Terriona Peete

• Stayed up to date with changes in tax laws and regulations, ensuring ongoing compliance with the most current tax requirements.
  • Provided taxpayers with information regarding tax obligations and potential penalties for non-compliance
  • Reviewed taxpayer requests for installment agreements, analyzing financial circumstances and determining appropriate payment plans based on IRS guidelines.
  • Communicated with taxpayers to discuss their eligibility for installment agreements, explaining payment terms, deadlines, and consequences of non-compliance.
  • Processed installment agreements, ensuring accurate documentation and proper setup in IRS systems
  • Stayed current with changes to IRS rules and policies regarding installment agreements, ensuring accurate and up-to-date procedures were followed.

•Performed cycle counts and inventory control to accurately track product levels.
•Kept storage areas organized, clean, and secure to fully protect company assets.
•Packed items into appropriate containers for shipment.
•Read production orders, work orders, shipping orders and requisitions to determine items to be moved, gathered, or distributed.
•Used hand-held scanners and physical logs to accurately track item movements.
•Loaded and unloaded materials onto and off of trucks for fast shipment

• Increased sales by offering advice on purchases and promoting additional products
• Achieved monthly sales goals by promoting product benefits and enrolling new clients
• Retained excellent client satisfaction ratings through outstanding service delivery
• Trained and mentored recent sales representatives
• Increased sales by offering consultation on products and services and applying customer service and upselling techniques
• Developed and delivered engaging sales presentations to convey product benefits
• Reached out to customers after completed sales to evaluate satisfaction and determine immediate service requirements
• Cold-called leads and closed substantial number of latest sales over
• Maintains base knowledge of insurance terms and practices along with various company offered products
• Created strategies to develop and expand sales of services to existing customers which resulted in a significant increase in annual revenue

• Helped large volume of customers every day with positive attitude and focus on
• Maintained accurate customer records and updated databases to ensure effective communication and follow-up
• Ensures accuracy and timeliness in responding to inquiries
• Built long-term, loyal customer relations by providing top-notch service and detailed order, account, and service information
• Answers member questions and resolves problems with members' accounts
• Logged call information and solutions provided into internal database
• Utilize appropriate resource materials to own interactions in order to effectively and accurately interpret
• Analyze customer feedback and data to identify trends, opportunities, and areas for improvement

• Supported and trained a group of incoming staff members to achieve and maintain top client satisfaction
• Developed training programs using classes and instructional methods to support long-term employee development and performance objectives
• Produced targeted instructional materials and training curriculum focused on the Handler position for organizational implementation
• Updated training records and curriculum materials database routinely, ensuring accuracy and availability of all required documentation
• Conduct regular performance evaluations, provide coaching, training, and development opportunities for team members