Appointment Settter

Ended Job dated 23 June, 2025 ( no option in the system for 'year 2025'

Calling leads particularly in the states of Massachusetts, Connecticut, and Maine using tools like Readymode, Enzo, and Primo dialer task including setting time for evaluation, asking qualifying questions if eligible to be qualified for a Solar energy program and Water filtration program, providing details and purpose of consultation advantages and benefits using strategical sales planning with a minimum of 300 dials a day,

-calling prospective leads, scheduling/booking appointments, verifying information, providing details, sending texts, making conference calls with clients, and making follow-up appointments, particularly for military veterans, about life insurance and mortgages on PST, MST, EST, and CST. A minimum of 100 dials and three appointments a day using tools such as Close, Slack, Ring Central, Calendar, and Microsoft Excel.

-a social media assistant by posting video ads on TikTok about insurance.

-maintain a high score for consistent customer satisfaction.

-organize account information for verification purposes.

-work as a full-time customer service representative in a high-volume call center.

-assist with dispute, balance, transaction history, and making conference calls; Retail Banker (JP Morgan Chase & Co.).

-assist the health care insurance account with claims, disputes, and billing (Blueshield of California).

-received the "Customer Service Agent Award" for 6 months.

-work as a full-time customer service representative in a high-volume call center.

-maintain a high score for consistent customer satisfaction.

-assist with customer bills and advertising promotions.

-technical support.

-organize customer information and account data for business customer service purposes.

-assist with customer order and shipment, promo discount, and details of the product.