Candy Beck
Idaho Falls,ID
Summary
Organized and dedicated individual with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.
Overview
15
15
years of professional experience
Work History
Insurance and Health Specialist
Club Apple
2030 Jennie Lee Drive
09.2021 - 09.2023
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
- Responded to customer inquiries regarding health insurance coverage and policies to assist with informed decision-making.
- Provided comprehensive customer service to drive client satisfaction.
- Monitored changes in health insurance laws and regulations to verify continuous compliance.
- Developed and implemented marketing strategies to drive health insurance sales.
- Educated clients on insurance policies and procedures.
Bookkeeper
Beck's Bovine Beauties
1210 S 2700 W, Aberdeen, Idaho 83210
01.2011 - 12.2019
- Maintained and processed invoices, deposits, and money logs.
- Completed payroll for employees and maintained detailed records of procedures.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Reconciled and corrected issues with financial records.
- Established QuickBooks accounting system to reflect accurate financial records.
- Identified accounting errors when cross-referencing documents and database information.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
Stockbroker / Financial Advisor
Wells Fargo Advisors
950 Yellowstone St
07.2008 - 12.2010
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Facilitated new client onboarding process and investment account setup.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Education
High School Diploma -
Pocatello Highschool
Pocatello, Idaho06.1989
Skills
- Professional Relationships
- Detailed Documentation
- Quality Assurance Requirements
- Office Operations
- Excellent Communication Talents
- Operational Efficiency
- Administrative Support
- Financial Needs Assessment
- Production Goals
- Critical Thinking
- Customer Relationship Management
Timeline
Insurance and Health Specialist
Club Apple
09.2021 - 09.2023
Bookkeeper
Beck's Bovine Beauties
01.2011 - 12.2019
Stockbroker / Financial Advisor
Wells Fargo Advisors
07.2008 - 12.2010
High School Diploma -
Pocatello Highschool