Caitlin Kelso

Executive Assistant at Security State Bank Wyoming
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Contact Information
us****@****om
(386) 825-5501
Location
Greybull, Wyoming, United States, US
Languages
  • English -

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Bio

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Credentials

  • Insurance Agent
    Independent Consultant
    Nov, 2011
    - Nov, 2024

Experience

    • United States
    • Banking
    • 1 - 100 Employee
    • Executive Assistant
      • Jun 2020 - Present

    • New Account Specialist
      • Nov 2018 - Jun 2020

      Provide information to customers regarding Security State Bank's charge card and loyalty programs and helped to open and activate new accounts.

  • Kelso Excavation, LLC
    • Greybull, Wyoming, United States
    • Co-Owner and Operator
      • Feb 2021 - Present

      Offering dirt work and excavation services in the greater Big Horn Basin. Offering dirt work and excavation services in the greater Big Horn Basin.

    • Wrangler
      • Jun 2018 - Nov 2019

      Seasonal equestrian work providing guests with exceptional hospitality by coordinating and managing activities with efficiency and professionalism. Worked with individuals and small groups to create a custom and truly unforgettable experience to maintain 30+% guest return rate. Seasonal equestrian work providing guests with exceptional hospitality by coordinating and managing activities with efficiency and professionalism. Worked with individuals and small groups to create a custom and truly unforgettable experience to maintain 30+% guest return rate.

    • United States
    • Insurance
    • 700 & Above Employee
    • Licensed Team Member
      • Aug 2016 - Apr 2018

      Licensed insurance producer in property, casualty, life, health, limited lines and surety. I currently excel at presenting and clearly explaining insurance policy options to clients based on their needs and goals. Responsible for pursuing potential clients in a growing community. Licensed insurance producer in property, casualty, life, health, limited lines and surety. I currently excel at presenting and clearly explaining insurance policy options to clients based on their needs and goals. Responsible for pursuing potential clients in a growing community.

    • United States
    • Insurance
    • 1 - 100 Employee
    • Insurance Agent
      • Feb 2016 - Aug 2016

      Fully licensed insurance agent specializing in commercial properties and developing new leads in the greater North Central Montana region. Fully licensed insurance agent specializing in commercial properties and developing new leads in the greater North Central Montana region.

    • United States
    • Insurance
    • 700 & Above Employee
    • Licensed Team Member
      • Jan 2015 - Feb 2016

      Licensed insurance producer in property, casualty, life, health, limited lines and surety. A vital team member responsible for developing innovative marketing strategies to both retain and expand customer base. Qualify and facilitate auto loans and provide extensive knowledge of plan benefits. Licensed insurance producer in property, casualty, life, health, limited lines and surety. A vital team member responsible for developing innovative marketing strategies to both retain and expand customer base. Qualify and facilitate auto loans and provide extensive knowledge of plan benefits.

    • Insurance Agent
      • Feb 2014 - Jan 2015

      Licensed insurance producer selling health, life and disability products. Processed applications, corrections and cancellations. Compiled coverage and rating information in an accessible format and assisted clients with health claims and provided extensive knowledge of plan benefits. Licensed insurance producer selling health, life and disability products. Processed applications, corrections and cancellations. Compiled coverage and rating information in an accessible format and assisted clients with health claims and provided extensive knowledge of plan benefits.

    • Clerical Assistant
      • Mar 2014 - Sep 2014

      Offered part time assistance distributing study drug in a controlled environment. Organized research material, created and maintained patient schedules and operated front desk duties. Offered part time assistance distributing study drug in a controlled environment. Organized research material, created and maintained patient schedules and operated front desk duties.

    • United States
    • Insurance
    • 700 & Above Employee
    • Licensed Team Member
      • Oct 2011 - Feb 2014

      Licensed insurance producer in property, casualty, life, health, limited lines and surety. Responsible for developing new leads and clientele. Assist clients with various insurance and banking needs. Licensed insurance producer in property, casualty, life, health, limited lines and surety. Responsible for developing new leads and clientele. Assist clients with various insurance and banking needs.

Education

  • Carroll College
    Bachelor of Arts (B.A.), Finance
    2004 - 2007
  • Carroll College
    Bachelor of Arts - BA, Marketing
    2004 - 2007
  • Fergus High School
    2000 - 2004

Community

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