Bringing exceptional communication skills, a strong ability to build and maintain client relationships, and a proven track record in sales to effectively manage appointments, provide outstanding customer service, and drive business growth. Eager to contribute to a dynamic team and support organizational success through proactive client engagement and efficient problem-solving.
Experience: 2 - 5 years
Answering calls and assisting clients about their insurance coverage Resolving the issues of the clients with their claims for medical and dental insurance.
Experience: Less than 6 months
Maintains the customer database by entering new and updated information.
Experience: 1 - 2 years
As an appointment setter, I initiate the sales process by prospecting and scheduling appointments for clients to speak with financial advisors. I also have experience in B2B appointment setting. My role involves calling leads to introduce our services and connect them with our brokers, ensuring a smooth and efficient transition from prospect to client.
Experience: Less than 6 months
Experience: Less than 6 months
Answering questions and assisting customer via chat.
Experience: Less than 6 months
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