Brett Robson Email & Phone Number

Swindon, England, United Kingdom

Brighton, England, United Kingdom

Joined the team from the very start, and was there at the conceptualization stage. Helping clients get the most from the product, answer all questions, and make sure it is the right tool for the job.

• Managing an offshore team that contacted clients regarding miss payments, and or cancellations.
• Acting as an escalation point for the team to handle issues and things that don’t fit the normal processing methods.
• Using Salesforce to monitor the offshore team, make sure KPIs were met, and calculate retention success rates.
• Participating in meetings on team expansion, utilization, and improving processes.

Sydney, New South Wales, Australia

• (Rate Comparison)
• Calling customers that had made online enquires regarding mortgage rates
• Generating and providing unique quotes while building rapport
• Schedule follow up appointments in person or remotely for more accurate quoting and conversation with a broker.
• Further use of Salesforce to maintain good management of clients, brokers, and metrics.
• Utilizing forms, emails, calendars, graphs, and lists in Salesforce for productivity

Sydney, Australia

• (Life Insurance Comparison)
• Communicating & qualifying cold, warm, and hot leads generated internally and externally
• Using Salesforce to update leads, call leads, manage call backs, and transfer to senior advisers when applicable
• Using Salesforce to monitor personal and group KPIs such as call time, call amount, qualified leads, and lead 'untouched' duration.
• Streamlining and enhancing the process to suite the source of the generated lead

Swindon, United Kingdom

* Pre-sales presentations of the Infocap product portfolio * Detailed product demonstrations.* Training for partner pre-sales support staff.* Production of documentation to support sales and marketing collateral.o Case studies.o Web content.o Data sheets.* Production of technical documentation to support sales proposals (Statement of Requirements).*.

Eastbourne

Family run charityEvent manager & coordinatorFundraiserAdvertisement of eventsCreation of new event ideasManagement and direction of the charity

Reading, United Kingdom