Hello, my name is
I. SALES AND RETENTION REPRESENTATIVE (COMPUTER SOFTWARE).
• Handling inbound/outbound calls
• Process sales for customer
• Retaining customers to avoid getting cancellation.
• Do basic troubleshooting on the customer’s device to get the software to work.
• Proactively reach out to potential customers to promote cybersecurity products and services.
• Implement strategies to enhance customer loyalty and reduce churn.
• Conduct regular check-ins with existing customers to understand their evolving needs and concerns.
• Provide personalized solutions to address customer issues and challenges.
II. SALES AND CUSTOMER SERVICE REPRESENTATIVE (Telecommunication Account)
• Meet and exceed sales targets through effective lead generation, prospecting, and closing deals.
• Address customer inquiries, resolve concerns, and ensure overall customer satisfaction.
• Act as a trusted advisor, offering insights and solutions to meet the unique needs of each customer.
• Execute billing processes accurately and efficiently according to established procedures.
• Verify and process customer invoices, ensuring all charges are accurate and in compliance with company policies.
III. PERSONAL INSURANCE VIRTUAL ASSISTANT (Insurance)
• Manage and update client insurance portfolios, ensuring accurate and current information.
• Facilitate the issuance of new policies, endorsements, and renewals.
• Collaborate with insurance carriers to process policy changes and updates.
• Maintain organized and up-to-date electronic and physical records of insurance policies and related documents.
• Prepare reports and summaries for clients as requested.
• Monitor policy expiration dates and initiate renewal processes.
• Communicate with clients regarding upcoming renewals and assist in assessing their evolving insurance needs.
• Stay informed about industry trends, policy updates, and regulatory changes.
MANAGEMENT SYSTEMS USED
• Oracle
• Atlas, Samson & Grand Central
• Salesforce
• Boss Ax
• Calling applications: Genesys, Avaya, MicroSIP
• HawkSoft
• PL Rater
• Insurance Carrier Websites
OTHER SKILLS
• Has good verbal and written English skills
• Quick-witted and can-do multitasking
• Handled a blended account:
• Expert in Microsoft Office (Word, Excel, Form, PowerPoint, Outlook)
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 2 - 5 years
Experience: Less than 6 months
Experience: Less than 6 months
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- Lukas Rohler
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