LINDSAY WALLS

• Communication: Managed high volume client communications via phone or email including calendar coordination, appointment scheduling, prepared documents, and translated complex information clearly.

• Sales & Solutions: Consistently met or exceeded monthly and quarterly sales goals. Specialized in problem-solving client needs and risk assessments. Educated clients on various products, processed applications, and insured timely follow ups.

• Data Management & Technology: Maintained accurate client records using CRM systems, Microsoft Suite, Google Workspace, and Salesforce. Proficient at campaign creations to drive office revenue.

• Confidential Information Handling: Handled sensitive medical, personal, and financial documents with discretion. Maintained compliance with HIPAA, state regulations, and company policy.