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Customer Service Sales

Orlando, FL
September 21, 2018

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Elizabeth Perera


Persistent professional with a proven background of combined, progressive experience impacting company performance and profitability through insurance sales and outstanding customer service. Trained and extensive knowledge in a full range of insurance products and programs. Reputation for strong cross-marketing skills and new market development. Focused on achieving the organizational mission demonstrated and increasing insurance sales portfolio.


Highly organized and adaptable to various atmosphere

Adept in handling assignments in a multi-tasking environment

Strong communication and interpersonal skills

Proficient with many computer programs including Microsoft Office, SAP, AS400, Dunn & Bradstreet, ADP, Yardi Enterprise, and Yardi Voyager

Outstanding analytical, problem solving and customer service skills


Office Systems Technology June 1998

North Bergen Vocational School, NJ

High School Diploma June 1993

Hudson County School Board


National Agents Alliance November-2017-Present

Orlando, FL

Develop positive working relationships with clients

Approach clients via cold calling and direct mail to inquire about their insurance needs

Deliver policy procedures after claim is filled and approved

Communicate with Insurance Adjusters about the life cycle of each claim

Explain the differences in policy specifics so clients can make informed decisions about their plans

Assist with obtaining underwriting approval

Respond to clients after initial meetings or conversations

Follow up with clients after initial meetings or conversations

Participate in continuing education programs in both insurance and sales

A-Tek Management January 2011-October 2017

Orlando, FL

Responsible for all A/P and A/R using SAP software

Invoicing and collection of payments on invoices

Payroll and payroll taxes

Maintain vendor files, insurance verification and W-9s

Timeshare Express January 2010-January 2011

Orlando, FL

Clerical and Administrative- send out contracts and follow-up on contracts

Call clients to update promotions and advertisements

T.O. accounts and endeavor to save accounts

Generate monthly sales reports


Picerne Development June 2005- May 2009

Orlando, FL

Accounting Dept using Yardi Enterprise and Yardi Voyager

Review Invoices and Check Requests

Sort and match invoices and check requests

Setup invoices for payment

Process Check requests

Prepare and process accounts

Payable checks, wire transfers and ACH payments

Reconciliation of payments

Monitor invoice aging

Correspond with vendors and respond to inquiries

Generate monthly A/P and A/R reports

Assisted in month end closing

Panasonic April 2003- June 2005

Secaucus, NJ

Accounting Dept using SAP software, Dunn and Bradstreet and Great Plains

Billed Vendors

Collected and received payments

Payroll using ADP


Brian Adams; Present Employer- General Manager of A-Tek Management Corp 321-***-****

All other references are available upon request

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