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Jose
Operations Manager at Infinity with over 5 years in Customer Service and Sales
Contacto
Competencias
Expertise in providing exceptional support, resolving issues efficiently, and building client trust.
Skilled in engaging customers, upselling, and closing deals to meet sales targets.
Proficient in maintaining accurate records and optimizing data workflows for operational efficiency.
Capable of planning, executing, and overseeing projects to ensure timely completion and quality standards.
Educacion
Idiomas
Resumen
Experienced in managing intake processes, supervising teams, and enhancing customer and client experiences. Skilled in database management, sales, and project coordination with a strong track record of improving operational efficiency.
Logros Clave
- Led intake operations, improving process efficiency and compliance in legal and insurance claims.
- Supervised and coached team members, enhancing performance and customer satisfaction.
- Managed database systems for accurate data entry and follow-up, reducing errors and processing time.
- Created new client accounts and facilitated onboarding for Social Security Disability Benefits.
- Developed and implemented sales strategies, increasing customer acquisition and retention.
Experiencia
Intake Specialist, Supervisor/Coach, Operations Manager
Inbound, outbound calling to potential claimants., Filling out questionnaires, and entering information into system's database for proper filing and follow up., Reviewing and approving legal intake forms completed by the agents prior to submitting them to the law firm., Obtaining the client's electronic signature by guiding them through the E-sign application.
Intake Specialist
Creation of new company accounts for Social Security Disability Benefits., Transferring to the appropriate department to continue with the process.
Sales Representative
Inbound calls for the creation of new customer accounts for electricity contracts., Including add ons such as warranty extensions and other home owner's/renter's protection plans.
Sales Auditor
Starting as a customer service agent and later performing other tasks as a sales coach and auditor in the administrative area.
Contractor
Looking for prospective clients., Making budgets., Taking staff to the workplace to carry out their tasks., Purchase of materials.