Paula Grace Perez, CEPP, CLDP®

Paula Grace Perez, CEPP, CLDP®

Order Management Representative

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location of Paula Grace Perez, CEPP, CLDP®Makati, National Capital Region, Philippines

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  • Timeline

  • About me

    Training Consultant at BPI AIA Life Assurance Corp.

  • Education

    • University of Perpetual Help - Dr. Jose G. Tamayo Medical University

      2013 - 2017
      Bachelor of Arts - BA Communication and Media Studies
  • Experience

    • Global Events & Meetings Solutions, Fairmont Raffles Swissotel

      Jun 2017 - Aug 2017
      Order Management Representative

      I was an Order-taker in the In-Room Dining department of Fairmont & Raffles Hotel. Taking orders may seem easy, but it requires multitasking ability as we take orders from guests while managing and punching the orders of the other guests. It also requires being keen on details as we should ensure that we note the guests’ preferences, special requests, and allergies. In addition, part of my job is inventory and complementary management.

    • ONNETT Academy

      Oct 2017 - Dec 2017
      English Second Language Teacher

      I worked as an online ESL teacher for Korean nationals with mixed profiles — from preschool level to professionals i.e. Accountant, Manager, etc. During my first month, I was already promoted to do the demo teaching to new prospects, a role that was only intended for Senior Teachers.

    • PICO Homeline

      Jan 2018 - Mar 2018
      English Second Language Teacher

      Another teaching career in which I taught business English and TOEIC review classes to Japanese nationals who were employees of EY JP and other top Japanese companies.

    • BPI AIA Life Assurance Corp.

      Jul 2018 - now
      • Training Manager

        Jul 2023 - now
      • Officer in charge

        Jul 2022 - Jul 2023
      • Assistant Manager Training

        Aug 2020 - Jul 2023
      • Bancassurance Sales Executive

        Jul 2018 - Aug 2020
  • Licenses & Certifications

    • Certificate in Professional Education

      All Nations College
      Oct 2020
    • Certified Learning and Development Professional

      International HR Institute
      Jan 2025
      View certificate certificate
    • Associate Estate Planner, Phils.

      Wealth Management Center for Communications and Research Inc.
      Feb 2024
    • Accredited Trainer

      Insurance Institute For Asia and the Pacific, Incorporated (IIAP)
      Feb 2024
    • Catalyst for Growth: Data StoryTelling

      DDI | Development Dimensions International
      May 2023
    • Catalyst for Growth: Coaching for Performance Program

      DDI | Development Dimensions International
      Mar 2023
    • Variable Unit Linked Insurance License

      Insurance Institute For Asia and the Pacific, Incorporated (IIAP)
      Aug 2020
    • Insurance Planner

      Wealth Management Center for Communications and Research Inc.
      Sept 2024
    • Fellow, Life Management Institute (FLMI)

      LOMA
      Dec 2022
    • Traditional Insurance License

      Insurance Institute For Asia and the Pacific, Incorporated (IIAP)
      Aug 2020
  • Honors & Awards

