings to establish and meet marketing goals • Increased rental insurance traffic from 0 to 30 monthly inquiries and 20% close rate by using digital and physical marketing products