Summary
Overview
Work History
Education
Skills
Timeline
Generic
Corine Nava

Corine Nava

Greater San Diego ,CA

Summary

Dedicated professional, with excellent experience in industry. Maintains professional appearance and demeanor and expertly completes assigned tasks with focus on quality. Dependable and quick-learning team player with effective communication and organization skills. Driven and resourceful insurance broker and administrative professional with 10+ years of experience managing and assisting high-achieving executives. Track record supporting professional needs with well-organized precision. Executive Assistant skilled at offering high-level administrative support to senior-level staff. Expertly assists executive team using exceptional communication and organizational skills. Detail-oriented administrative professional with superb people-skills and public relations experience. Business-savvy with excellent decision-making skills. Resourceful and experienced worker offering expertise in customer service. Detail-oriented team player with strong organizational skills. Proactive professional, demonstrating superior communication and problem-solving abilities. Organized and dependable candidate with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-mid level position. Ready to help team achieve company goals.

Overview

11
11
years of professional experience

Work History

Insurance Agent

Self Employed
02.2013 - Current
  • Maintained high standards of customer service by building relationships with clients.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Approached potential clients by using direct marketing mailings and phone contacts.
  • Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
  • Sold mortgage protection, life, health, accidental, annuities and other various insurance products to individuals within assigned territory using consultative selling techniques.
  • Obtained underwriting approval by completing application for coverage.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
  • Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
  • Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Finalized sales and collected necessary deposits.
  • Calculated premiums and established payment methods for sales.
  • Conducted annual reviews of existing policies to update information.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Identified and solicited sales prospects in agency databases.
  • Remained impartial in order to advise clients based on circumstances.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.

Executive Assistant

Family First Life - CEO Shawn Meaike
03.2017 - 12.2022
  • Organized and coordinated conferences and monthly meetings.
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Screened calls and emails and initiated actions to respond or direct messages for managers.
  • Trained junior office staff in correct procedures and reporting requirements.
  • Updated executives on changing business needs by thoroughly documenting internal and client meetings.
  • Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president.
  • Worked with senior management to initiate new projects and assist in various processes.
  • Filed paperwork and organized computer-based information.
  • Answered high volume of phone calls and email inquiries.
  • Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.
  • Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.
  • Promoted team productivity by keeping supplies organized and well-stocked.
  • Screened personal and business calls and directed to appropriate party.
  • Worked with clients to effectively plan and coordinate logistics for special projects and events.
  • Organized and cared for clients' homes and properties by maintaining and preparing for arrival and daily living requirements.

Medical Assistant

Vein Clinic/Urgent Care Center
09.2016 - 05.2017
  • Sanitized, restocked, and organized exam rooms and medical equipment.
  • Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
  • Obtained client medical history, medication information, symptoms, and allergies.
  • Performed medical records management, including filing, organizing and scanning documents.
  • Collected and documented patient medical information such as blood pressure and weight.
  • Documented vital signs and health history for patients in clinic and hospital environments.
  • Scheduled appointments, registered patients, and distributed sample pharmaceuticals as prescribed.
  • Assisted with routine checks and diagnostic testing by collecting and processing specimens.
  • Assisted physicians with minor surgeries, including preparing operating room and sterilizing instruments.
  • Kept medical supplies in sufficient stock by monitoring levels and submitting replenishment orders before depleted.

Education

Medical Assistant - Medical Assisting

UEI
Chula Vista, CA
10.2017

Skills

  • Coordinate Events
  • Quality Standards
  • Conflict Management
  • Microsoft PowerPoint
  • Business Correspondence
  • Microsoft Word
  • Adobe Systems Adobe Photoshop
  • Proper Phone Etiquette
  • Microsoft Access
  • Appointment Scheduling Software
  • Sorting and Labeling
  • Mail Handling
  • Adobe Systems Adobe Acrobat
  • Web Browser Software
  • Google Docs
  • Social Media Knowledge
  • Employee Training
  • Project Planning
  • Financial Management
  • Information Confidentiality

Timeline

Executive Assistant

Family First Life - CEO Shawn Meaike
03.2017 - 12.2022

Medical Assistant

Vein Clinic/Urgent Care Center
09.2016 - 05.2017

Insurance Agent

Self Employed
02.2013 - Current

Medical Assistant - Medical Assisting

UEI

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Corine Nava