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juan
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Competencies
Demonstrated experience with Lead Qualification & CRM Management.
Demonstrated experience with Customer Relationship Management.
Demonstrated experience with Sales Support & Client Follow-Up.
Demonstrated experience with Quotes, Renewals & Enrollment Support.
Demonstrated experience with Client Retention & Re-engagement.
Education
Languages
Summary
Professional profile
Experience
Agent Support - Auto Insurance
Supported customers with new quotes, renewals, reinstatements, policy questions, and basic servicing needs while maintaining a professional customer experience.. Identified qualified customer opportunities and transferred them to certified agents, supporting an efficient sales handoff and lead-conversion process.
CRM Lead Filtering / Insurance Enrollment
Filtered, organized, and maintained CRM leads to support efficient prospect follow-up and sales workflow management.. Assisted clients with insurance enrollment through HealthSherpa and supported accurate customer information throughout the process.
Relational Marketing / Student Support
Conducted outreach to former students using promotions and re-enrollment incentives to support retention, re-engagement, and renewed enrollment interest.. Assisted students with service-related questions involving classes, payments, grades, and academic concerns, strengthening client communication and relationship management.
Project & Social Media Support
Coordinated client requests in Basecamp, assigned tasks to designers, and tracked digital assets, videos, and content deliverables through completion.. Supported client-facing social media activity and reviewed content for quality and brand consistency for accounts including EHISA and MOVESA.
CPI Back Office
Maintained patient and insurance information across Kasper, eClinicalWorks, CoverMyMeds, and Excel, supporting accurate records, follow-up, and administrative processing.
International Hospitality & Operations Experience
customer service, guest support, inventory, property operations, and team-based service delivery.