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Kelsey Beaty

Kelsey Beaty

Agent | Associate


Education

Concordia University (Irvine, CA)            

Degree: Bachelor of Arts

Major: Business Administration

 Irvine Valley College       

Work Experience

Heath Benefit Partners (Mission Viejo, CA)       June 2013- January 2016

Account Manager

  • Shopping the market for benefit renewal options
  • Creating spreadsheets with renewal information to give employers
  • Creating enrollment guides to distribute to employees
  • Interacting and building relationships with 250 clients
  • Managing client accounts with enrollments and terminations
  • Handling employee and employer issues with insurance carriers

Activities

Students in Free Enterprise- Concordia University        Aug. 2012- Jan. 2013

Mission Trips

-Johannesburg, South Africa                           June 2011

-Los Angeles, CA             July 2010

Skills

  • Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Access, QuickBooks and Estimate
  • Proficient with Macintosh and PC computers