Results-driven Appointment Setter and Contractor’s Insurance Quoter with 4 years of experience supporting U.S.-based insurance operations. Skilled in lead generation, client engagement, and preparing accurate contractor insurance quotes. Experienced in handling ACORD forms and supplemental applications in compliance with underwriting standards. Proficient in CRM systems such as Salesforce and HubSpot, with a strong focus on accuracy, efficiency, and delivering excellent customer service.
Experience: 2 - 5 years
I specialize in transforming complex data into clear, actionable insights through advanced data modeling, automation, and visualization techniques.
Experience: 2 - 5 years
Encoding Contractor’s Insurance, maintain accurate records of customer contact information.
Experience: 2 - 5 years
Initiate outbound sales calls to potential customers to set up appointments.
Experience: 2 - 5 years
Work with sales representatives to ensure successful appointments. Follow up with customers to confirm appointments
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