James Beckmann
Louisville,Kentucky
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Focused Accounting Intern versed in researching issues and reconciling balance sheets. Offering exceptional attention to detail, dynamic analysis skills and strong financial knowledge.
Overview
1
1
year of professional experience
Work History
Licensed Insurance Agent Intern
Colonial Life
08.2022 - Current
- Leveraged knowledge of company insurance products and services to advise customers on product selections.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- conducted client customer service calls to help maintain long term relationships
- Obtained my life and health insurance licenses
- Calculated quotes and educated potential clients on insurance options.
- Assessed the needs of individual customers and enrolled in suitable protection plans.
- prepared quotes for brokers and potential clients
- managed scheduling of multiple team members to staff open enrollment meetings
Accounting Intern
Material Handling Systems
06.2022 - 08.2022
- Assisted with month-end closing and reporting duties.
- Completed closing and reporting functions and prepared journal entries.
- Applied principles of accounting to analyze financial information and prepare financial reports.
Education
High School Diploma -
University of Kentucky
Lexington, KY05.2025
Skills
- Excel
- Insurance Eligibility
- Productivity Standards
- New Client Acquisition
- expressive, outgoing
- Financial Needs Assessment
- Spreadsheet Tracking
- Produce Financial Statements
- Records Review
- Microsoft office
Timeline
Licensed Insurance Agent Intern
Colonial Life
08.2022 - Current
Accounting Intern
Material Handling Systems
06.2022 - 08.2022
High School Diploma -
University of Kentucky
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