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Carlos
Qualify Medicare Agent
Contato
Competências
Utilized Microsoft Office programs to manage communications, reporting, and documentation tasks.
Handled payroll processes ensuring accurate employee compensation and compliance.
Used Kronos for workforce management, scheduling, and time tracking.
Supervised sales teams, monitored performance, and conducted coaching sessions to enhance productivity.
Formação acadêmica
Idiomas
Resumo
Experienced in customer qualification, team supervision, and program management within healthcare and financial services sectors.
Principais conquistas
- Qualified consumers for Medicare insurance benefits, facilitating the sales process
- Evaluated potential customers for business financing, supporting company growth
- Supervised inbound sales teams, monitored KPIs, and provided coaching for performance improvement
Experiência
Qualify Medicare Agent
Qualify Consumers to speak with Licensed Insurance Benefit Agents
New Business Funding Manager
Evaluate new potential customers for financing their businesses.
Supervisor Inbound Sales and Chat Sales
Supervise the inbound team, monitoring and motivating team to achieve compliance KPIs, ensure payment of the hours and commissions of the team, Carrying out evaluation tasks calls and coaching to ensure development and improvement.
Retention Agent for SiriusXm
Ensuring the stay of customers in the company