Sabrina Perri
Summary
Accomplished and detail-oriented Insurance Agent with proven track record of exceeding aggressive sales objectives while developing loyal customer relationships. Ability to handle multiple roles simultaneously with a high degree of accuracy. True team player with strong interpersonal and organizational skills.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Exclusive Agent/Business Owner
The Perri Agency - Allstate Insurance
06.2012 - Current
- Maintain and operate a $600,000 annual budget
- Provide insurance services to over 3,000 customers while keeping retention over 94%.
- Electronically maintain all customer files in a secure manner
- Qualify for annual bonus' and award trips
- Comply with FINRA regulations - consistently fulfilling continuing education
- Run bi-weekly payroll to handle financial needs
- Adhere to regulatory and policy changes and make necessary adjustments to maintain overall success.
- Work with marketing teams to create print and online advertisements to bring in new customers.
- Prepare bank deposits and handled customer premium deposits
- Organize and attend trade shows and special events to showcase products, network with other businesses and attract new customers.
- Train and motivate employees to perform daily business functions.
- Interact well with customers to build connections and nurture relationships.
- Handle and promptly resolve customer complaints to maintain professional relationships.
Property Manager
ROSE ASSOCIATES, INC.
06.2005 - 03.2012
- Successfully managed a portfolio of four (4) luxury high-rise buildings, total of 1,200 units
- Developed and managed yearly operating budgets
- Negotiate with contractors and vendors on contracts and oversaw performance
- Developed and implemented building operations and preventative maintenance programs
- Proficient in analyzing and resolving complex day-to-day operations and staff issues
- Followed up on delinquent tenants and coordinated collection procedures.
- Completed final move-out walk-throughs with tenants to identify required repairs.
- Organize and lead monthly Board Meetings
- Handled tenant complaints promptly and appropriately, calling in repairmen, and other support services.
- Manage 75+ building workers (32BJ Union) and two (2) administrative assistants.
Property Manager
COOPER SQUARE REALTY, INC.
04.2008 - 07.2009
- Responsible for the opening and management of a new Condominium/Hotel; which included 349-unit Condominium residencies and a 251 room Hotel
- Acted as the Liaison between Developers, residents, contractors and vendors
- Directed and facilitated the entry of punch-list crews into apartments
- Hired and trained a staff of 21
- Created a comprehensive, customized Resident Manual with house rules, building procedures, policies and regulations
- Facilitated and oversaw the testing of building systems before the property opened
- Reviewed and analyzed the design plans which focused on building operations and service
- Analyzed the security needs of the building, the placement of cameras, placement of lobby desks and access to the property
- Scheduled residential move-ins and deliveries
- Reviewed and approved alterations.
Assistant Property Manager/On-Site Property Manager
ROSE ASSOCIATES, INC.
01.2007 - 04.2008
- Successfully managed a 310-unit luxury co-op on Central Park South in on-site office
- Managed a staff of 30 employees
- Communicated directly with the Board of Directors, attorneys, accountants and all vendors
- Assisted in the annual budgeting process
- Handled all Shareholder/Resident issues
- Reviewed and monitored all apartment alterations
- Worked closely with the Superintendent to ensure the building systems were running properly
- Ordered and maintained all office/building supplies
- Scheduled and managed work with outside vendors after receiving numerous bids
- Tracked Purchase Orders and set up invoices for payment.
Portfolio Coordinator
ROSE ASSOCIATES, INC.
08.2006 - 01.2007
- Organized transition of new and/or lost buildings
- Handled Municipal Compliance issues
- Management Contract Administration.
- Maintained open communication by presenting regular updates on project status to customers.
- Monitored project progress, identified risks and took corrective action as needed.
Assistant to two (2) Property Managers
ROSE ASSOCIATES, INC.
06.2005 - 08.2006
- Liaison to Property Managers and the residents of luxury co-ops and condominiums, Board of Directors, contractors and vendors
- Worked directly with Resident Managers
- Created and updated information in Excel spreadsheets
- Scheduled and organized annual meetings
- Fulfilled resident requests expeditiously
- Maintained full responsibility of all apartment alterations
- Took minutes at monthly meetings (approximately 10 meetings a month).
Executive Assistant (During College)
FINEWILL COMPANIES
09.2001 - 06.2005
- Produced expense reports and handled CEO's personal items
- Prepared and produced Excel spreadsheets necessary for keeping track of the current tenants and their rental payments
- Maintained CEO's schedule, apartment showings, etc
- Responsible for all administrative related functions
- Created PowerPoint Presentations for business meetings
- Handled all Accounts Payable and Accounts Receivable with QuickBooks
- Designed and created the company business cards
- Established and maintained an organized filing system.
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
Education
Bachelor of Arts - Accredited Social Work program
Siena College
Loudonville, NY05.2005
Skills
- All Microsoft Office (Access, Excel, Publisher, Front Page, Outlook, PowerPoint, Word)
- QuickBooks Pro
- Designing and Creating Web Pages
- Extensive Web research
Certification
- NY Property and Casualty License
- NY Broker License
- Series 6 & 63 FINRA licenses
Timeline
Exclusive Agent/Business Owner
The Perri Agency - Allstate Insurance
06.2012 - Current
Property Manager
COOPER SQUARE REALTY, INC.
04.2008 - 07.2009
Assistant Property Manager/On-Site Property Manager
ROSE ASSOCIATES, INC.
01.2007 - 04.2008
Portfolio Coordinator
ROSE ASSOCIATES, INC.
08.2006 - 01.2007
Property Manager
ROSE ASSOCIATES, INC.
06.2005 - 03.2012
Assistant to two (2) Property Managers
ROSE ASSOCIATES, INC.
06.2005 - 08.2006
Executive Assistant (During College)
FINEWILL COMPANIES
09.2001 - 06.2005
Bachelor of Arts - Accredited Social Work program
Siena College
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