Summary
Overview
Work History
Education
Skills
Customer Service Comments
Timeline
Generic

Shelley Beckstead

Erda

Summary

Accomplished professional with extensive experience in business development, process optimization, automation, and strategic planning. Expertise in project management, data analysis, and investment decision-making. Highly skilled in developing initiatives to streamline and standardize business operations. Seeking to leverage background to take the next career step with a respected organization that rewards talent, hard work, and results.

Overview

28
28
years of professional experience

Work History

Membership Customer Service Executive

AAA-ACG
09.2024 - Current
  • Handle incoming calls, verifying membership, and helping members with their account by taking renewal payments, updating addresses, upgrading their plan, adding and deleting associates, sign up new members, patiently helping members log into their accounts online and building a rapport while discussing their needs.
  • Programs: POC, Salesforce, Teams, Notes, Gen Cloud telephone system, and Excel
  • Excellent follow through when research is required.
  • Proficient speaking and writing skills.
  • Excellent customer service scores, see attached comments.
  • Maintained goals and expectations.

Customer Service Representative

The Bowen Group
08.2022 - 04.2024
  • Used Teams, VPN Connection, Cisco, Finesse and Jabber.
  • Kept 90% or better in Adherence, Quality and Attendance.
  • Answer calls from the Veterans or Providers by following script when required and verifying the Veterans identity with their name, DOB, Social Security Number, Phone Number and Email address, following all HIPPA laws.
  • I listened to their issues and helped them by conferring to KMs as a guide and most of the time connecting them to the best department for their issue or answered their questions regarding their benefits.
  • Troubleshoot and walk the caller through online account connectivity with patience and help them verify identity to access their claims, medical records, benefit letters and applications to the many benefits they are entitled to by being sympathetic and understanding.
  • Contractor for the National Veterans Administration

Member Team Services

HealthEquity, Inc
10.2020 - 06.2022
  • Answer customer calls verifying them entering data following company policies and HIPPA laws.
  • Helped customers with their portfolios and investments.
  • Explained benefits and investment options. Researched their issue and resolved in their first call when applicable. If not resolved in first call - returned call timely.
  • Trained clients in software program creating accounts and how to navigate through their options.
  • Remote

Sales Representative

Williams-Sonoma
07.2020 - 10.2020
  • Answered phone calls working remotely, taking orders for the many product lines Williams-Sonoma carries.
  • Entered correct data needed to place orders.
  • Excellent customer service along with patience, kindness and listening skills to instill Williams-Sonoma is a great company and will be a returning customer.
  • Remote

Customer Service Representative/Part-time

NexRep LLC
06.2020 - 10.2020
  • Answered calls remotely selling several different infomercial products.
  • Had to enter personal information correctly like their name, mailing and billing addresses, credit card information, email and phone number.
  • To read script or could use own wording as long as the general meaning of the script wasn’t lost and had to read certain legal parts of the script word for word.
  • Remote

Infrastructure Specialist

Elwood Staffing
South Jordan
01.2011 - 01.2020
  • Kept up to date floorplans for over 100 branches to scale using Visio.
  • Gathered all information needed to open, close or move branches, ie, internet, ordering number of phones, wiring and installation of everything by the date given. Every project was completed on time.
  • Troubleshoot phone issues by training new hires and programming employees' phones to their individual needs and the branch as a whole.
  • Issued cell phones and remote devices to all executives and branch managers, keeping track when transferred to new users. Used Excel to list over 200 devices. Trained and helped troubleshoot devices when required.
  • South Jordan

Medical Records/Executive Assistant

Intermountain Home Care
01.1998 - 01.2011
  • Worked in the Medical Records Department using precise data entry from paper copy to digital form in company software program. Faxed Dr, approval forms to their office and confirmed all returned copies and filed correctly.
  • Followed all the laws and regulations as outlined by HIPPA.
  • Handled all medical records requests faxed in from Physicians.
  • Executive Assistant to Director of Nursing and her 4 department executives.
  • Arranged all travel arrangements for all quarterly and monthly meetings which included venue, catering of food, travel and hotel arrangements; send invites through Outlook, meeting agendas sent beforehand, typed meeting minutes and distributed to attendees.
  • Handled all the Director’s and Department Executives requirements by using my excellent organization, prioritizing and management skills.

