Neil Berdin

Daily prospecting activities, including: phone calls,emails, web research, data entry and data management in a CRM system.

Generation and qualification of new or expansion business leads
Setting follow up appointments for the sales team

Ensure quality collection, entry and updates of lead data in the CRM system
Perform to established key performance metrics, including personal and team goals

Collaborate with US lead generation representatives on special campaign initiatives or additional follow-up on inbound leads

Complete regular training and/or certifications on product or market updates, qualification processes, data management, and soft skills

• Updated account information to maintain customer records.
• Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
• Investigated and resolved customer inquiries and complaints quickly.
• Met customer call guidelines for service levels, handle time and productivity.
• Maintained up-to-date knowledge of product and service changes.

• Cross-sold insurance products to existing clients to reach sales targets.
• Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
• Responded to customer calls swiftly to resolve issues and answer questions.
• Calculated premiums and established payment methods for sales.
• Generated quotes and proposals for clients to match individual needs.
• Developed sales strategies to increase sales of insurance policies.

• Collected and returned unpurchased or returned items to correct shelf locations and arranged displays to promote sales.
• Streamlined communication channels for improved customer service response times and overall efficiency.
• Offered advice and assistance to customers, paying attention to special needs or wants.
• Answered customer telephone calls promptly to avoid on-hold wait times.