Michelle Perez

Michelle Perez

Production Planner

Followers of Michelle Perez750 followers
location of Michelle PerezPort Washington, Wisconsin, United States

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  • Timeline

  • About me

    Regional Broking Director

  • Education

    • Kewaskum High School

      -
    • Moraine Park Technical College

      -
      Associate's degree Marketing
    • University of Wisconsin-Green Bay

      -
      Bachelor's Degree Business, Management, Marketing, and Related Support Services
  • Experience

    • Helgesen Industries

      Jan 2001 - Jan 2007
      Production Planner
    • State Farm Insurance

      Jun 2007 - Jan 2010
      Office Manager
    • Ansay & Associates

      Jan 2010 - Sept 2021

      Responsible for enhancing the digital experience of internal and external clients through project management, research, development and implementation of new digital platforms. Preform continual training and support through the discovery and on-boarding process of the Internet of Insurance and serve as an industry liaison for carriers and agencies. Continually work with internal customers to identify problem areas and find solutions to enhance their day to day tasks. Assist with carrier/agent relationship and management duties. Maintain market knowledge and provided additional support to account managers and producers as needed. Visa mindre

      • Data & Digital Analyst

        Jan 2021 - Sept 2021
      • Digital Experience Specialist

        Jan 2019 - Jan 2021
      • Marketing Executive

        Jan 2010 - Jan 2019
    • Vertafore

      Sept 2021 - Mar 2025
      • Field Customer Consultant

        Sept 2024 - Mar 2025
      • Customer Consultant II

        Sept 2021 - Jan 2024
    • Relation Insurance Services

      Mar 2025 - now
      Regional Broking Director
  • Licenses & Certifications

    • Transformational Leadership Certification

      Cardinal Stritch University
    • Licensed Insurance Agent - Property, Casualty, Life, Health

      State of Wisconsin
      Nov 2007
    • CISR

      The National Alliance for Insurance Education & Research
      Mar 2014
  • Volunteer Experience

    • Home Building Volunteer

      Issued by Habitat for Humanity International
      Habitat for Humanity InternationalAssociated with Michelle Perez
    • Troop Leader

      Issued by Girl Scouts of the USA on Jan 2015
      Girl Scouts of the USAAssociated with Michelle Perez
    • Big Sister

      Issued by Big Brothers Big Sisters of America on Apr 2015
      Big Brothers Big Sisters of AmericaAssociated with Michelle Perez
    • Classroom Volunteer

      Issued by Junior Achievement USA on Jan 2017
      Junior Achievement USAAssociated with Michelle Perez