• Conduct 40–50 outbound and inbound calls daily, educating clients and small business owners on insurance solutions and driving conversions. • Conducted outbound and inbound sales calls, increasing monthly client conversion by 12% and contributing directly to revenue growth. • Managed 500+ client records in Salesforce and agency systems with 100% accuracy • Increased monthly client conversion by 12%, consistently exceeding sales and service goals. • Schedule and reschedule appointments while maintaining compliance with internal privacy and documentation policies. • Recognized for strong follow-through, compliance verification, and client satisfaction (95%+). • Responded to provider and member inquiries related to benefits eligibility, claim status, and documentation requirements. • Assisted clients with travel-related insurance packages, including cruise insurance, providing detailed explanations of coverage options, benefits, and claims processes. • Assisted clients with property-related insurance and coverage options, explaining benefits, claims processes, and fostering trust. • Successfully handled objections and closed deals with hesitant clients, ensuring high retention.

HubSpot Marketing Hub Software

HubSpot AcademyHubSpot Academy

2025