Anna Smallbeck: in Poulsbo, WA

Act as Brand Ambassador throughout tax season. Schedule clients with matched Tax Professionals. Successfully communicate with clients, Tax Professionals, and supervisors in a fast-paced environment. Perform administrative duties throughout shifts. Discretely gather, confirm, and dispose of personal data. Demonstrate professionalism, organization, and flexibility during work time. Prepare and file documents for review by tax professionals, clients, and for audits. Further skills in deescalating conflicts. Regularly resolve queries related to clients. Promote offers in-store and over the phone. Inform office of marketing analytics when opening.

Guided clients in the process of finding Producers and Client Service Representatives for their insurance policies. Assisted clients, CSRs, and Producers in the application process. Demonstrated attention to detail and organization under Producers and Client Service Representatives. Utilized initiative in written and oral communication with supervisors and adapt to changing needs. Processed information as needed. Used teamwork and communication in accomplishing goals. Edited and created sections of the position's manual utilizing Microsoft Word, Publisher, and technical writing. Monitored as many as three desks' workloads at once. Interpreted and explained endorsements, audits, cancellation notices, and other insurance-related documents. Utilized experiences from desk to desk, building on what I had learned in one department and incorporating it into the next one. Trained one to two employees as I moved to higher position (this training occurred four separate times). Assisted Producer in account management with accounts spanning across the nation. Arranged and processed and managed payments of agents and clients. Worked with IT Manager to set-up computers and applications. Researched applicants and insureds to correct and ensure information on applications and policies. Created graphics for anti-backbiting project.

Acted as Director's Assistant, Marketing Coordinator, and Office Assistant. Managed Port Orchard Chamber of Commerce and Port Orchard tourism social media accounts (Facebook, Instagram, Pinterest, Twitter) and websites. Recorded payments and invoices, then followed with event reconnaissance using Excel and Quickbooks. Processed payrolls, event payments, sales, and membership dues. Created templates and graphics using Adobe Creative Cloud and Canva for events, invitations, members, and updates representing the Chamber of Commerce and Chamber members. These could be recycled for future Chamber updates. Facilitated Chamber Luncheons, special events, and after-hours events. Analyzed social media analytics for several accounts on Facebook, Twitter, and Instagram. Wrote and edited content for newsletters, websites, and social media content. Directed potential members towards resources and inform them of rates and amenities accompanying the lifetime of their membership. Held constant communication between board members and Executive Director.

Coordinated with clients' schedules and needs. Communicated with Tax Professionals and Branch Managers. Worked with complex and sensitive materials. Practiced diplomacy and human relations skills. Maintained confidentiality and client-tax professional relationships. Acted as Brand Ambassador. Anticipated clients' needs while following, interpreting, and administering policies and procedures. Practiced record management skills according to company policy. Monitored service quality. Collaborated in projects for Tax Experts and Enrolled Agents. Created and edited text documents and spreadsheets for offices. Recognized for driving sales by District General Manager.

Measured, recorded, and reported length of throws and overall scores. Multi-tasked in various weather conditions. Negotiated stressful situations between coaches, participants, and parents. Managed participants, coaches, and parents. Utilized policies and procedures. Communicated effectively with others to find any inaccuracies or discrepancies in final scoring. Supervised and trained student employees under official Washington Interscholastic Activities Association track and field regulations. Maintained score reports and files for management.

Drove Isuzu N- Series trucks through campus on designated runs. Assisted and educated residents of dorms through routes and event outreach for multiple events. Aided and coordinated in projects at the center such as the Recycle Center's Instagram and university events. Worked with and helped train all-student team of employees while demonstrating effective use of time. Regularly lifted 75 pounds at a time. Communicated with and processed information given from faculty, staff, and students on campus and off.

Acted as Assistant to the Director of Finance, Website & Systems Administrator, and the Executive Director. Input information into the association’s database using iMIS. Created and edited with Microsoft Word and Excel frequently while managing clerical duties and balancing use of time. Reviewed quantitative and qualitative data and updated website. Managed lists and prepared decorations for member events. Discretely managed and disposed of records according to Washington State Association for Justice policy. Assisted in filing and processing payments and claims for accounting and legal review.