Mariela Perez

Mariela Perez WORK EXPERIENCE PROFESSIONAL SKILLS Appointment Setting Customer Support Project Management Inbox Management Calendar Management Social Media Management E-mail Handling and E-mail Inbox Optimazation Data Entry Administrative Tasks and Support Transaction Coordination Graphic Design: Canva Video Editing: Capcut Basics of Real Estate SOFTWARE EXPERIENCE GSuite MS Office Trello Zoom Salesforce Wordpress Facebook, Instagram, Linkedin, Twitter, etc. DASH Mica Mojo, Tymbl GoHighLevel Canva Capcut VIRTUAL ASSISTANT – ESPECIALTY INSURANCE MomentumAMS | Sept 2024 - Oct 2025 Supported brokers by managing insurance documentation, client communication, and CRM/AMS data entry for specialty lines such as Cyber Liability, E&O, D&O, and EPLI. Prepared proposals, quotes, and renewal documents while coordinating with underwriters to ensure accurate and timely policy processing. Provided administrative and compliance support through scheduling, reporting, and maintaining organized, confidential insurance records. DEMO SETTER - SOFTWARE REPRESENTATIVE Kreetiv LLC | Sept 2024 - Feb 2025 Conducted calls and sent follow-up emails to prospects, securing product demo appointments and increasing engagement. Led client onboarding and training sessions, introducing new users to the software and guiding them through key features. Maintained accurate CRM records while managing outreach strategies to maximize demo bookings and client conversions. APPOINTMENT SETTER / QUALIFYING SPECIALIST FOR VA BENEFITS Veteran Caregivers | Oct 2023 - Sept 2024 Conducted outbound calls to Veterans, using a scripted approach to assess eligibility for VA benefits. Asked five key qualifying questions to determine prospects' eligibility and provided relevant information. Participated in teleconference training sessions to enhance communication skills and ensure accurate delivery of information. COLD CALLING / SOLAR SALES REPRESENTATIVE SES | March 2023 - Sept 2023 Effectively set and scheduled high-quality appointments with interested homeowners, leading to higher conversion rates and increased revenue for the company. Clearly communicated the benefits of solar energy, government incentives, and long-term savings, helping potential customers make informed decisions and improving overall customer trust. Optimized the scheduling process to ensure a steady flow of qualified leads for the sales team, reducing no-show rates and maximizing the efficiency of field representatives. Mariela Perez WORK EXPERIENCE PROFESSIONAL SOFTWARE EXPERIENCE SKILLS Appointment Setting Customer Dropbox Support Project Management Vici Inbox Management RingCentral Calendar Management Slack Social Media Management Hubspot E-mail Handling and E-mail Skyslope Inbox Optimazation AnswerThePublic Data Entry Woorank Administrative Clearscope Tasks and Support MailChimp Transaction GoDaddy Coordination Graphic Design: Canva Video Editing: Capcut Basics of Real Estate SOFTWARE EXPERIENCE GSuite MS Office Trello Zoom Salesforce Wordpress Facebook, Instagram, Linkedin, Twitter, etc. DASH Mica Mojo, Tymbl GoHighLevel Canva Capcut CUSTOMER SERVICE REPRESENTATIVE Everise | Sept 2019 - Feb 2022 Handled high-volume of telephone calls to address and resolve customer queries Responded to live chat rooms to answer and resolve customer queries, elevating customer satisfaction with immediate support Protected the brand’s shining reputation by maintaining a positive image EDUCATION STA LUCIA HIGH SCHOOL June 2002 - April 2006 REFERENCES Angel Jalong | Coach / Virtual Assistant |-- Katrina Liwag | AJT Diabetic /TL / Supervisor |-- Thea Marie Lachica | Techno Global Team /Operations Manager |--