    • Awarded to Paula Grace Perez, CEPP, CLDP®
      Training Manager of The Month [January 2025] Partnership Academy - Learning Delivery and Professional Development Feb 2025 For trailblazing jumpstart of the BPI Relationship Manager Engagement Workshop, for facilitating the CATCH referral process and Estate Planning workshop in Visayas, and for the module development contributions of In Branch BAMs.
    • Awarded to Paula Grace Perez, CEPP, CLDP®
      Certificate of Recognition - Content Designer and Training Facilitator PRISM Project Nov 2024 It was such a pleasure being the first contributor in BPI AIA learning program, PRISM. Thank you, Ms Gel and Ms June for believing in me and allowing me to share what I have learned from CWP and other training sessions I have attended on Business Risk Management.
    • Awarded to Paula Grace Perez, CEPP, CLDP®
      Training Manager of The Month [October] Partnership Academy - Learning Delivery and Professional Development Nov 2024
    • Awarded to Paula Grace Perez, CEPP, CLDP®
      Circle of Excellence - Value Others (Manager Category) BPI AIA Life Assurance Corp. Oct 2024 Despite the storm and flood hindering me to join the town hall last week, it was truly sunshine and rainbow when I heard that I was nominated by my Senior Manager, Ms June and voted by the ManComm to receive the Circle of Excellence - Value Others Award for Manager Category.Thank you to the people who nominated and voted for me.And mostly, maraming salamat Ms June for the nomination and the heartfelt write-up:“Paula is the lead for non traditional partnerships and bank… Show more Despite the storm and flood hindering me to join the town hall last week, it was truly sunshine and rainbow when I heard that I was nominated by my Senior Manager, Ms June and voted by the ManComm to receive the Circle of Excellence - Value Others Award for Manager Category.Thank you to the people who nominated and voted for me.And mostly, maraming salamat Ms June for the nomination and the heartfelt write-up:“Paula is the lead for non traditional partnerships and bank partner training. While she has planned and plotted programs for her stakeholders, Polla never misses any opportunity to help our sales partners if they have an arising need for a partner training or partner engagement activity. She does this with so much gusto and enthusiasm that she would not just repeat or duplicate existing materials, but would happily build from scratch to ensure that she delivers what is timely, and what is exactly needed by our sales partners/ leaders. Within the team, Polla always offers her helping hand to ensure she helps in the achieving the training reach of our in branch initiatives and roll outs. She would always go out of her way to deliver compelling outputs.” Show less
    • Awarded to Paula Grace Perez, CEPP, CLDP®
      Above and Beyond Manager Award Partnership Academy (BPI AIA) Sep 2024
    • Awarded to Paula Grace Perez, CEPP, CLDP®
      Curious Learner (Certificate of Recognition) Partnership Academy (BPI AIA) May 2024
    • Awarded to Paula Grace Perez, CEPP, CLDP®
      2H 2022 Super Synergy Award BPI AIA Life Assurance Corp. Feb 2023 "For delivering results and creating an impact in an environment that promotes cross-functional collaboration while challenging the status quo, CONGRATULATIONS! With your Super Synergy, you have displayed the characteristics of collaborative challengers and caring mentors!" - BPI AIA Human Resource
    • Awarded to Paula Grace Perez, CEPP, CLDP®
      Excellence Awardee BPI AIA Partnership Academy Oct 2022
    • Awarded to Paula Grace Perez, CEPP, CLDP®
      Excellence Awardee Partnership Academy Mar 2022 “Paula solely juggle her role as a lead trainer from facilitating classes, managing the batch and handling admin tasks effectively. On top of it, she was able to launch in collaboration with other support groups a new tool that is value adding for her partner channel. From developing the training module to facilitating the workshop, truly she was succesful in all her endeavors as this all comes from striving, maintaining the highest standards, looking after the smallest detail and going the… Show more “Paula solely juggle her role as a lead trainer from facilitating classes, managing the batch and handling admin tasks effectively. On top of it, she was able to launch in collaboration with other support groups a new tool that is value adding for her partner channel. From developing the training module to facilitating the workshop, truly she was succesful in all her endeavors as this all comes from striving, maintaining the highest standards, looking after the smallest detail and going the extra mile in everything she do. She truly embodies the EXCELLENCE in Partnership Academy's Core Values (PIE).” - PDA Manager, Kitin Fontanilla Show less
    • Awarded to Paula Grace Perez, CEPP, CLDP®
      Excellence Awardee Partnership Academy Apr 2021 "7 months into her role and Polla has already embodied what it means to be an EXCELLENT trainer”. - PDA Manager, Kitin Fontanilla
    • Awarded to Paula Grace Perez, CEPP, CLDP®
      Top Preferred Bancassurance Sales Executive (Area-Wide) BPI AIA Life Assurance Co Feb 2019 I was able to book a significant insurance case size and case count with the top clients of BPI. During the time, I was also managing four (4) branches along Ayala Avenue, including BPI Makati Main, partnering with three (3) Relationship Managers.
    • Awarded to Paula Grace Perez, CEPP, CLDP®
      Teacher of the Month (March 2018) Management Mar 2018 For the whole three (3) months that I have stayed as an ESL teacher for Japanese Professionals, I was voted as the top teacher of the month by all students.
    • Awarded to Paula Grace Perez, CEPP, CLDP®
      Teacher of the Month (February 2018) Management Feb 2018 For the whole three (3) months that I have stayed as an ESL teacher for Japanese Professionals, I was voted as the top teacher of the month by all students.
    • Awarded to Paula Grace Perez, CEPP, CLDP®
      Teacher of the Month (January 2018) Management Jan 2018 For the whole three (3) months that I have stayed as an ESL teacher for Japanese Professionals, I was voted as the top teacher of the month by all students.
    • Awarded to Paula Grace Perez, CEPP, CLDP®
      Miss CAS 2017 (Title Holder) College of Arts and Sciences, UPHSL Coming from no pageantry experience, I was able to win the department-wide battle of not only beauty, but also brain. Also, I was able to acquire awards such as the Best in Modeling, Best in Singing and People’s Choice Award.