Results-driven Sales and Claims Representative with over four years of experience in customer service, insurance claims processing, and B2B sales. Skilled in managing the complete customer journey, from lead generation and appointment setting to insurance verification, claims resolution, and account coordination. Experienced in building strong client relationships, identifying customer needs, presenting solutions, handling objections, and ensuring timely claim approvals while delivering exceptional customer experiences.
Proficient in Salesforce CRM, HubSpot, Omega, 8x8, Slack, and Google Workspace, with a proven ability to manage high-volume communications, maintain accurate documentation, and collaborate effectively with customers, insurance providers, and cross-functional teams. Recognized for strong communication, problem-solving, attention to detail, adaptability, and a results-driven approach that supports customer satisfaction and business growth.
Experience: 2 - 5 years
Over 4 years of experience using Salesforce to manage insurance claims, customer interactions, appointment scheduling, and case documentation
Experience: 2 - 5 years
Over 4 years of ensuring accuracy in claims processing, documentation, data entry, and customer records while maintaining quality and compliance
Experience: 2 - 5 years
Outbound Calling & Sales: Over 5 years of experience conducting outbound calls, generating leads, qualifying prospects, building customer relationships, handling objections, and driving sales through effective communication and customer engagement.
“I have one of the best VAs I've had in a long time...she's been amazing”
Davonna Willis
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