Candyse Wall
Prairieville,LA
Summary
Efficiency-driven office administrator with diligent approach to handling financial, employee and office records. Respectful and well-spoken with team members, managers and customers. Smoothly coordinate teams and supplies to accomplish daily office goals.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Insurance Sales Agent
Price LeBlanc Lexus
Baton Rouge, LA
03.2023 - Current
- Responded to inquiries and explained product features and service advantages to potential customers.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Developed appropriate quotes based on risk information.
- Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
Branch Office Administrator
Edward Jones
Baton Rouge, LA
06.2022 - 02.2023
- Coordinated with other supervisors, combining group efforts to achieve goals.
- Upheld high standards of customer services by responding to inquiries, needs and problems.
- Developed and expanded financial planning relationships with customers through loyal and dedicated service.
- Completed financial transactions including processing transfers, estates and deposits for clients.
- Assisted organizational efforts by filing, entering data and answering phones.
Fitness Instructor and Health Coach
Trinity Holistic Health and Training
Baton Rouge, LA - Louisiana
10.2019 - 05.2022
- Monitored form and technique in group environments to maintain individual safety.
- Offered fitness advice and inspiration during coordinated class events for club members.
- Assessed client nutrition goals, progress and challenges to offer further assistance in meeting personal goals.
- Created social media marketing strategies and oversaw management of accounts.
Insurance Agent
PMA USA , Washington National Insurance company
PRAIRIEVILLE, LA - Louisiana
10.2017 - 10.2019
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Generated new leads and identified potential clients by using successful direct marketing strategies.
- Monitored clients' insurance coverages to ensure changing needs were met.
Health Educator
Gonzales Health Unit
Gonzales, LA
09.2010 - 09.2016
- Screened clients for variety of health risk factors to make appropriate referrals.
- Presented public talks to promote specific topics and work of organization.
- Reviewed and maintained operation records and reports to facilitate health education programs.
Education
Bachelor of Science - Family And Consumer Science, Conc. Nutrition
Southeastern Louisiana University
Hammond, La05.2010
Skills
- Communication and Interpersonal Connection
- Administration and Reporting
- Work Planning and Prioritization
- Teamwork and Collaboration
- Relationship and Community Building
- Managing Operations and Efficiency
- Computer Skills
- Professional and Courteous
Certification
- Licensed Insurance Agent in Health, Life, Accident, Property and Casualty in Louisiana.
Timeline
Insurance Sales Agent
Price LeBlanc Lexus
03.2023 - Current
Branch Office Administrator
Edward Jones
06.2022 - 02.2023
Fitness Instructor and Health Coach
Trinity Holistic Health and Training
10.2019 - 05.2022
Insurance Agent
PMA USA , Washington National Insurance company
10.2017 - 10.2019
Health Educator
Gonzales Health Unit
09.2010 - 09.2016
Bachelor of Science - Family And Consumer Science, Conc. Nutrition
Southeastern Louisiana University
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