Maritza L. Pérez
Lebanon,Oregon
Summary
Bilingual professional skilled in coordinating, planning, and executing local and national events. Experienced working with diverse markets. Extensive experience working in the field with small and mid-size businesses. Successful at recruiting, hiring, researching, and interviewing in the public and private sectors. Supported senior leaders in setting and implementing strategies to track and achieve goals (in sales, manpower acquisition, retention, and development). Set and managed budgets with emphasis on cost controls. Over 15 years of training sales managers and insurance agents on all levels to improve sales techniques, goal setting and goal attainment. Successful sales agent serving the life, health, retirement, disability and long term care insurance needs.
Self-motivated professional successful in seizing viable opportunities for expansion and innovation in business. Background in increasing profits, reducing costs, and transforming customer service standards. Experienced in leading and supervising operational and sales teams.
Overview
42
42
years of professional experience
Work History
Owner and President
Mari’s Home Services
05.2016 - Current
- A home cleaning business using environmentally safe products to clean homes
Independent Insurance Solutions
Insphere Insurance Solutions
09.2011 - 03.2014
- Company Overview: I represent Insphere Insurance Solutions in the Columbus areas and throughout the state of Ohio
- Focused on serving the life, health, retirement and long-term care insurance needs of small businesses and middle-income families and individuals
- I meet with my clients to understand their needs and provide guidance and solutions while customizing personalized protection plans
- I serve the underrepresented communities throughout the state
- I represent Insphere Insurance Solutions in the Columbus areas and throughout the state of Ohio
Substitute Teacher, K-12
Phoenix Central Public Schools
10.2010 - 01.2011
Distribution Channel Marketing Specialist
Nationwide Insurance
01.2008 - 04.2010
- Company Overview: Developed and integrated the marketing strategy at the local and national level resulting in a cohesive marketing strategy which projects a 10% growth
- Assisted in designing a strategy plan to integrate Diverse Marketing into Channel Marketing
- Created a Business Case for Diverse Marketing events in the Allied Operating Territories
- Developed a 2009 Diverse Workshop Guide Module to present to the Channel Marketing Regional Marketing Directors and support staff
- Coordinated diverse events and assisted regional marketing leads in all regions
- Developed and integrated the marketing strategy at the local and national level resulting in a cohesive marketing strategy which projects a 10% growth
Business Information Specialist
Nationwide Insurance
01.2006 - 01.2008
- Company Overview: Integrated programs which resulted in expense reductions by 5 % through department cost sharing
- Saved 15 % on a $1 m budget by reducing department expenses like NAACP, NUL, NCLI and USHCC
- Managed and planned key community outreach/partnership events and maintained strategic relationships with key urban/diverse national organizations and traveled extensively
- Researched and designed sales tool kits on Diverse/Multicultural markets
- Assisted in developing and implementing PCIO market strategies for each of the PCIO business units
- Designed web-site information for Diverse Markets such as event updates and descriptions
- Supported PCIO efforts to attract a customer base, agency force and front-line work force that mirrors the population in the markets we do business in
- Designed and implemented a recruitment program in Ohio resulting in one hire for our agency force
- Integrated programs which resulted in expense reductions by 5 % through department cost sharing
Multicultural Programming Coordinator
Cleveland State University
01.1999 - 01.2006
- Coordinated and provided administrative support in the facilitation of multicultural programs and events
- Facilitated community relations’ efforts with particular emphasis on minority communities
- Encouraged broad involvement of Cleveland State University faculty, staff, students and alumni in multicultural programming committees, including community leaders
Associate Director of Admissions
Bryant & Stratton College
01.1998 - 01.1999
- Managed and trained the sales force which resulted in a 1% new student base
- Assisted in the development of a manual for training the sales force in selling techniques
Educational Representative
DeVry Institute of Technology
01.1996 - 01.1998
- Responsible for conducting educational events and recruitment efforts for the entire southern half of the state of West Virginia
- Recognized for high achievements in the recruitment of students from high schools in the southern regions of West Virginia
- Recruited by the Cleveland region in Ohio resulting from higher recruitment achievements in the West Virginia regions
- Worked in the Ohio counties of Onondaga, Lorraine, and Medina
District Manager
Aon / Combined Life Insurance Company of New York
01.1983 - 01.1996
- Supervised the entire day to day operations of a multi-county sales force
- Set and achieved sales goals in multiple product lines
- Implemented and tracked sales campaigns to achieve these goals
- Trained agents and sales managers on sales techniques and product knowledge
- This included regular field time with both sales and management in Syracuse, NY and surrounding areas, and Southern West Virginia
- Managed a 1.5 m annual territory with as much as a 17 % annual increase
- Maintained one of the lowest rates of employee turnover in the Northeast division
- Received awards and recognition for this achievement
- Served as key member of the management team that achieved number one in overall performance internationally within Aon / Combined Insurance
- There were 8000 sales representatives nationally
Education
Masters of Science - Bilingual Special Education
Bank Street College of Education
Bachelor of Science - Elementary Bilingual Education
State University of New York
Classes towards an MBA -
Ohio State University
Columbus, OhioProperty and Casualty License Diploma -
Morton Learning Center Educational Services
Worthington, OhioLife, Health, and Variable Products License Diploma -
Morton Learning Center Educational Services
Worthington, OhioSkills
- Microsoft Office
- Power Point
- Microsoft Access
- Microsoft Excel
- Microsoft Publisher
- Microsoft Project '98
- Lotus Notes
- State of Ohio Insurance Licence: Resident Major Lines; Accident & Health, Life
Accomplishments
- Fluent in English and Spanish
Timeline
Owner and President
Mari’s Home Services
05.2016 - Current
Independent Insurance Solutions
Insphere Insurance Solutions
09.2011 - 03.2014
Substitute Teacher, K-12
Phoenix Central Public Schools
10.2010 - 01.2011
Distribution Channel Marketing Specialist
Nationwide Insurance
01.2008 - 04.2010
Business Information Specialist
Nationwide Insurance
01.2006 - 01.2008
Multicultural Programming Coordinator
Cleveland State University
01.1999 - 01.2006
Associate Director of Admissions
Bryant & Stratton College
01.1998 - 01.1999
Educational Representative
DeVry Institute of Technology
01.1996 - 01.1998
District Manager
Aon / Combined Life Insurance Company of New York
01.1983 - 01.1996
Bachelor of Science - Elementary Bilingual Education
State University of New York
Classes towards an MBA -
Ohio State University
Property and Casualty License Diploma -
Morton Learning Center Educational Services
Life, Health, and Variable Products License Diploma -
Morton Learning Center Educational Services
Masters of Science - Bilingual Special Education
Bank Street College of Education
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