Lifetime Benefits Financial Planning LLC 

Affiliate Marketing 

Lifetime Benefits Financial Planning, LLC

*Completed coursework in publishing to enhance knowledge and skills, actively participating in classes and workshops to broaden understanding, resulting in a comprehensive grasp of industry standards and practices.
Authored and published debut book, demonstrating creativity and commitment to storytelling, employing disciplined writing routines and feedback integration, and achieving positive reader reviews.
*Acquired knowledge of editing and formatting by utilizing online resources and mentor feedback to refine skills, ensuring polished manuscripts and adherence to publishing guidelines.
*Continuously expands marketing expertise and authorship capabilities during personal time, engaging in ongoing self-education and networking within literary circles. Facilitates the development and promotion of additional books and broadens reader reach and author brand recognition.

Author

Intuit TurboTax

*Provide expert guidance to customers via phone and video by navigating them through the tax software program to ensure optimal usage and resolve issues promptly.
*Identify and resolve data entry errors by enhancing program accuracy and customer satisfaction while maintaining high service standards.
*Leveraging strong organizational skills and prioritization techniques, executing tasks promptly and efficiently, and consistently meeting or exceeding service-level agreements have increased productivity and customer satisfaction ratings.
*Achieved outstanding performance scores on reviews, reflecting consistently high levels of customer service and expertise) by maintaining a proactive approach to learning and improving skills, contributing to a positive team reputation, and fostering client loyalty.

Product Expert

Self Employed

*Acquired knowledge of various life and health insurance products by participating in training programs and industry-specific conferences to develop expertise to effectively match insurance solutions with client needs.
*Used outside client-based leads to acquire new clients, identify and engage potential clients through proactive outreach, and successfully onboarded new clients, contributing to revenue growth.

Insurance Agent

Adamson Karate

*Progressed from desk staff to multi-site manager over 11 years by consistently demonstrating leadership and operational skills, resulting in enhanced efficiency and staff performance across multiple locations.
*Delivered comprehensive training to staff members on new software systems by conducting hands-on sessions and developing instructional materials, ensuring a smooth transition and improved team proficiency.
*Supervised desk staff and managed daily operations by implementing structured schedules and monitoring task execution, leading to high service efficiency and a well-organized work environment.
*By organizing and leading team meetings and promotional events, I prepared agendas and coordinated logistics, resulting in the successful execution of promotional strategies. This effective team communication was a key factor in our success.
*Delivered exceptional customer service and drove sales growth by utilizing extensive product knowledge and problem-solving skills to foster strong client relationships. This resulted in high satisfaction rates and successful promotion of company programs and products to new clients.

Office Manager

Gymboree Play & Music

Teacher

As a dedicated Office Manager and a Customer Service Representative, I maximize engagement through meticulous attention to detail and clear communication. 

At Intuit TurboTax, I was a product expert, and my proficiency in software applications was pivotal in enhancing user experiences. My disciplined approach and innate ability to foster comfort through phone and presentation skills contributed significantly to efficiently resolving customer queries and heightened product satisfaction.

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