Education

Certificate - Medical Billing And Coding; Terminology/Anatomy

Jordan District Community School
South Jordan, UT
08.2006 - 09.2006

Associates Degree - Business Management, Bookkeeping,

Salt Lake Community College
West Valley City, Utah
03.1985 - 05/1990

Skills

  • Customer service
  • Listening skills
  • Writing skills
  • Talking skills
  • Patience
  • Sympathy
  • Empathy
  • Problem-solving skills
  • Data entry
  • Flexibility
  • Organization
  • Prioritization
  • Adaptability
  • Detail-oriented
  • Self-motivation
  • Team player
  • Selling experience
  • Financial department skills
  • Medical terminology
  • Coding
  • Executive assistant skills
  • Microsoft Suite
  • Word
  • Excel
  • PowerPoint
  • Salesforce
  • Genesis
  • Teams
  • Skype
  • Zoom
  • Cisco
  • Gen Cloud
  • Finesse
  • Jabber
  • Kronos
  • Adobe
  • QuickBooks
  • Quick learning

Customer Service Comments

  • 08/05/25, The employee knew her job, took care of me quickly along with being kind and taking care of my situation, 5
  • 06/22/25, She was fabulous . . . did everything the right way . . . and this is a review from a retired marketing research consultant who specialized in customer satisfaction and service delivery. However, your computer system to renew on-line SUCKS . . . it said i didn't exist! When i spoke to the rep, she congratulated me for being a member for about 45 years., 5
  • 06/09/25, Customer Service lady was extremely helpful & patient with me. She took the time to walk me through each step of getting my online account setup., 5
  • 07/16/25, Shelley was very helpful and knowledgeable. She also showed compassion to me, because of the situation I’m going through. She made everything easy for me and got me through it. I greatly appreciated her., 5
  • 07/26/25, Shelley Ann did a great job helping me upgrade my plan and resetting my auto pay account. I truly appreciate her patience. After my call with Shelley Ann, I was glad the first call in to customer service ended with my call being immediately dropped from the cue as this led me to calling again and getting Shelley Ann! She's an asset for AAA!, 5
  • 06/28/25, She was efficient, knowledgeable, easy to speak with and just generally had excellent customer service skills. I am not very skilled w computers, and she made my experience in updating and renewing my account easy., 5
  • 05/11/25, Very pleasant phone conversation and Shelley was most helpful with my concern. Glad to say that I am a AAA Member and will tell others., 5
  • 05/05/25, First time I’ve talked to her. She was patient with me and answered all my questions. A very good representative for your company., 5
  • 04/27/25, I felt valued- and she was helpful and comfortable to speak with. Happy voice is what I heard as she spoke! Thanks for the opportunity to review and share about my phone call!!, 5
  • 04/20/25, I had a very nice interaction with Shelley. She was very pleasant, professional and friendly. I felt she was interested in my concerns and did everything she could to assist me. I enjoyed talking with her. If you rate on a scale of 1 to 10 Shelley would be rated 10+., 5
  • 03/29/25, Shelley was extremely helpful in understanding my particular issue and concern. She was very nice and friendly. Very 'Professional' in explaining how my concerns could be resolved, which she went 'Beyond The Call of Duty' in helping me to do that. Was very happy with her 'Customer Representation'., 5

Timeline

Membership Customer Service Executive

AAA-ACG
09.2024 - Current

Customer Service Representative

The Bowen Group
08.2022 - 04.2024

Member Team Services

HealthEquity, Inc
10.2020 - 06.2022

Sales Representative

Williams-Sonoma
07.2020 - 10.2020

Customer Service Representative/Part-time

NexRep LLC
06.2020 - 10.2020

Infrastructure Specialist

Elwood Staffing
01.2011 - 01.2020

Certificate - Medical Billing And Coding; Terminology/Anatomy

Jordan District Community School
08.2006 - 09.2006

Medical Records/Executive Assistant

Intermountain Home Care
01.1998 - 01.2011

Associates Degree - Business Management, Bookkeeping,

Salt Lake Community College
03.1985 - 05/1990
Shelley Beckstead