Carra Vonk

• Review applications and documents of medical providers to verify all information is accurate within their file and meets the requirements of the insurance client.
• Correct any errors found in the medical provider's file to ensure it matches the information listed within the application
• Call and email medical providers and their credentialing contacts to request any missing information that is necessary for submission
• Exceed the monthly expectations of closing 340 files a month; averaging a monthly closure rate of 400 files
• Exceed the monthly quality expectations of holding at least an 87% accuracy rate; averaging a monthly quality score of 92%
• Ensure files meet all requirements set by individual insurance clients and are closed on time with accuracy
• Consistent top performer, receiving monthly recognition for high performance

• Work directly with customers and sales reps to get all needed documents in order to get their solar loans approved by a third party lender
• Call, email and text customers and sales reps to keep them updated on their loan approval status
• Review accounts, documents and profiles to verify all provided information is accurate. Reach out to the customer or sales rep to correct/update any incorrect information
• Use Salesforce to keep track of approval status
• Navigate the backend portal of 6 different third party lender sites to see what is needed for approval, upload any necessary documents to obtain approval to proceed with install

HOA Specialist

• Sole employee responsible for contacting HOA's to obtain their guidelines and procedure documents and ensure the solar panel layout is compliant with said guidelines
• Work directly with HOA directors to overcome any and all objections that may come up during the approval and install process

• Take up to two live chats at once while maintaining educational, helpful and timely responses
• Use internal account app to place orders, submit replacement orders, make account updates/corrections and answer questions from customers
• Educate customers on contact lens prescription etiquette
• Work with doctors and insurance companies to get customers their correct prescriptions
• Maintain a high overall quality of chat while responding to customers quickly
• Complete special presentations for my team to help them with responding to customers in a fast, helpful way

• Complete daily tasks to email/call members and new leads
• Use Salesforce to manage opportunities, sales and tasks
• Sell over $500,000 worth of products every year
• Became the only TSR to obtain a Master Certification; demonstrate perfect following of call flow and expert level of skill during phone calls
• Became only non-manager representative to obtain Trusted Advisor Mentor Certification; demonstrate great understanding of what's expected for all representatives while they are taking phone calls, give effective feedback during coachings and lead individual and group call coachings, as well as assist with new hire training