Handling contracting with carriers and onboarding of new agents in the company. I also provide 1-on-1 onboarding sessions to new agents on how to use AgentCRM and GoHighLevel.Handling email and calendar management for CEO, Darren White.

Cold calling Life insurance leads and setting up appointments for our underwriters and licensed agents. Also set up a workflow and a Veterans Life Insurance and Final Expense Campaign in GoHighLevel. As the only appointment setter for my licensed Specialist, we were the Top 1 for monthly sales in Family First Life for 3 consecutive months.

Cold calling small businesses in the United States, offering Merchant Cash Advance. We gather personal details, including business accounts, bank statements and business permits.

Receiving inbound calls for placing order or order issues with the online store, Fingerhut. I was also trained for Credit Card enrollment as well as Collections.

Receiving inbound calls, chat or emails regarding orders and issues with Walmart. As team lead, I handled a team of 18 Customer Specialists to make sure they are reaching their KPI's. I provide them with feedback on their calls weekly. Any escalated calls or chats are also forwarded to me to be resolved.

Cold calling potential clients for a life insurance, qualifying said clients and completing the sale.