Summary
Overview
Work History
Education
Skills
Certification
INTERNSHIPS
Languages
Timeline
Generic

STACEY COREA

Summary

Experienced insurance professional with a strong background in client relations, account management, and administrative support. Skilled in managing complex tasks, maintaining accurate records, and delivering exceptional customer service. Seeking to transition into the healthcare field to apply organizational skills, attention to detail, and a passion for helping others in a meaningful way. Highly motivated, adaptable, and eager to learn new skills to contribute effectively to a dynamic healthcare team.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Associate Account Manager

Marsh McLennan Agency
01.2024 - Current
  • Managed client accounts by providing exceptional service, addressing inquiries, and resolving issues promptly.
  • Assisted in preparing and processing insurance applications, renewals, and endorsements.
  • Maintained accurate records of client accounts, policy details, and billing information in compliance with company standards.
  • Collaborated with underwriters and agents to ensure seamless policy management and client satisfaction.
  • Addressed client concerns through proactive problem-solving and strategic thinking.

Volunteer

Kaiser Permanente
01.2024 - Current


• Answered phone calls and patient call lights, providing timely assistance and relaying accurate information to staff and families.
• Maintained organization and inventory by restocking supplies in the supply room and isolation carts.
• Ensured care boards were updated accurately and educated patients and families on their content.
• Supported infection control measures by managing and stocking isolation carts with necessary PPE.
• Fostered a comfortable environment for patients through effective communication and addressing non-clinical needs.

Administrative Assistant

Office Insurance Services
10.2018 - 01.2024

• Directed calls, managed schedules, and set up appointments for clients and team members.
• Provided administrative support, including filing, faxing, scheduling, and processing purchase orders.
• Maintained organization by managing records, client account information, and incoming mail.
• Greeted clients and visitors, maintained the reception area, and ensured excellent customer service.
• Oversaw office operations, including ordering supplies, distributing work orders, and answering customer inquiries.

Receptionist

George Tax Services
01.2016 - 08.2018
  • Welcomed clients, managed front desk, and maintained office efficiency
  • Handled calls, scheduled appointments, and ensured smooth visitor flow
  • Organized office records and tracked mail to support team operations
  • Streamlined front office operations, managing client communications and appointments while maintaining meticulous records for enhanced efficiency
  • Managed multi-line phone system and visitor traffic, ensuring precise message relay and maintaining a welcoming office environment

Education

Associate's Degree - Behavioral Science

Pierce College
Woodland Hills, CA
08-2020

High School or Equivalent -

El Camino Real Senior High School
Woodland Hills, CA
06.2017

Skills

    1 Strong Communication – Engaged effectively with clients, patients, and team members to provide assistance and share important information
    2 Customer Service – Delivered compassionate and empathetic support to individuals in need, ensuring a positive experience
    3 Organizational Skills – Assisted with maintaining accurate records, scheduling tasks, and organizing events or resources
    4 Multitasking and Problem-Solving – Balanced multiple responsibilities and resolved issues efficiently in dynamic environments
    5 Teamwork – Collaborated with diverse teams to support organizational goals and improve services for clients and patients
    6 Adaptability and Commitment – Quickly learned new tasks and demonstrated dedication to serving others in both insurance and healthcare contexts

Certification

  • First Aid CPR AED Certification: Sep.2023 - Sep.2025
  • Insurance Producer License: April 2024 - April 2026
  • Certified Phlebotomist: Nov.2024 - Nov.2025

INTERNSHIPS

  • Phlebotomist - Laboratory Medicine Consultant, Nov 2024, Beverly Hills
  • Performed venipunctures and capillary punctures on patients of varying ages and health conditions.
  • Collected, labeled, and processed blood samples accurately while maintaining strict adherence to HIPAA and OSHA guidelines.
  • Ensured patient comfort and safety during procedures by applying excellent interpersonal and communication skills.
  • Gained hands-on experience with laboratory equipment, including centrifuges and specimen handling tools.
  • Maintained detailed records of blood draws and updated patient charts in electronic medical record (EMR) systems.
  • Assisted in inventory management by stocking and organizing supplies in the phlebotomy lab.
  • Demonstrated strong attention to detail in verifying patient identification and specimen labeling.
  • Collaborated effectively with healthcare teams to support overall patient care.

Languages

Spanish
Full Professional
English
Native or Bilingual

Timeline

Associate Account Manager

Marsh McLennan Agency
01.2024 - Current

Volunteer

Kaiser Permanente
01.2024 - Current

Administrative Assistant

Office Insurance Services
10.2018 - 01.2024

Receptionist

George Tax Services
01.2016 - 08.2018
  • First Aid CPR AED Certification: Sep.2023 - Sep.2025
  • Insurance Producer License: April 2024 - April 2026
  • Certified Phlebotomist: Nov.2024 - Nov.2025

Associate's Degree - Behavioral Science

Pierce College

High School or Equivalent -

El Camino Real Senior High School
STACEY COREA