Theresa J. Pérez
**** ***** **** ****** ******* Creek, FL 330**-***-*** 8028 *******.*.*****@*****.***
Personal Profile
Excellent verbal and written communication skills in English and Spanish.
Leader, hard worker, great interpersonal skills, years of experience in customer service.
Energetic, enthusiastic, positive and creative. Poet and published author.
General knowledge in: Microsoft Word, Microsoft Excel, Microsoft Power Point, Microsoft Access, Microsoft
Publisher, Peachtree Software.
Professional Experience
Charter Schools USA: January 2015 – Present
Office Coordinator
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Provide clerical and computer assistance to the department.
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Answer and monitor incoming calls as well as collect and organize incoming mail.
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Maintain personnel files and record keeping of essential documents.
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Maintain reports and reporting schedules for the department.
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Maintain and assist in creating meeting schedules for the department.
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Provide assistance in the screening and recruiting process of applicants for positions.
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Assist the Office Manager in the on boarding process of new employees.
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Set up interview schedules for VP, Area Directors and Supervisors.
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Assist with travel itineraries, invoicing, accounts payable and receivable issues.
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Assist in the processing of personnel expense reports and reconciliation of company issued credit
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cards.
Ensure adherence to good safety procedures.
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FedEx Office Print and Ship Center: January 2013 – March 2015
Key Holder / Center Consultant
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Opening and closing the store when required.
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Manage the stores operational needs including but not limited to store signage, prices &
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merchandising.
Provide leadership to team members on an assigned shift.
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Assist in the training of center team members.
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Floridian Discount Insurance Agency: February 2011 – May 2012; June – October 2014
Front Desk Assistant/Customer Service Representative
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Perform all account transactions including applications, quotations, ID cards, proposals, summaries,
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endorsements, certificates, binders, billing, follow up and correspondence on assigned accounts.
Maintain all client files in the agency management system with full policy detail and use the system for all
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transactions, notes and diaries.
Respond to client inquiries, incoming mail, company requests and producers’ needs on a timely basis.
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Survey policy coverage’s and identifies cross selling and upgrading opportunities.
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Review, analyze and submit applications to insurance companies
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Sell new Personal Lines accounts while following the agency’s underwriting guidelines.
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Prepare quotations, coverage summaries/comparisons, proposals and recommendations needed to insure
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clients/prospects understanding and adequacy of coverage.
Review new business, renewals, endorsements to insure items were received as ordered.
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Prepare billing following agency’s credit and collection policies.
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Maintain current knowledge of underwriting requirements of carriers.
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Michael’s Craft Store: March 2013 – December 2013
Customer Service Experience Manager
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Driving customer experience levels in the building by cultivating an atmosphere that exceeds the
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customer’s expectations.
Ensuring that the store is recovered and clean by the end of the night.
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Assist in price changes, display set up, replenishing, merchandising and other operational tasks.
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iConcertTickets.com: May 2012 – October 2012
Customer Service/Sales Supervisor
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Borders: April 2007 – January 2011
Shift Supervisor
Gift Shop & Stationary Merchandiser
Café Seller
Book and Multimedia Seller
Cashier
Añasco Deluxe Cleaners: 2002 2006
Cashier, Front Desk Assistance, Customer Service
Internship
HR Specialists & SISAN PR: Feb 2010
Writing & Editing Employee Handbooks, Reviewing Compensation, Vacation & Sick Day Tabulation, Prospect
Clients, Sales & Marketing
Education
University of Puerto Rico – Aguadilla, PR
BA Business Administration
• Human Resources
• Marketing
• Accounting
Cum Laude Graduate ‘10
Luis Muñoz Marín – Añasco, PR
• High School Diploma
• Senior Class President
• Cadet Captain AFJROTC
Graduate ‘05
Reference
References will be furnished upon request.