Dana Beam
Lodi
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
10
10
years of professional experience
2004
2004
years of post-secondary education
1
1
Certification
Work History
Financial Advisor
Western and Southern Life
4000 Embassy Parkway
08.2025 - Current
As a sales-focused role, responsible for prospecting, servicing customers, selling investment products, such as a life Insuranc, annuities and financial solutions. I have built a client base, conduct in-person consultations and develop community relationships.
Account Manager
State Farm
Medina
11.2023 - 08.2025
- Managed client accounts to ensure satisfaction and retention.
- Developed insurance policy recommendations based on client needs.
- Coordinated communication between clients and underwriting teams.
- Educated clients on coverage options and policy updates.
- Analyzed client feedback to improve service delivery processes.
Patient Advocate
University Hospitals of Cleveland
Cuyahoga Falls
11.2015 - 11.2023
- Advocated for patient needs and preferences during care planning discussions.
- Coordinated communication between patients, families, and healthcare providers.
- Resolved patient inquiries and concerns with empathy and professionalism.
- Assisted in navigating insurance processes and benefits for patients.
- Facilitated communication between providers, patients, and family members.
- Provided emotional support to patients and their families during difficult times.
- scheduled appts
Education
Associate of Science -
Ohio Business College
Elyria, OH 03.2004 - 03.2006
Vermilion High School
Vermilion, OHSkills
- Investment products
- Financial reporting
- Risk assessment
- Client segmentation
- Portfolio management
- Customer relationship management
- Sales strategy development
- Regulatory compliance
- Effective communication
- Relationship building
- Negotiation techniques
- Problem solving
- Team collaboration
- Sales and marketing
- Time management
- Insurance planning
- Retirement planning
- Customer service
- Insurance product knowledge
- Making insurance decisions
- Attention to detail
- Sales expertise
- Problem-solving
- Planning for retirement
Certification
- Life/Health licensed in Ohio-current
- Property/Casualty-current
- SIE-I have the class completed. I just have to schedule exam.
Timeline
Financial Advisor
Western and Southern Life
08.2025 - Current
Account Manager
State Farm
11.2023 - 08.2025
Patient Advocate
University Hospitals of Cleveland
11.2015 - 11.2023
Associate of Science -
Ohio Business College
03.2004 - 03.2006
Vermilion High School