Jeffrey Green

• Taking in-bound and making outbound phone calls to clients, providing accurate vehicle, warranty and recall details, being a liaison for the client and the INF retailer, coordinating efforts with retailer and corporate managers, giving decisions to clients, being an Ally to All.

Accolades: Top Performer of the Month, September 2023; Third-top Performer of the Month, November 2023; Client Sentiment leader, June 2024.

• Match drivers with routes, provide logistic support for deliveries, made in-bound and outbound phone calls to drivers, clients and roadside vendors, assisted with fleet maintenance, trained new drivers, provided field delivery support.

Accolades: Voted by drivers as Best Manager out of eight total managers, February 2023; station record for most post-route rescues of other drivers.

• Pool and spa service department agent, taking in-bound phone calls, sold service and parts, schedule appointments, coordinate with technicians, communicate with vendors, and check customers at the service counter.

• Taking and placing calls servicing billing issues for agent’s offices, solving problems with customer bills, handling calculations, adjustments, payment agreements, correspondence and requested reports.

Accolades: Produced many “Remarkable” awards, regular on reports related to both the highest numbers of calls taken and work tasks completed with high quality.

• Had excellent sales numbers, never had any customer complaints, retail automotive service and sales.

• Sold health insurance to individuals and businesses, data integrity and field underwriting, forms, correspondence, insurance law, HIPAA, marketing, presentations, customer service, operated independently.

• Life insurance sales to individuals, company-leading producer.

Accolades: Leadership Council qualifier, largest business-to-business sale from the Murfreesboro office to date, President's Trophy, management training and mentor to new agents.

• Examined accusations of fraud, verified facts related to the distribution of Durable Medical equipment to Medicare beneficiaries, established department position on cases, Medicare guidelines, document analysis and preparation, coordination with attorneys in adjudication.

• Took inbound and placed outbound calls to clients
• Emphasis on essential functions and safety of internet accounts, project management, provided customer service for account changes.

• Inbound calls regarding accounts, forms, and laws, tax guidance and correspondence, offers-in-compromise and payment arrangements, tax compliance, ensure information integrity.