Virtual Assistant - Cold Caller

I conducted cold calls to generate leads and introduce health insurance products, focusing on pre-qualifying potential customers by assessing their needs, eligibility, and financial situation. I consistently met daily targets by successfully transferring qualified leads to sales agents. Building rapport with prospects was a key part of my approach, as I addressed their questions and concerns about coverage, ensuring they felt confident in their decisions. I maintained accurate records in the CRM and regularly reported my progress to supervisors. Throughout my work, I made sure to adhere to all health insurance regulations and privacy laws, ensuring a high level of professionalism and compliance.

In my role, I was responsible for responding promptly to customer inquiries received via phone, email, and chat, providing accurate and helpful information to ensure a positive experience. I handled and resolved customer complaints and issues with professionalism and efficiency, always aiming for timely resolution and customer satisfaction. I processed customer orders, returns, and exchanges accurately, following company procedures and guidelines. Additionally, I offered detailed product information and recommendations to help customers make informed purchasing decisions. I maintained accurate and detailed records of customer interactions, transactions, and feedback in the company monitoring system. I worked collaboratively with team members and other departments to address customer needs and improve service delivery. Committed to continuous improvement, I stayed up-to-date with product knowledge and company policies, participating in training and development opportunities as needed to provide the best possible support.

In my role, I made outbound calls to customers or potential clients to conduct surveys, interviews, or follow-up inquiries, using prepared scripts while customizing conversations to gather relevant information. I focused on building rapport with customers to encourage participation and ensure accurate data collection. I addressed any customer questions or concerns while maintaining a professional demeanor. I recorded responses accurately in the database or CRM system, ensuring all information was gathered in compliance with company policies and procedures. I consistently met daily and weekly call targets, achieving the required number of completed surveys or interviews while maintaining high-quality communication standards. I collaborated with team members and supervisors to share insights and improve processes, and participated in training sessions to enhance my skills and stay updated on company offerings. Additionally, I conducted follow-up calls when necessary to clarify information or obtain further details, providing feedback on customer interactions to help improve overall service quality.