Michelle Perez

Production Planner

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Port 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
  Associated with Michelle Perez
- Troop Leader
  Issued by Girl Scouts of the USA on Jan 2015
  Associated with Michelle Perez
- Big Sister
  Issued by Big Brothers Big Sisters of America on Apr 2015
  Associated with Michelle Perez
- Classroom Volunteer
  Issued by Junior Achievement USA on Jan 2017
  Associated with Michelle Perez