Melvin Pelagio
Tagum City
Summary
Dedicated to offering exceptional assistance to team members and clients. Skilled at coordinating appointments, organizing mail, and collecting messages to facilitate office communication. Positive and upbeat with strong relationship-building abilities.
Overview
8
8
years of professional experience
6
6
years of post-secondary education
Work History
Appointment setter
Medicare supplement plan
12.2020 - 03.2024
- Place outbound calls to leads (seniors aged 65-85) to identify interest in Medicare Supplement Plans
- Educate prospects on the purpose of the call and pre-qualify them based on eligibility criteria
- Schedule appointments with licensed insurance agents for in-depth plan consultations
- Maintain accurate records of interactions and appointments in the CRM system
- Follow up with leads who have shown interest but not yet scheduled
- Achieve daily/weekly appointment-setting quotas and performance goals
- Adhere to all HIPAA and CMS compliance guidelines when handling client information
- Work closely with the sales team to provide feedback and improve lead quality
Appointment setter / cold caller
AllState Insurance
08.2016 - 01.2020
- Make outbound calls to warm and cold leads to introduce Allstate’s insurance offerings (auto, home, life, renters, etc.)
- Set qualified appointments for licensed insurance agents to follow up and close the sale
- Engage with potential clients in a professional and friendly manner to build interest and trust
- Accurately document interactions, outcomes, and appointments in the CRM system
- Manage daily call goals, appointment quotas, and follow-up tasks
- Confirm upcoming appointments and reschedule as needed
- Maintain compliance with Allstate guidelines and local/state insurance regulations
- Collaborate with the agency team to share feedback and improve lead quality
Education
High School -
JTJMNHS
01.2012 - 01.2016
Bachelor's degree - Hospitality Management
University of Mindanao
01.2018 - 01.2020
Skills
Strong Communication Skills
Awards
- Customer Service Excellence Award – For consistently receiving positive client feedback and maintaining a 95% satisfaction rating.
- Top Appointment Setter
- Cold Call Champion
- Most Improved Caller
- Call Consistency or Power Dialer Award
Timeline
Appointment setter
Medicare supplement plan
12.2020 - 03.2024
Bachelor's degree - Hospitality Management
University of Mindanao
01.2018 - 01.2020
Appointment setter / cold caller
AllState Insurance
08.2016 - 01.2020
High School -
JTJMNHS
01.2012 - 01.2016
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