Eddie Beckstrom
Student of Personal Finance at University of Wisconsin-Madison
- Role
- Insurance and Financial Services Intern at State Farm
- Location
- Madison, WI, US
- LinkedIn followers
- 500 followers
Experience
Insurance and Financial Services Intern
Jun 2025 — Present · Madison, WI, US
Respond to inquiries about insurance, eligibility, and billing; provide customer service to current clients- Make outbound calls to prospects, assist with marketing materials, and attend local events to build brand awareness- Help with daily office operations and learn how to use agency computer systems and CRM software- Perform general office duties such as data entry, filing, scanning, and maintaining client files- Collaborate with colleagues to learn and implement financial products- Maintain our renters’ program with 75 new clients to promote our renters’ insurance- Assist with data collection, cleanup, analysis, and reconciliation for client accounts and financial reports- Shadow professionals in different departments to learn about various roles and gain an understanding of the industry\'s operations
Education
Stoughton Highschool
High School Diploma
University of Wisconsin-Madison
Bachelor of Science - BS, Personal Finance
University of Wisconsin-Milwaukee
Bachelor of Business Administration - BBA, Banking, Corporate, Finance, and Securities Law
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