Kristin Sylvia
Menifee,CA
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Insurance Sales Agent
Jeff Kiesau Insurance Agency
San Diego, CA
07.2019 - 01.2024
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Provided customers with information regarding plan features, pricing, and availability.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Maintained accurate records of all insurance transactions using computer software systems.
- Advised customers on the best ways to minimize risks associated with their assets.
Medical Assistant
Talia Medical Group
Temecula, CA
01.2015 - 07.2019
- Assisted physicians with patient care by taking vital signs, patient histories and preparing patients for examinations.
- Administered injections, medications and treatments as directed by the physician.
- Provided assistance to medical staff in performing minor surgical procedures.
- Maintained accurate medical records through filing, charting, transcription and data entry into electronic health record system.
- Answered phones, scheduled appointments and managed patient flow while greeting visitors in a professional manner.
- Registered new patients into practice management software program accurately entering demographic information.
- Relayed messages from patients to physicians about concerns, condition updates or refill requests to facilitate treatment.
Education
Medical Assistant - Medical Assisting
Maric College - Anaheim
San Diego, CA04-2003
Skills
- New Business Development
- Account Management
- Asset Protection Expertise
- Insurance Sales Strategy
Certification
- Property and Casualty License
- Medical Assistant Certification
References
References available upon request.
Timeline
Insurance Sales Agent
Jeff Kiesau Insurance Agency
07.2019 - 01.2024
Medical Assistant
Talia Medical Group
01.2015 - 07.2019
Medical Assistant - Medical Assisting
Maric College - Anaheim
- Property and Casualty License
- Medical Assistant Certification
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