Stephanie Drexler
Atascadero
Summary
Dedicated insurance and administrative professional with over 20 years of experience in health insurance, client services, and office management. Skilled in supporting brokers, managing group and individual health plans, and assisting clients with claims and application processes. Strong background in education support, marketing coordination, and team leadership.
Overview
2026
2026
years of professional experience
Work History
Executive Assistant / Life Agent
William Roberts Insurance Services
2020 - Current
- Support insurance broker with client contact, quoting, and daily office management.
- Recommend and sell health insurance plans, including individual, Medicare and group coverage.
- Guide clients through claims questions and application processing.
- Collaborate with insurance companies on policy and client matters.
Paraeducator
Atascadero Unified School District
01.2018 - 01.2020
- Supported individualized education plans and provided hands-on classroom assistance.
Executive Assistant / Life Agent
William Roberts Insurance Services
2014 - 2015
- Supported insurance broker with client contact, quoting, and daily office management.
- Recommended and sold health insurance plans, including individual and group coverage.
- Guided clients through claims questions and application processing.
- Collaborated with insurance companies on policy and client matters.
Account Manager / Lead Employee Advocate
Morris & Garritano Insurance
01.2011 - 01.2014
- Managed employer group health insurance renewals and day-to-day client needs.
- Quoted and wrote individual health insurance policies, including Covered CA.
- Oversaw and trained a small staff of employee advocates.
- Assisted clients with benefits, claims, and application processing.
Executive Assistant / Life Agent
William Roberts Insurance Services
2005 - 2008
- Supported insurance broker with client contact, quoting, and daily office management.
- Recommended and sold health insurance plans, including individual and group coverage.
- Guided clients through claims questions and application processing.
- Collaborated with insurance companies on policy and client matters.
Account Coordinator
Barnett Cox & Associates
01.2003 - 01.2005
Circulation Planner
Williams-Sonoma, Inc.
01.1999 - 01.2003
Media Planner
Response Associates
01.1998 - 01.1999
Marketing Coordinator
Creative Publications
01.1997 - 01.1998
Education
California Life Agent License -
10.2025
B.A. - Speech Communication
California Polytechnic State University
01.1996
Certificate - Technical Writing
Cal Poly
01.1996
Skills
- Health & Life Insurance Sales (Covered CA, Medicare Supplements, Small Group)
- Client Relations & Customer Support
- Claims Assistance & Application Processing
- Office & Administrative Management
- Team Leadership & Staff Oversight
- Marketing & Communications
- Technical Writing
Timeline
Paraeducator
Atascadero Unified School District
01.2018 - 01.2020
Account Manager / Lead Employee Advocate
Morris & Garritano Insurance
01.2011 - 01.2014
Account Coordinator
Barnett Cox & Associates
01.2003 - 01.2005
Circulation Planner
Williams-Sonoma, Inc.
01.1999 - 01.2003
Media Planner
Response Associates
01.1998 - 01.1999
Marketing Coordinator
Creative Publications
01.1997 - 01.1998
B.A. - Speech Communication
California Polytechnic State University
Certificate - Technical Writing
Cal Poly
Executive Assistant / Life Agent
William Roberts Insurance Services
2020 - Current
Executive Assistant / Life Agent
William Roberts Insurance Services
2014 - 2015
Executive Assistant / Life Agent
William Roberts Insurance Services
2005 - 2008
California Life Agent License -
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