Experienced Appointment Setter with over 1 year of success in scheduling, client communication, and supporting sales teams. Skilled in CRM tools and maintaining organized, efficient workflows.
Schedule and confir
Qualify leads and collect relevant information to support the sales process.
Maintain accurate and up-to-date records in CRM systems.
Collaborate with the sales team to ensure smooth lead handoffs.
Consistently meet or exceed appointment-setting targets.
Effectively handle objections and address client concerns or complaints.
• MS Office proficiency (Word, PowerPoint, Excel)
• Performed financial calculations such as ( SOA ) amount dues, interest charges, balances and discounts.
• Developed new filing and organizational practices, suggested a new tactic to persuade cancelling customers to stay with the company and Implemented rules and guidelines within the assigned branch/location for better operations.
• Answered incoming calls resolving issues and concerns with both clients and billing department.
• Trained and supervised new employees (by department), ensuring they will perform assigned tasks on scheduled deadline of reports.
• Performed administrative functions, overseeing department inventory, formulating effective strategies to enhance the operating system, undertaking performance evaluation.
• Managed accounts and perform bookkeeping.
• Creating reports and balance sheets that document overall profits and losses, Recording and tracking payments in databases and Updating client accounts based on payment or contact information.
• Reconcile financial books including incoming and outgoing funds.
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 1 - 2 years
Experience: 6 months - 1 year
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: 1 - 2 years
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
“They're not only loyal and hardworking, they're super detail oriented!”
- Travis OVAAnswers
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