Summary
Overview
Work History
Education
Skills
Passions
Timeline
Generic

Noah Bruggeman

Mankato,MN

Summary

Analytical professional with technical knowledge and critical thinking skills to thrive in data-driven environments. Tackles challenges with positivity and drive to overcome. Works great with others and clients

Overview

5
5
years of professional experience
3
3
years of post-secondary education

Work History

Associate

Eide Bailly
Mankato, Minnesota
07.2023 - 06.2026
  • Assisted clients with preparation of 1094c & 1095c forms
  • Employee retention credit preparation
  • State and federal regulation research and compliance
  • Managed client communications to ensure timely responses and updates.
  • Trained new associates on store operations, policies, and procedures.
  • Analyzed financial data to identify trends and areas for improvement.
  • Collaborated with other departments to ensure successful product launches.
  • Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
  • Collaborated with team members on Medicare cost report processes and review procedures.
  • Prepared Medicare and Medicaid cost report for hospitals, skilled nursing facilities, and basic care facilities.

Insurance Agent

Northwestern Mutual
Mankato, MN
06.2021 - 09.2021
  • Developed relationships with new clients through cold calling and referrals from existing customers.
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
  • Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
  • Developed and implemented comprehensive insurance plans for clients according to their individual needs.

Education

Bachelor of Science - Business

Minnesota State University, Mankato
Mankato, MN
09.2020 - 12.2023

Skills

  • Financial analysis
  • Client communication
  • Document management
  • Training development
  • Data analysis
  • Problem solving
  • Computer skills
  • Team collaboration

Passions

  • Fitness
  • Golf
  • History
  • Sports (MLB, NFL, Formula one racing)
  • Cars
  • Watching/listening to podcast to stay up to date with financial news around the world

Timeline

Associate

Eide Bailly
07.2023 - 06.2026

Insurance Agent

Northwestern Mutual
06.2021 - 09.2021

Bachelor of Science - Business

Minnesota State University, Mankato
09.2020 - 12.2023
Noah Bruggeman