Linda Stewart
Appointment Setter
Moose Jaw,SK
Summary
Dynamic professional with a proven track record in appointment setting and insurance sales at Combined Insurance of America. Excelled in utilizing Salesforce CRM and telephone etiquette to exceed sales targets and enhance customer engagement. Skilled in mentoring new hires and leveraging a positive attitude to drive success. Achieved significant improvements in appointment scheduling efficiency and sales performance.
Overview
4
4
years of professional experience
Work History
Appointment Setter
Cheryl Norman Combined Insurance
04.2024 - Current
- Set appointments with salespeople and potential customers.
- Provided potential customers with information about upcoming promotions and events to acquire interest in scheduling appointment.
- Prioritized tasks efficiently to ensure all daily call quotas were met or exceeded without compromising quality of service.
- Answered phone calls and answered questions from potential customers.
- Scheduled follow up calls with potential customers to gain interest in scheduling appointments.
- Maintained a high level of knowledge about company products and services, enabling effective communication with potential clients during cold calls.
- Maintained detailed records of all appointment setting activities, ensuring accurate reporting and analysis of key performance metrics.
- Used provided call list to sort, organize and prioritize before making outbound calls to potential customers.
- Communicated with management to provide feedback on value and productiveness of appointment setting process.
Insurance Sales
Combined Insurance of America
03.2021 - 03.2023
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Developed and implemented marketing strategies to drive health insurance sales.
- Attended industry conferences and workshops regularly, expanding professional knowledge base and staying current on best practices in property-casualty insurance sales.
- Adhered to all regulations for insurance sales.
- Mentored new hires by providing guidance and support during their onboarding process, helping them achieve success early in their careers as insurance sales advisors.
- Monitored sales targets regularly to identify areas requiring improvement; devised strategic plans to address these gaps effectively.
Education
No Degree - Insurance
Durham College
Whitby, ON03-2022
Skills
- Script memorization
- Telephone etiquette
- Positive attitude
- Salesforce CRM
- Cold calling
- Flexible schedule
- Time management
- Setting appointments
- Clear communication
Languages
English
Native or Bilingual
French
Professional Working
Timeline
Appointment Setter
Cheryl Norman Combined Insurance
04.2024 - Current
Insurance Sales
Combined Insurance of America
03.2021 - 03.2023
No Degree - Insurance
Durham College
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