Enrique Perez
Mishawaka,IN
Summary
Professional insurance specialist with track record of delivering client-focused solutions and driving positive outcomes. Adept at navigating complex policies, risk assessment, and customer relationship management. Strong team collaborator, adaptable to changing needs, and consistently reliable in achieving organizational goals. Skilled in sales strategies, policy analysis, and client advisory services.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Insurance Agent
Indiana Farm Bureau Insurance
South Bend, IN
07.2024 - Current
- Conducted thorough risk assessments to identify coverage gaps and recommend appropriate policies.
- Developed tailored insurance solutions to meet client needs and enhance satisfaction.
- Led community outreach initiatives, promoting insurance literacy and increasing brand visibility in local markets.
- Mentored junior agents on sales techniques, fostering a collaborative environment that drives performance excellence.
- Built strong relationships with clients through consistent communication and excellent customer service.
Business Owner
Perez Property Holdings LLC
Mishawaka, IN
01.2022 - Current
- Kept records for production, inventory, income and expenses.
- Monitored and analyzed short- and long-term performance of investments against targets.
- Reviewed costs, expenses and revenues associated with construction projects.
- Assisted investors with remodeling plans and costs to drive client profitability and long-term business retention.
- Managed real estate transactions from initiation to closing.
Employee Benefits Consultant
Shamrock Insurance Group
Mishawaka, IN
11.2020 - Current
- Presented and clearly explained insurance policy options based on clients' needs and goals.
- Interviewed prospective clients to learn about financial needs and discuss existing coverage.
- Conducted comprehensive benefits training sessions for HR teams and employees.
- Collaborated with insurance carriers to negotiate plan terms and pricing strategies.
- Led initiatives to improve employee engagement through tailored benefits communication strategies.
- Streamlined benefits enrollment processes, enhancing user experience and efficiency.
Machine Operator
Duo Form Plastics
Edwardsburg, MI
05.2020 - 11.2020
- Prepared machine for production processes by equipping with required tools and parts.
- Documented daily production data and submitted accurate time logs to keep management up-to-date.
- Monitored and observed production line to watch for pile-ups and jams.
- Detected work-piece defects and machine malfunctions, maintaining apparatus to prevent future issues.
- Manipulated controls to set, activate and adjust mechanisms on machinery.
- Conducted preventable maintenance on process line and quickly resolved production problems to minimize downtime.
- Organized pallets and secured materials with plastic wrap to prepare for movement to skids.
- Operated forklift to place finished products on skids and transport to warehouse.
Assistant Store Manager
Midwest Kosher & Deli
South Bend, IN
05.2016 - 04.2020
- Answered customer questions and addressed problems and complaints in person and via phone.
- Completed frequent walk-throughs and directed team members to correct issues impacting store appearance or professionalism.
- Supervised cashiers in processing credit, debit and cash payments to streamline sales.
- Handled scheduling for store shifts to achieve adequate staffing.
- Maintained inventory by checking merchandise to determine levels.
Education
High School Diploma -
Penn High School
Mishawaka, INSkills
- Spanish-Bi-Lingual
- Project Management
- Strategic Planning
- Customer Service
- Business Development
- Public Speaking
- Coaching and Mentoring
- Sales Oversight
Certification
- Licensed Insurance Broker
Languages
Spanish
Native/ Bilingual
French
Limited
Timeline
Insurance Agent
Indiana Farm Bureau Insurance
07.2024 - Current
Business Owner
Perez Property Holdings LLC
01.2022 - Current
Employee Benefits Consultant
Shamrock Insurance Group
11.2020 - Current
Machine Operator
Duo Form Plastics
05.2020 - 11.2020
Assistant Store Manager
Midwest Kosher & Deli
05.2016 - 04.2020
High School Diploma -
Penn High School