Summary
Overview
Work History
Education
Skills
Timeline
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Lucas Le

Minneapolis

Summary

Full time position as a tax advisor managing my own book of clientele, before and during tax season.

Overview

3
3
years of professional experience

Work History

Dental Receptionist

Inspired Smiles
Bernville
02.2024 - 08.2025
  • Greeted patients warmly and managed front desk operations efficiently.
  • Coordinated with dental staff to facilitate smooth patient flow.
  • Processed insurance claims and verified patient coverage information promptly.
  • Collected payments from patients in accordance with established policies and procedures.
  • Demonstrated proficiencies in telephone, e-mail, fax, and front-desk reception within high-volume environment.
  • Performed bookkeeping duties, preparing and sending financial statements or bills.

Operations Manager

Encouraging Leaders
Minneapolis
10.2023 - 02.2024
  • Managed daily operations for team projects and initiatives.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Structured HR consulting services to support clients during organizational developments and changes.
  • Monitored progress by establishing plans, budgets and measuring results.

Insurance Broker

Mai Naovalath - State Farm
Crystal
03.2022 - 10.2023
  • Assisted clients in selecting appropriate insurance coverage options.
  • Conducted thorough policy reviews to ensure client satisfaction and compliance.
  • Developed strong relationships with clients through effective communication and support.
  • Processed insurance applications and policy changes efficiently and accurately.
  • Educated clients on insurance policies, benefits, and claims processes.
  • Interviewed prospective clients to learn about financial needs and discuss existing coverage.
  • Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.

Education

Bachelor of Science - Accounting

University of Minnesota
Crookston
05-2026

High School Diploma -

Richfield High School
Richfield, MN
06-2022

Skills

  • Financial analysis
  • Accounting principles
  • Microsoft Excel
  • Customer service
  • Data entry
  • Insurance processing
  • Spanish fluency

Timeline

Dental Receptionist

Inspired Smiles
02.2024 - 08.2025

Operations Manager

Encouraging Leaders
10.2023 - 02.2024

Insurance Broker

Mai Naovalath - State Farm
03.2022 - 10.2023

Bachelor of Science - Accounting

University of Minnesota

High School Diploma -

Richfield High School

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Lucas Le