Summary
Overview
Work History
Education
Skills
Affiliations
References
Timeline
Generic

Kassidy Conkling

Ocala

Summary

Highly skilled Pension Specialist with deep understanding of retirement plan administration, pension laws, and compliance. Demonstrated ability to deliver high-quality customer service, providing comprehensive guidance to clients on diverse pension matters. Strengths in problem-solving, analytical thinking, and communication have led to significant improvements in client relations and operational efficiency. Motivated to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

8
8
years of professional experience
2016
2016
years of post-secondary education

Work History

Pension Specialist

TELUS Health
Ocala
03.2022 - Current
  • Processed pension inquiries and provided accurate information to clients.
  • Maintained detailed records of client interactions and transactions securely utilizing call center systems.
  • Communicated policy changes to clients ensuring clarity and understanding.
  • Responded promptly to inquiries from participants about their individual accounts.
  • Reviewed documentation submitted by participants seeking loans or distributions from their accounts.
  • Educated clients on rules and regulations of retirement plans and answered related questions.
  • Assisted clients in understanding pension options and benefits available.

Health Benefits Specialist

Aston Carter
St. Cloud
09.2021 - 02.2022
  • Assisted employees in understanding health insurance options and enrollment processes.
  • Managed health benefits inquiries through effective communication with employees and vendors.
  • Coordinated open enrollment sessions to educate employees on available benefits plans.
  • Maintained detailed records of employee benefit selections and changes in the system.
  • Assisted employees with understanding their health care options, such as HMOs and PPOs.
  • Reviewed and processed health benefit claims to ensure accuracy of information.
  • Provided technical support by troubleshooting complex problems related to employer-sponsored group insurance policies.
  • Resolved customer complaints concerning coverage or billing discrepancies in a timely manner.
  • Kept employee information safe and secure.

Cashier

Target
Edmond
02.2021 - 07.2021
  • Processed customer transactions efficiently and accurately.
  • Maintained cleanliness and organization of checkout area.
  • Operated POS system efficiently and accurately, processed payments by cash, check, credit card, gift card or automatic debit.
  • Greeted customers and answered any questions they had about the store's products and services.
  • Performed other duties as assigned by management.
  • Learned roles of other departments to provide coverage and keep store operational.

Customer Service Cashier

Bed Bath & Beyond
West Lafayette
06.2017 - 02.2021
  • Processed customer transactions using point-of-sale systems efficiently.
  • Maintained cleanliness and organization of the checkout area consistently.
  • Resolved customer complaints and concerns with professionalism and empathy.
  • Supported inventory management by restocking shelves as needed.
  • Collaborated with team members to enhance customer service experiences.
  • Trained new cashiers on procedures and customer service standards effectively.
  • Greeted customers and provided friendly customer service.
  • Assisted co-workers with tasks as needed to ensure smooth operations of the store.
  • Answered incoming phone calls from customers regarding product availability or store locations.
  • Balanced cash drawers at the end of each shift.
  • Recommended, selected, located, and obtained products to meet customer needs.

Education

Homestead Senior High School
Fort Wayne, IN

Skills

  • Benefits administration
  • Customer relationship management
  • Effective communication
  • Record keeping
  • Problem solving
  • Time management

Affiliations

  • Graduated HS with Honors
  • Completed over 120 hours of college credit hours
  • Arc reader/editor for indie authors
  • Bookbinding

References

References available upon request.

Timeline

Pension Specialist

TELUS Health
03.2022 - Current

Health Benefits Specialist

Aston Carter
09.2021 - 02.2022

Cashier

Target
02.2021 - 07.2021

Customer Service Cashier

Bed Bath & Beyond
06.2017 - 02.2021

Homestead Senior High School

Similar Profiles

CREATE PROFILE