Daniel - Customer Service and Sales Professional with 6+ years in Client Relations and Support

Generate leadership reports for department activity and performance., Help with the training of new employees., Build and maintain solid and lasting relationships with clients., Receive and channel customer requests internally and externally., Escalate support cases to the appropriate departments when necessary., Chat and emails.

Call past clients for referrals and reviews., Practice call scripts at least 3 hours per week - Role playing with team members., Conduct 10 to 20 hours of lead follow up per week., Manage contact database system., Attend training/coaching sessions and establish daily role-play partners., Track weekly goals to measure lead conversion ratio and meet performance benchmarks., Produce sales reports on a monthly and quarterly basis to make sure all sales goals are met., Qualify the incoming leads you generate for appointments with realtors and field agents to provide quick response times and meet their needs., Follow up with prospects via email, phone calls, and other forms of communication to add them to the sales pipeline and generate qualified real estate leads within 24 for appointment met., Expand our client base by identifying business opportunities in target regions., Hunt, manage and qualify inbound sales inquiries to convert leads to appointments so agents can respond to customers quickly and efficiently., Use CRM to compile a list of all leads to ensure agents have up-to-date information to move through the listing and closing process.

Ensure that payments are received at the vendor site., Rectify discrepancies in contributions and other administrative aspects of retirement plan management (Funding)., Following client-issued requests, ensuring accurate data management and registration., Send Slavic census reports and other Slavic reports as Summary Plan Descriptions and Plan Highlights., Set up and terminate retirement loans and takeover loans in the prism system., Call the vendor site when necessary to address issues during submissions or to submit retirement., Enroll and update employee elections in Prism based on requests issued by clients., Update the Payment Tracker with accurate and real-time information of the Payment Request processed., Respond to requests from internal or external clients, received as emails, cases and tasks in Client Space., Participate in retirement-related special projects assigned by leadership., Temporarily fill vacancies or absences of the Benefits Assistant Retirement position., Ensure seamless continuity and management of processes while prioritizing team objectives and goals.