Summary
Overview
Work History
Education
Skills
LANGUAGES
Timeline
Bilingual
Generic

Michelle Perez

Woodstock,GA

Summary

Versatile Administrative & Insurance Support Professional with 9+ years of experience in customer service, administrative operations, insurance, and compliance support. Proven ability to thrive in remote work environments, balancing multiple priorities, meeting tight deadlines, and delivering exceptional results. Skilled in Microsoft Office Suite, scheduling, payroll processing, data entry, and client relations. Recognized for strong organizational skills, adaptability, and a commitment to exceeding expectations.

Overview

14
14
years of professional experience

Work History

Account Manager

Harry Daniel Insurance
06.2023 - 09.2025
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
  • Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
  • Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
  • Remote

Insurance Agent – Commercial Lines

Summit Risk Advisors
03.2018 - 02.2023
  • Manage new business, quotes, renewals, endorsements, and policy binding.
  • Perform accurate data entry, generate reports, and maintain client files.
  • Provide remote customer service, responding to incoming calls and emails.
  • Support underwriting and compliance processes, ensuring accuracy and timeliness.
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.

National Branch Dispatcher (Team 2)

Advanced Power Technologies
01.2017 - 03.2018
  • Dispatch subcontractors to clients nationwide while working remotely.
  • Coordinate scheduling, maintain communication, and monitor job progress.
  • Prepare daily/weekly reports and ensure smooth operations across multiple locations.
  • Managed high-stress situations calmly and effectively, ensuring timely assistance to those in need.

Administrative Scheduler

St. Vincent Family Center
09.2015 - 12.2016
  • Handle high-volume scheduling and reminder calls.
  • Organize mail, prepare reports, and maintain records.
  • Provide bilingual assistance and interpretation for clinicians and clients.
  • Promoted positive workplace culture through effective time management practices that reduced stress levels among staff members.

Marketing Coordinator (Temp)

Global Wealth Management
01.2018 - 03.2018
  • Supported client marketing events and campaigns.
  • Performed data entry, report preparation, and client communication.
  • Assisted with administrative and event logistics.

Administrative Assistant

CT Energia
04.2014 - 06.2015
  • Assisted CEO with travel arrangements, office management, and confidential filing systems.
  • Managed payroll for 60+ employees weekly and reconciled expense reports.
  • Coordinated recruitment and employee onboarding processes.

Administrative Assistant

Excelsior Benefits
04.2013 - 04.2014
  • Processed insurance enrollments (Blue Cross Blue Shield, Transamerica).
  • Provided customer support and administrative assistance.

Administrative Assistant / Filing Clerk

SNI Companies
02.2012 - 04.2013
  • Managed office files, correspondence, and data entry.

Administrative Assistant

Aldridge Connors
10.2011 - 02.2012
  • Provided clerical and administrative support in a legal/office setting.

Education

Professional development - Insurance Operations, Administrative Support, HR Processes

Skills

  • Administrative & Executive Support
  • Remote Work & Virtual Collaboration
  • Insurance (Commercial Lines, Renewals, Endorsements, Quotes, Binding)
  • Payroll Auditing & Expense Reconciliation
  • Scheduling & Calendar Management
  • Customer Service & Client Communication
  • Data Entry & Reporting (Excel, Word, Outlook)
  • Bilingual: English & Spanish

LANGUAGES

English – Native or Bilingual
Spanish – Native or Bilingual

Timeline

Account Manager

Harry Daniel Insurance
06.2023 - 09.2025

Insurance Agent – Commercial Lines

Summit Risk Advisors
03.2018 - 02.2023

Marketing Coordinator (Temp)

Global Wealth Management
01.2018 - 03.2018

National Branch Dispatcher (Team 2)

Advanced Power Technologies
01.2017 - 03.2018

Administrative Scheduler

St. Vincent Family Center
09.2015 - 12.2016

Administrative Assistant

CT Energia
04.2014 - 06.2015

Administrative Assistant

Excelsior Benefits
04.2013 - 04.2014

Administrative Assistant / Filing Clerk

SNI Companies
02.2012 - 04.2013

Administrative Assistant

Aldridge Connors
10.2011 - 02.2012

Professional development - Insurance Operations, Administrative Support, HR Processes

Bilingual

English & Spanish | Remote Work Experience

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