Karissa Coulter
Duarte,CA
Summary
Punctual and organized multitasker with a talent for rapidly acquiring new skills. Continuously striving to optimize opportunities and maximize potential. Possessing a keen eye for detail and a strong work ethic, consistently delivering high-quality results within deadlines. Effective in managing multiple tasks and prioritizing responsibilities in fast-paced environments. Seeking a challenging role to leverage skills and drive for success, contributing to the growth and success of a dynamic organization.
Overview
8
8
years of professional experience
Work History
Medical Representative
Pledge Medical
Long Beach, CA
08.2023 - Current
- Arranged appointments with doctors, pharmacists and medical teams to raise awareness of latest product launches.
- Conducted patient assessments to identify changes in condition, medical history, promptly notifying physicians and initiating appropriate interventions when necessary.
- Organized essential medical documents, streamlining access to vital information for healthcare providers during appointments.
- Maintained confidentiality and privacy of patient information, adhering to HIPAA regulations.
- Skillfully managed challenging patient situations using de-escalation techniques, crisis intervention strategies, and therapeutic communication skills.
- Maintained current and accurate medical records for patients.
Scheduling/ Front Office Manager
California Recovery Group
Glendale, CA
01.2021 - 06.2023
- Hire, manage, develop, and train administrative staff members.
- Establish and monitor goals, conducted performance reviews, along with maintaining a steady workflow.
- Spoke directly to insurance adjustors to discuss and review clients' claims.
- Coordinated and scheduled home inspections.
- Conducted and completed recorded statements between the client and adjustors
- Maintained all escalated calls including clients, insurance adjustors, and private investigators.
- Completed multiple reports in a timely matter.
Insurance Sales Agent
Allstate Insurance
Graden Grove, CA
03.2020 - 12.2020
- Verifying Auto insurance policies are active, with lien holders.
- Reinstating policies from cancellations.
- Assisting customers with Policy Changes
- Endorsements/Amendments
- Processing Payments
Teller
First City Credit Union
West Covina, CA
07.2019 - 03.2020
- Collected payments for mortgages, loan balances, and public utilities on behalf of the bank's customers.
- Verified the integrity of deposit checks and money orders to protect customers and the bank from fraud.
- Maintained accurate and balanced cash drawers by carefully counting funds and quickly investigating discrepancies.
- Smoothly opened, closed, and updated accounts and savings plans for customers. Sorted and filed transaction documentation to maintain complete records.
- Consulted with customers to understand their desires and suggest the best products to meet their needs.
Sales Associate
Men's Wearhouse
Monterey Park, CA
09.2017 - 07.2019
- Determine prices for styles.
- Prepare bank deposits, balancing assigned funds as necessary.
- Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
- Describe merchandise and explain use, operation, and care of merchandise to customers.
- Place special orders or call other stores to find desired items.
Education
High School Diploma -
Duarte High School
Duarte, CA06.2014
Skills
- Customer Service
- Complex Problem Solving
- Proficient with Microsofts
- Team Leadership
- Relationship building
- Scheduling meetings
- Data collection
- New hire training
Timeline
Medical Representative
Pledge Medical
08.2023 - Current
Scheduling/ Front Office Manager
California Recovery Group
01.2021 - 06.2023
Insurance Sales Agent
Allstate Insurance
03.2020 - 12.2020
Teller
First City Credit Union
07.2019 - 03.2020
Sales Associate
Men's Wearhouse
09.2017 - 07.2019
High School Diploma -
Duarte High School