TrishaD Hall
Tallahassee
Summary
Possess friendly and outgoing personality, well-suited for engaging with clients and maintaining positive relationships. Familiar with customer service principles and proficient in using CRM software to manage schedules and appointments. Capable of driving client satisfaction and optimizing appointment-setting processes.
Overview
1
1
year of professional experience
Work History
Licensed Life Insurance Agent
independent contractor
11.2023 - 04.2025
- Outbound and Inbound calls with interested clients
- Managing lead information and contact metrics
- Managing lead appointments
- Servicing clients with their policy needs
- Retention
- Sourcing and managing leads
- I maintained a 30%-60% closing ratio depending on the product and client market
- I maintained a 80% retention
- I average 300-500 calls per day depending on outbound or inbound and the market
Appointment Setter
Cornerstone
11.2023 - 12.2024
- Set appointments with salespeople and potential customers.
- Prioritized tasks efficiently to ensure all daily call quotas were met or exceeded without compromising quality of service.
- Answered phone calls and answered questions from potential customers.
- Scheduled follow up calls with potential customers to gain interest in scheduling appointments.
- Utilized CRM system to track and manage leads, keeping appointments organized.
- Reduced appointment cancellations by consistently confirming dates and times with clients via phone calls and emails.
- Used CRM software to accurately track progress on appointment setting goals and analyze trends for continuous improvement.
Education
Trade school - Nervous System and Trauma
The Gottman Institute
Tucson, AZ01.2011
Trade school - Internal Family Systems
The Gottman Institute
Tucson, AZ01.2011
Bachelor's degree - Mechanical Engineering
Virginia Polytechnic Institute and State University
Blacksburg, VA01.2001
Skills
- Insurance Sales
- Sourcing
- Customer service
- Customer retention
- Lead generation
- Sales administration
- CRM software
- Microsoft Excel
Timeline
Appointment Setter
Cornerstone
11.2023 - 12.2024
Licensed Life Insurance Agent
independent contractor
11.2023 - 04.2025
Trade school - Internal Family Systems
The Gottman Institute
Bachelor's degree - Mechanical Engineering
Virginia Polytechnic Institute and State University
Trade school - Nervous System and Trauma
The Gottman Institute
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