Summary
Overview
Work History
Education
Skills
Timeline
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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
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
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
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, Idaho
06.1989

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

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Candy Beck