remote program eligibility specialist contract resume example with 10+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:

Eager to apply academic and professional background towards launching a successful career with an employer offering opportunities for professional development in exchange for demonstrated drive and commitment to superior job performance.

  • Self-motivated and organized with over 10 years providing thorough and skillful support to customers and clients
  • Adept at accomplishing multiple tasks simultaneously and working well under pressure
  • Knowledgeable in Salesforce, Microsoft products, Recordkeeping and Data Entry 45wpm
  • Highly organized, analytical thinker with strong communication skills, reliable and trustworthy
  • Hardworking, energetic and engaging, excellent trainer and mentorship
  • Computer skills, Telephone Etiquette, People Skills, Program Understanding and Advisement
  • Case Management
Tax Support Specialist, 07/2020 to Current
Tidal Basin Group Inc.City, STATE,
  • Provide Tax Support to TurboTax Customers
  • Utilize SalesForce to lookup and view customer accounts.
  • Implemented tax reduction strategies to analyze and minimize tax liabilities.
  • Provide Product/Software inquires as well as with tax questions and calculations
  • Apply defined practices, procedures and company policies to troubleshoot and resolve product and tax support customer inquiries.
  • Interact with customers utilizing strong written and verbal skills as well as deep customer empathy.
  • Adhere to customer service and production metrics as required by Intuit
  • Checked data input or verified totals on forms prepared by others to detect mathematical or procedural errors.
Remote Program Eligibility Specialist - Contract, 09/2021 to 05/2022
Key BankCity, STATE,
  • Review of intake forms to determine client’s eligibility for program benefits such as income verification, amongst other program requirements.
  • Preparing and calculating recommendations for award and resolve issues identified in quality control.
  • Communicate directly with tenants and landlords to ensure that all application materials have been received and vetted.
  • Collect, compile, report and maintain necessary data in program tracking systems for statistics and reporting. Perform other duties as assigned.
  • Manage production goals and meet case management deadlines in a fast-paced work environment.
Remote Customer Specialist (Fraud Dept) - Contract, 10/2019 to 09/2021
TruStageCity, STATE,
  • Resolution of member inquiries which have been escalated by Member Services Representatives.
  • Research and resolve internal and external member inquiries regarding card activity.
  • Review chargeback and arbitration documents pertaining to card fraud cases in a timely and accurate manner and if required, contact the cardholder.
  • Keep up with network rules and regulations, including but not limited to third party vendor card processor regulations such as, Master Card and Regulation E.
  • Act as liaison with card processor vendors regarding dispute resolution and charge backs.
  • Resolve all member disputes in a timely manner per Regulation E and Z.
  • Process ATM and debit card claims from lost, stolen or fraud activity in work queues. Provide provisional credit to members who have filed a card dispute as deemed necessary.
  • Review account closing packages related to debit and credit card disputes. Perform other duties as assigned.
Remote Life Insurance Agent - Contract, 01/2021 to 08/2021
H&R BlockCity, STATE,

• Contacts prospective clients about insurance products and policies.
• Converse with potential clients to discuss adequacy of existing insurance coverage and related financial resources.
• Explains various insurance policies and products to potential and existing clients; guides clients in selecting coverage to best meet their needs.
• Suggests modifications and updates to clients existing insurance policies.
• Builds customized insurance policies and packages to meet clients needs.
• Processes insurance policy renewals.
• Assists clients with filing insurance claims.
• Maintains print and electronic records and files as required.
• Performs other related duties as assigned.

Office Manager; Tax Advisor, 10/2011 to 06/2020
Company NameCity, State,
  • Manage office staffing, operations, and logistics for two or more offices as well as lead tax office associates to meet and exceed growth and service quality goals.
  • Grow business through developing local partnerships, managing office community involvement, modeling and coaching sales and new client growth tactics.
  • Produced US and state income, gift tax and estate tax returns for individuals and businesses.
  • Collected detailed information and required paperwork from clients to complete tax returns. Determine clients' eligibility for tax credits, abatements or deductions through careful research and oversight.
  • Reduce errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
  • Finalized and processed paperwork with local, state and federal government authorities. Liaised between clients and tax authorities such as IRS representatives.
  • Worked closely with team members to deliver project requirements, develop solutions and meet deadlines and service goals.
  • Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
Education and Training
Certification: Life, Health, Annuities And Variables, Expected in 01/2021
XCEL Solutions - Orlando, FL,
  • License 215 W088855
Bachelor of Science: Accounting And Business Management, Expected in 12/2012
Strayer University - Orlando, FL
Associate of Arts: Business Administration, Expected in 12/2009
Valencia College - Orlando, FL

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Resume Overview

School Attended

  • XCEL Solutions
  • Strayer University
  • Valencia College

Job Titles Held:

  • Tax Support Specialist
  • Remote Program Eligibility Specialist - Contract
  • Remote Customer Specialist (Fraud Dept) - Contract
  • Remote Life Insurance Agent - Contract
  • Office Manager; Tax Advisor


  • Certification
  • Bachelor of Science
  • Associate of Arts

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