Elizabeth Megna

Managed inbound call responses to assess customer moving needs. Developed tailored solutions and coordinated scheduling. Facilitated payment processing for services rendered.

• Handled inbound leads. Respond to inquiries from commercial clients generated from AmeriGas's marketing campaigns.
• Consulted with clients to understand their propane needs (e.g., for heating, welding, forklifts), and recommended solutions like bulk propane delivery or tank leasing.
• Targeted businesses for outbound prospecting (e.g., restaurants. Manufacturers or agriculture) to generate new accounts.
• Used CRM management to log all client interactions, and pipeline progress (e.,g microsoft dynamics and SAP) for accurate tracking.

• Used cold calling abilities to connect with prospective customers and sold life insurance via phone, or set an appointment to meet at a prospect's home.
• Leveraged policy knowledge to help customers improve coverage and save costs with optimal insurance plans.
• Compiled customer data to accurately process paperwork and avoid delays.
• Used CRM software to maintain and build the agent's direct prospect pipeline.
• Studied products, pricing, and policy features to fully understand offerings, and better serve customers.
• I contacted the underwriter and submitted the forms to obtain coverage.
• Followed through with processes such as medical examinations and the completion of all forms to process new policies.
• Monitored insurance claims to ensure equitable settlements.
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