Kurt Margolis
Kinistino,SK
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude.
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position.
Overview
28
28
years of professional experience
Work History
Income Tax Preparer
Self Employed Services
01.2000 - Current
- Completed and filed personal returns for individuals and farm clients with CRA.
- Built strong relationships with clients through excellent communication skills, ensuring repeat business year after year.
- Maximized client savings by identifying deductions and tax credits through thorough review of financial documents.
- Maintained confidentiality of client information by securely storing documentation and implementing strict privacy protocols.
- Demonstrated attention to detail while preparing complex tax returns for individuals, partnerships, corporations, and trusts.
- Communicated proactively with clients about missing or incomplete documentation needed for accurate tax return completion.
- Ensured accuracy in tax returns by meticulously reviewing entries for errors and discrepancies.
Motor License Issuer/Insurance Broker
L Margolis Insurance Agency Ltd.
08.1997 - 09.2021
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Assisted clients with claims processing, ensuring a smooth experience during difficult times.
- Calculated quotes and educated potential clients on insurance options.
- Sold Home, Auto and Farm insurance policies to new and existing customers.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Finalized sales and collected necessary deposits.
- Collected premiums on or before effective date of coverage.
- Calculated premiums and established payment methods for sales.
- Handled approximately 25 inbound calls per week in relation to insurance policies and coverages as well as Motor Licensing questions and transactions.
Education
High School Diploma -
Kinistino High School
Kinistino06.1990
Skills
- Deadline oriented
- Computer Skills
- Client confidentiality
- Organization skills
- Relationship building
- Client communication
- Verbal/written communication
- Data inputting
Accomplishments
Served on Kinistino Town Council from 2000-2012
Treasurer for Kinistino Sr Tigers Hockey Club
President of Kinistino Minor Hockey from 2017-2021
Current General Manager of Northeast AA Hockey Program
Served as co-chair for Hockey Day in Saskatchewan held in Kinistino January 2024
Timeline
Income Tax Preparer
Self Employed Services
01.2000 - Current
Motor License Issuer/Insurance Broker
L Margolis Insurance Agency Ltd.
08.1997 - 09.2021
High School Diploma -
Kinistino High School